Regarding icici wealth account

[CardSeeker]

recently 3days back i opened icici wealth account and debit card also issued.

i already have one icici savings account and i linked new wealth account to old account mobile number

i already asked CC abt the same they said u can use both accounts.

QUERY IS after linking wealth account still imobile showing MAROON Colour not showing the black theme ?

any one faced the same issue or it takes time to convert to wealth ( two icici accounts showing on IMOBILE APP )

 

[avis_]

My ICICI wealth RM shared a deck explaining Wealth features. I was surprised to see the points..I think that deck was used to train new RM's 😂


Roles and Responsibilities of an RM
Fair to Customer, Fair to Bank

• An online platform which allows clients to invest in multiple funds using
Investment cart, which allows transactions such as First Year Redemption, SIP,
STP, SWP through Retail Internet Banking & iMobile with Money Coach facility
• Actively manage the customer relationship
• Act as a single point of contact for the customers for sales and services
request
• Bring the “Best of the bank “to the customers by leveraging the core and
extended teams
• Manage relationship with customer through regular weekly/monthly calls
• Achieve targets on revenue generation by increasing product penetration at
client level and capturing 100% wallet share of the client
• Acquire and on board new customer relationships from competition

 

[avis_]

>>I already have a privilege savings account with ICICI and as they denied to upgrade i opened a new one with 1L initial cheque yesterday and the gave me >>the insta kit as well yesterday. My new account is opened today and i have netbanking user ID and Pass from the kit along with new customer ID.
>>I have used the same mobile number and email id as i have in my old account. so should i register again with new customer id (provided in insta kit) or >>link new account in current iMobile app.

Stop using old cust id.
From now, use only new cust id. Login to net banking using new cust id and link all your products to this new cust id.
After using this for a while and everything works fine, then you can disable the old cust id.


>>In insta kit they have 5 cheque with no name so do they send new cheque book along with DC or have to raise request for that?

You have to order new cheque book, I believe

Hi,

I have opened the account today. For netbanking I will link my cards from old account to New one. and as you mentioned I will disable the old credit Cards specfic netbanking ID. How about iMobilePay app. If the wealth theme doesn't change. Pls tell what has to be done in the app.

 

[Xposed]

@avis_ can you give me the number for your RM?

 

[avis_]

@avis_ can you give me the number for your RM?

May I know for what purpose

 

[Xposed]

I want to open a wealth management account

 

[avis_]

I want to open a wealth management account

Let me check with him if it's possible remotely to open a A/C

 

[Xposed]

Awaiting your reply @avis_ bro

 

[avis_]

Awaiting your reply @avis_ bro

I will check with him on Tuesday tomorrow is a local holiday. Btw which city currently you're from?

 

[avis_]

Hi,

I have opened the account today. For netbanking I will link my cards from old account to New one. and as you mentioned I will disable the old credit Cards specfic netbanking ID. How about iMobilePay app. If the wealth theme doesn't change. Pls tell what has to be done in the app.

Pls check this below post

ICICI Wealth Management Account Holders please share your experience.

This varies according to the bank.. you yourself mentioned the kind of relationship you had with them for the past 12 years.. For ICICI, this might have triggered the loyalty clause and hence WM gift.. I am sure, the branc people will change the whatever code you are asking for.your account. no...

www.technofino.in

 

[Xposed]

I will check with him on Tuesday tomorrow is a local holiday. Btw which city currently you're from?

Bhubaneswar Odisha

 

[Rohith-2009]

If we open WM account , will they try to sell the useless products?

 

[avis_]

If we open WM account , will they try to sell the useless products?

Depends on your RM and the targets of the branch where your A/C is being held.

 

[avis_]

Bhubaneswar Odisha

I checked with him today since you're in a different state it isn't possible. 🥲

 

[Rohith-2009]

I checked with him today since you're in a different state it isn't possible. 🥲

Same state possible? I'm from erode only

 

[avis_]

Same state possible? I'm from erode only

He was telling like it's highly risky. if hometown is same as the branch city and due to work reasons you're in a different place then it's good to go otherwise not. Still will check for you and update.

 

[Xposed]

I checked with him today since you're in a different state it isn't possible. 🥲

Can he hook me up with his colleague from Odisha?

 

[avis_]

Can he hook me up with his colleague from Odisha?

No, only our city Madurai he has some contact in different branches. 😢 Did you try a non WM branch in your city, they will be willing to open a one for you.

 

[Xposed]

Can any branch open a WM account

 

[avis_]

Can any branch open a WM account

Yes they can open it without any issues. I opened in a non WM Branch only my city doesn't have one. There is one separate Cabin only for WM customers.

 

[palen]

Same state possible? I'm from erode only

Usually the main branch of your city will have a WM section. I opened mine in RS Puram, Coimbatore branch.