SECTION I: BASIC INFORMATION
Job Title Apprenticeship Trainee Functional Title Apprenticeship Trainee
Business Unit Retail Banking 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 Reach branch/office on time
Adherence to grooming guidelines and self-discipline
Maintain a professional code of conduct with the customers and executives of the bank
Risk and Control Responsibilities Adhere to the policies defined by the organization and guidelines by internal and external regulators
Follow sales processes and KYC norms of the bank and regulator
SECTION IV: KNOWLEDGE & EXPERIENCE
KNOWLEDGE
Qualifications Graduate From a Recognized College/university
Certifications AMFI/NCFM/IRDA certifications will be an added advantage
Skills Strong written and verbal communication skills
Conversant with MS Office
Good networking & interpersonal skills
Sensitive to confidential and compliance issues
Strong sense of accountability and self-initiative
Experience
Years of Experience Graduate with 0-1 years of experience in sales, operations or customer service
Knowledge of banking systems, processes and regulatory guidelines will be an added advantage
SECTION V: COMPETENCIES & KEY PERFORMANCE INDICATORS
BEHAVIORAL COMPETENCIES
Core Competencies Competency Name Behaviors
Customer Focus Good listening skills and demonstrates understanding of customer needs
Brings value to the team through timely and quality execution of tasks
Understands problems and identifies new or existing methods to solve
Professional Entrepreneurship Open to feedback and takes constructive action with minimum/no direction
Displays responsibility for problems, initiatives and assigned tasks
Drive for Results Seeks to understand the rationale for decisions and the implications
Displays a sense of urgency to deliver outcomes within defined timelines
Reacts to challenges with a positive attitude
Influence and Impact Uses simple persuasion techniques to achieve the desired result
Responds to team requirements by keeping a solution-oriented mindset
Quality Focus Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of work
Adheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work
TECHNICAL COMPETENCIES
Technical Competencies Should have understanding of MS office tools
