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 · 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 only

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 § Fresher Graduate interest in sales 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