Trainee Apprenticeship

SECTION I : BASIC INFORMATION

Job Title

Trainee Apprenticeship

Functional Title

Trainee Apprenticeship

Business Unit

Emerging Branch Banking (EBrB)

Division

Retail Banking

Department

Emerging Branch Banking (EBrB)

Location

PAN India

SECTION II : ROLE SUMMARY

Self-motivated and enthusiastic person. The apprentice will work closely with experienced professionals in the branch and get hands-on experience in banking sales, KYC compliance and documentation. Apprentices will assist the branch officials for the overall upkeep of the Branch with the focus on Sales and Acquisition, Customer Management, Branch Compliance and Regulatory requirements of the Bank.

SECTION III : KEY RESPONSIBILITIES / ACCOUNTABILITIES

Core Job Responsibilities

• Assist team members in day-to-day sales activities, documentation and other operational activities
• Keep customers warm and understand customer requirements or queries
• Learn and develop understanding of the sales strategy, business targets, banking products, customer engagement, account opening and related operational activities
• Collaborate with team members and contribute to monthly sales, cross-selling and acquisition targets

Self-Management Responsibilities

Risk And Control Responsibilities

SECTION IV : KNOWLEDGE & EXPERIENCE

KNOWLEDGE

Qualifications

Graduate from a recognized college / university

Certifications

AMFI / NCFM / IRDA certifications will be an added advantage

Skills

Experience

Years of Experience

SECTION V : COMPETENCIES & KEY PERFORMANCE INDICATORS

BEHAVIORAL COMPETENCIES

Core Competencies

Competency Name

Behaviors

TECHNICAL COMPETENCIES

Technical Competencies

Skills Required

Sales, Account Opening, Banking Products, Ms Office, Customer Management