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 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 easy 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

📌 Trainee Apprenticeship (Mumbai)
🏢 Yes Bank
📍 Mumbai