Tricks for getting ICICI Wealth Management

[Sreerag]

Is there any ways for getting ICICI Wealth Management upgrade? Already have 2 Privilege accounts with them which are individual. I prefer having family banking (3 accounts)
AQB is pretty low but having CCs with them of 2.4L and 2.8L limit

Any tips would be appreciated. Initial funding not recommended but anything upto 2L okay (at last case scenario only)

 

[Arun Pratheep]

Which phone ?

Oneplus 8 pro (Android 12- with oneplus dialler)

 

[Harrypotter]

I'm using TTSLEX for avoiding call recording announcement to other side

I have tried TTSLEXX it's still announcing

 

[pprakash11]

I have tried TTSLEXX it's still announcing

but only to your side, not on the receiver side.
Using it from almost 2 months.

 

[kshitij_0]

Actually the outcome may surprise you in a positive way.. we never know.
Patience with some diligence is key for success, never be in hurry and take decisions in haste..

Today in the afternoon I got a call from BM and Twitter support and they said that we have processed your Wealth account only after closing Privilege account process. You will receive Kit in 7 days.

But I am unable to see the account itself in the app?

Actually they were not even picking up my call and there was no communication regarding any account opening then I had to go through Twitter route and everything started happening in 6 hours only.

Now tell me how to see the accounts and all?

@4uziaul

 

[4uziaul]

Today in the afternoon I got a call from BM and Twitter support and they said that we have processed your Wealth account only after closing Privilege account process. You will receive Kit in 7 days.

But I am unable to see the account itself in the app?

Actually they were not even picking up my call and there was no communication regarding any account opening then I had to go through Twitter route and everything started happening in 6 hours only.

Now tell me how to see the accounts and all?

@4uziaul

Sorry, I only have their credit card; I don't have any other banking relationship with them.

 

[SSV]

Today in the afternoon I got a call from BM and Twitter support and they said that we have processed your Wealth account only after closing Privilege account process. You will receive Kit in 7 days.

But I am unable to see the account itself in the app?

Actually they were not even picking up my call and there was no communication regarding any account opening then I had to go through Twitter route and everything started happening in 6 hours only.

Now tell me how to see the accounts and all?

@4uziaul

Again Patience is mantra here... wait until atleast tomorrow or a day after...
I actually forgot your case back ground...

 

[AritraSaha]

Today in the afternoon I got a call from BM and Twitter support and they said that we have processed your Wealth account only after closing Privilege account process. You will receive Kit in 7 days.

But I am unable to see the account itself in the app?

Actually they were not even picking up my call and there was no communication regarding any account opening then I had to go through Twitter route and everything started happening in 6 hours only.

Now tell me how to see the accounts and all?

@4uziaul

You are wrong mr @4uziaul don't open account, he just a spectator. Lol

He like to see other people problem with account.😝

 

[Andy1]

I talked to one bm and he agreed to open wealth banking with 1 lac,I already have privileged banking but my question are-
A) how to confirm whether they are opening wealth account only?
B) after opening it any requirement to maintain any minimum balance ?
C) how to merge my current privilege savings account with wealth one??

 

[AritraSaha]

I talked to one bm and he agreed to open wealth banking with 1 lac,I already have privileged banking but my question are-
A) how to confirm whether they are opening wealth account only?
B) after opening it any requirement to maintain any minimum balance ?
C) how to merge my current privilege savings account with wealth one??

1. You app theme will turn into black. Next banking will say wealth management in top header. You can confirm with customer care.

2. Its actually 0 balance account.

3. I believe there no option to merge.. you will open new account..

 

[kshitij_0]

I talked to one bm and he agreed to open wealth banking with 1 lac,I already have privileged banking but my question are-
A) how to confirm whether they are opening wealth account only?
B) after opening it any requirement to maintain any minimum balance ?
C) how to merge my current privilege savings account with wealth one??

A) You will get a SMS stating same. Or else once account starts showing you will see black theme or Wealth Management written in Net Banking. Or else you can confirm from Customer Care.
B) It will be Zero MAB
C) Both the accounts will automatically become wealth. And you will have 2 separate wealth accounts.

 

[shutapdiya]

I talked to one bm and he agreed to open wealth banking with 1 lac,I already have privileged banking but my question are-
A) how to confirm whether they are opening wealth account only?
B) after opening it any requirement to maintain any minimum balance ?
C) how to merge my current privilege savings account with wealth one??

As i opened it today only

I can answer part A)

You will get Wealth Management Instant Account opening kit that will confirm you are opening wealth management account

 

[kshitij_0]

@S S V bro. I got a call from branch employees regarding some kind of meet. They were asking if I am free.
They already met me for verification when the account was about to open. Now it's been 1/2 month and they are now again calling me for meeting. And they are saying that it is a compulsory meeting. I asked for what then they said that to tell you few things here and there that's it.

So is it legal or necessary?

 

[SSV]

@S S V bro. I got a call from branch employees regarding some kind of meet. They were asking if I am free.
They already met me for verification when the account was about to open. Now it's been 1/2 month and they are now again calling me for meeting. And they are saying that it is a compulsory meeting. I asked for what then they said that to tell you few things here and there that's it.

So is it legal or necessary?

They might be coming for upselling...their other products.
Ask them to come and meet you anf offer them a tea/coffee and listen to what they say and tell them you will think about it..

 

[pprakash11]

@S S V bro. I got a call from branch employees regarding some kind of meet. They were asking if I am free.
They already met me for verification when the account was about to open. Now it's been 1/2 month and they are now again calling me for meeting. And they are saying that it is a compulsory meeting. I asked for what then they said that to tell you few things here and there that's it.

So is it legal or necessary?

My RBL & Stan C RM telling me to meet since month, I am literally not giving a F.
They just want to sell investments 🤣

 

[shutapdiya]

They might be coming for upselling...their other products.
Ask them to come and meet you anf offer them a tea/coffee and listen to what they say and tell them you will think about it..

If they call me like this I am gone tell them get me Sapphiro LTF while you come😁

Today while opening account she was inquiring about my investment philosophy and based on that she kept pitching me the Sovereign Gold Bonds😂

 

[SSV]

If they call me like this I am gone tell them get me Sapphiro LTF while you come😁

Today while opening account she was inquiring about my investment philosophy and based on that she kept pitching me the Sovereign Gold Bonds😂

I like this counter attack...

 

[pprakash11]

If they call me like this I am gone tell them get me Sapphiro LTF while you come😁

Today while opening account she was inquiring about my investment philosophy and based on that she kept pitching me the Sovereign Gold Bonds😂

True ICICI RM !
She pitched the same when I opened it in June, I bluntly denied. Go away!

 

[SSV]

If they call me like this I am gone tell them get me Sapphiro LTF while you come😁

Today while opening account she was inquiring about my investment philosophy and based on that she kept pitching me the Sovereign Gold Bonds😂

I like this counter attack...

But I am a nice guy... my RM is also nice he comes and collects my cheques, etc.. almost home banking.
Unfortuantely , a MADAM called me a few days ago and said she would be my new RM.
I am not sure if she can do home visits for my banking needs..
My honeymoon with WM account is over. It was almost for a year I enjoyed this

 

[shutapdiya]

True ICICI RM !
She pitched the same when I opened it in June, I bluntly denied. Go away!

In my case it's going to be fun if she becomes my RM as she stays in my society only

 

[SSV]

In my case it's going to be fun if she becomes my RM as she stays in my society only

he he , getting ready for something with a plan??