Trainee Apprenticeship - Kochi/Coimbatore

SECTIONII: ROLESUMMARY
Aself-motivatedandenthusiasticapprenticeworkingcloselywithbranchteamstogainhands-onexperienceinsales, customer
engagement, andbankingoperations. Therolefocusesonleadgeneration, marketingactivities, accountopening, compliance, and
supportingbranchactivitiestoachievebusinesstargetsandensureregulatoryadherence.
SECTIONIII: KEYRESPONSIBILITIES/ACCOUNTABILITIES
Core Job
Responsibilities•Identifyandgenerate New-to-Bank(NTB)leadsthroughcatchmentvisits, marketingactivities, anddigitaloutreach.•Assistteammembersinday-to-daysalesactivities, documentation, andoperationalprocesses.•Educatepotentialcustomersabout Yes Bankproductsandservices, ensuringclarityonfeaturesandbenefits.•Keepcustomersengaged, understandtheirrequirements, andaddressquerieseffectively.•Learnanddevelopunderstandingofsalesstrategy, businesstargets, bankingproducts, customerengagement, andaccountopeningprocesses.•Collaboratewiththeassigned Sales Officer(SO)andteamtoqualifyleadsanddriveconversion, cross-selling, andacquisitiontargets.•Supportinorganizinglocalmarketingcampaignsandactivationstoenhancebrandvisibility.•Sharedailyactivityreportsandleadstatusupdates with Branch Manager.•Adhere to Yes Bankscodeofconduct, dataprivacy, andregulatoryguidelinesatalltimes.
Self-Management
Responsibilities•Reachbranch/officeontime•Adherencetogroomingguidelinesandself-discipline•Maintainaprofessionalcodeofconductwiththecustomersandexecutivesofthebank
Risk and Control
Responsibilities•Adheretothepoliciesdefinedbytheorganizationandguidelinesbyinternalandexternalregulators•Followsalesprocesses and KYCnormsofthebankandregulator
SECTIONIV: KNOWLEDGE&EXPERIENCE
KNOWLEDGE
Qualifications Graduate
Skills•Strongwrittenandverbalcommunicationskills•Conversant with MSOffice•Goodnetworking&interpersonalskills•Sensitivetoconfidentialandcomplianceissues•Strongsenseofaccountabilityandself-initiative
SECTIONV: KEYPERFORMANCEINDICATORS
Lead Generation and Conversion
KPIs•Daily Lead Targets: Xleadsperday(tobedefinedbybranchmanager)•Conversi on Support: %ofleadsconvertedtoaccounts(with SO)
SECTIONVI: COMPETENCIES
BEHAVIORALCOMPETENCIES
Core Competencies Competency Name Behaviors•Customer Focus•Goodlisteningskillsanddemonstratesunderstandingofcustomerneeds•Bringsvaluetotheteamthroughtimelyandqualityexecutionoftasks•Understandsproblemsandidentifiesneworexistingmethodstosolve•Professional Entrepreneurship•Opentofeedbackandtakesconstructiveactionwithminimum/nodirection•Displaysresponsibilityforproblems, initiativesandassignedtasks•Drive for Results•Seekstounderstandtherationalefordecisionsandtheimplications•Displaysasenseofurgencytodeliveroutcomeswithindefinedtimelines•Reactstochallengeswithapositiveattitude•Influence and Impact•Usessimplepersuasiontechniquestoachievethedesiredresult•Respondstoteamrequirementsbykeepingasolution-orientedmindset
• Quality Focus•Ensuresadherencetoqualitystandardsinwork/servicedelivery, identifiesopportunitiesforimprovementinthecourseofwork•Adherestobankingproceduresandidentifiesopportunitiestobringefficiencyinownsphereofwork

TECHNICALCOMPETENCIES
Competencies•Shouldhaveunderstanding of MSofficetools.