About the role
Group Company: AU Small Finance Bank Limited
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*#
Educational qualifications preferred
#*Education and Experience*#
- Category: #*Category*#
- Field specialization: #*Field specialization*#
- Degree: #*Degree*#
- Academic score: #*Academic score*#
- Institution tier: #*Institution tier*#
Required Certification/s: #*Required Certification/s*#
Required Training/s: #*Required Training/s*#
Required work experience
- Industry: #*Industry*#
- Role: #*Role*#
- Years of experience: #*Years of experience*#
- Assist the sales team in identifying and reaching out to potential customers to promote banking products and services.
- Support customer service operations by addressing client inquiries and resolving basic service issues under supervision.
- Conduct market research to gather insights on customer needs, competitor offerings, and emerging trends in financial services.
- Collaborate with team members to organize and participate in customer engagement activities and promotional events.
- Maintain accurate records of customer interactions, sales leads, and service requests using the bank’s CRM tools.
- Prepare reports and presentations on sales performance, customer feedback, and service quality metrics for management review.
- Learn and adhere to compliance and regulatory guidelines relevant to banking sales and service activities.
- Assist in the documentation and processing of customer applications for various banking products, ensuring completeness and accuracy.
- Support the team in digital banking initiatives by helping customers navigate online platforms and mobile applications.
- Customer Relationship Management
- Financial Product Knowledge
- Market Research and Analysis
- Sales Support and Lead Generation
- Data Entry and CRM Software Usage
- Effective Communication
- Report Preparation and Presentation
- Regulatory Compliance Awareness
- Digital Banking Platforms
- Team Collaboration
- Currently pursuing or recently completed a degree in Business Administration, Finance, Marketing, or a related field.
- Basic understanding of banking products, financial services, and customer service principles.
- Proficiency in MS Office applications, especially Excel and PowerPoint, for data analysis and reporting.
- Strong communication skills with the ability to engage effectively with customers and team members.
- Demonstrated interest in the financial services industry and eagerness to learn about sales and service operations.
- Ability to work collaboratively in a team environment and manage multiple tasks efficiently.
- Familiarity with CRM software and digital banking platforms is a plus.
Key Performance Indicators: #*Key Performance Indicators*#
Required Competencies: #*Required Competencies*#
Required Knowledge: #*Required Knowledge*#
Required Skills: #*Required Skills*#
Required abilities
- Physical: #*Physical*#
- Other: #*Other*#
Work Environment Details: #*Work Environment Details*#
Specific requirements
- Travel: #*Travel*#
- Vehicle: #*Vehicle*#
- Work Permit: #*Work Permit*#
Other details
- Pay Rate: #*Pay Rate*#
- Contract Types: #*Contract Types*#
- Time Constraints: #*Time Constraints*#
- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#