Intern
AU SMALL FINANCE BANK
Designation: Intern
Office Location:
Position description: #*Position description*#
Primary Responsibilities: #*Primary Responsibilities*#
Additional Responsibilities: #*Additional Responsibilities*#
Reporting Team
- Reporting Designation: #*Reporting Designation*#
- Reporting Department: #*Reporting Department*#
#*Education and Experience*#
- Category: #*Category*#
- Field specialization: #*Field specialization*#
- Degree: #*Degree*#
- Academic score: #*Academic score*#
- Institution tier: #*Institution tier*#
Required Training/s: #*Required Training/s*#
Required Work Experience
- Industry: #*Industry*#
- Role: #*Role*#
- Years of experience: #*Years of experience*#
Responsibilities:-
- Assist the sales team in identifying potential customers and generating leads through market research and outreach activities.
- Support customer onboarding processes by collecting and verifying necessary documentation and information.
- Help in conducting customer needs analysis to recommend appropriate banking products and services.
- Participate in customer service activities, addressing queries and resolving issues under supervision to enhance customer satisfaction.
- Collaborate with the team to prepare sales presentations, reports, and documentation for internal and external stakeholders.
- Monitor and track sales performance metrics and customer feedback to identify areas for improvement.
- Assist in organizing and executing promotional campaigns and events to increase product awareness and customer engagement.
- Maintain accurate records of customer interactions and transactions in compliance with regulatory and company policies.
- Learn and adhere to the bank’s compliance and risk management guidelines during all sales and service activities.
- Support the team in administrative tasks such as scheduling meetings, managing correspondence, and updating databases.
- Lead Generation
- Customer Onboarding
- Needs Analysis
- Customer Relationship Management (CRM)
- Sales Reporting
- Market Research
- Communication Skills
- Data Entry and Documentation
- Compliance Awareness
- Event Coordination
- MS Office Proficiency
- Problem Solving
- Team Collaboration
- Currently pursuing or recently completed a degree in Business Administration, Finance, Marketing, or a related field.
- Basic understanding of financial products, banking operations, and customer service principles.
- Strong communication and interpersonal skills with a customer-centric approach.
- Proficiency in MS Office applications including Word, Excel, and PowerPoint.
- Ability to work collaboratively in a team environment and adapt to a fast-paced financial services setting.
- Demonstrated analytical and problem-solving abilities.
- Eagerness to learn and develop skills relevant to sales and service in the banking industry.
Required Competencies: #*Required Competencies*#
Required Knowledge: #*Required Knowledge*#
Required Skills: #*Required Skills*#
Required Abilities
- Physical: #*Physical*#
- Other: #*Other*#
Specific Requirements
- Travel: #*Travel*#
- Vehicle: #*Vehicle*#
- Work Permit: #*Work Permit*#
- Pay Rate: #*Pay Rate*#
- Contract Types: #*Contract Types*#
- Time Constraints: #*Time Constraints*#
- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#