Job Description

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Phase Duration Key Focus Areas Induction 2 Week - Basics of Banking, Products, and Processes - Regulatory Framework and Compliance - Soft Skills: Selling Skills, Customer Service, Grooming, Communication Functional Training 6 Months Roles to be Rotated Across Role 1: Tele caller (Customer Engagement & Sales) (2 Months) - Learning relationship-building skills through customer outreach - Promoting banking products (loans, credit cards, investment plans) - Understanding customer retention strategies and cross-selling Role 2: Portfolio Management (2 Months) - Managing assigned customer portfolios and deepening relationships - Assisting clients with financial planning, loans, and investment advisory - Exposure to wealth management and risk assessment Role 3- Branch Operations (2 Months) - Managing front-desk customer queries and grievances - Assisting with account openings, digital banking, and service requests - Handling cash transactions, deposits, withdrawals, and fund transfers - Enhancing interpersonal and problem-solving skills Final Evaluation End of 6 Months - Written assessment and face-to-face interaction with Senior Regional Business Manager - Based on assessment score and feedback, trainees will be placed in permanent roles Certifications Within 6 Months - Executive Trainees to be IRDA and NISM certified during the probation period Role Allocation End of 6 Months Post successful completion of evaluation Executive trainees will be moved to SDO/PB role in Branch banking as per the evaluation and availability. Decision of respective BBH would be final in this