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 in compliance with regulatory standards.
- Engage with customers to understand their financial needs and provide information about the bank’s products and services.
- Collaborate with the service team to resolve customer queries and ensure timely and effective service delivery.
- Maintain accurate records of customer interactions, sales activities, and service requests using the bank’s CRM systems.
- Participate in team meetings and training sessions to enhance knowledge of banking products, sales techniques, and customer service best practices.
- Analyze customer feedback and assist in preparing reports to identify areas for service improvement.
- Support the implementation of promotional campaigns and sales initiatives to drive product adoption and customer engagement.
- Ensure adherence to the bank’s policies, procedures, and compliance requirements during all customer interactions.
- Assist in preparing presentations and sales materials for client meetings and internal use.
- Lead Generation
- Customer Onboarding
- Financial Product Knowledge
- Customer Relationship Management (CRM)
- Communication Skills
- Data Entry and Record Keeping
- Market Research
- Sales Support
- Customer Query Resolution
- Report Preparation
- Team Collaboration
- Compliance Awareness
- Presentation Skills
- 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 and familiarity with CRM software is an advantage.
- Demonstrated ability to work collaboratively in a team environment and manage multiple tasks efficiently.
- Analytical mindset with attention to detail and problem-solving capabilities.
- Eagerness to learn and adapt in a fast-paced financial services environment.
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*#