Apprenticeship Trainee

7 days ago

Ahmednagar Kolhapur Pune, India Yes Bank Full time ₹ 2,50,000 - ₹ 5,00,000 per year

Scope of Responsibilities:


• Manage the helpdesk of the branch

  • Leads generation, facilitate account opening and processing of service requests
  • Sales / Cross selling of savings and other products (assets/liabilities)
  • Processing of Non-Financial Transactions (Mini Statement, Balance Enquiry, Cheque book request, nominee update)
  • Outbound client facing activities
  • Client account opening
  • Document verification with originals and EDD
  • Compliance based client visits (HSM etc.)
  • Refer potential customers for insurance, assets & credit cards
  • Any other activity and services as per regulatory guidelines (RBI/ Ministry of Finance)

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.

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

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

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

Graduate from a recognized college/university

AMFI/NCFM/IRDA certifications will be an added advantage

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

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

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