Job Description

:
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 matter.