Trainee Apprenticeship - Yes Bank

SECTION II: ROLE SUMMARY

A self-motivated and enthusiastic apprentice working closely with branch teams to gain hands-on experience in sales, customer

engagement, and banking operations. The role focuses on lead generation, marketing activities, account opening, compliance, and

Supporting branch activities to achieve business targets and ensure regulatory adherence.

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Core Job

Responsibilities • Identify and generate New-to-Bank (NTB) leads through catchment visits, marketing activities, and digital outreach. • Assist team members in day-to-day sales activities, documentation, and operational processes. • Educate potential customers about Yes Bank products and services, ensuring clarity on features and benefits. • Keep customers engaged, understand their requirements, and address queries effectively. • Learn and develop understanding of sales strategy, business targets, banking products, customer engagement, and account opening processes. • Collaborate with the assigned Sales Officer (SO) and team to qualify leads and drive conversion, cross-selling, and acquisition targets. • Support in organizing local marketing campaigns and activations to enhance brand visibility. • Share daily activity reports and lead status updates with Branch Manager. • Adhere to Yes Banks code of conduct, data privacy, and regulatory guidelines at all times.

Self-Management

Responsibilities • Reach branch/office on time • Adherence to grooming guidelines and self-discipline • Maintain a professional code of conduct with the customers and executives of the bank

Risk and Control

Responsibilities • Adhere to the policies defined by the organization and guidelines by internal and external regulators • Follow sales processes and KYC norms of the bank and regulator

SECTION IV: KNOWLEDGE & EXPERIENCE

KNOWLEDGE

Qualifications Graduate

Skills • Strong written and verbal communication skills • Conversant with MS Office • Good networking & interpersonal skills • Sensitive to confidential and compliance issues • Strong sense of accountability and self-initiative

SECTION V: KEY PERFORMANCE INDICATORS

Lead Generation and Conversion

KPIs • Daily Lead Targets: X leads per day (to be defined by branch manager) • Conversion Support: % of leads converted to accounts (with SO)

SECTION VI: COMPETENCIES

BEHAVIORAL COMPETENCIES

Core Competencies Competency Name Behaviors • Customer Focus • Good listening skills and demonstrates understanding of customer needs • Brings value to the team through timely and quality execution of tasks • Understands problems and identifies new or existing methods to solve • Professional Entrepreneurship • Open to feedback and takes constructive action with minimum/no direction • Displays responsibility for problems, initiatives and assigned tasks • Drive for Results • Seeks to understand the rationale for decisions and the implications • Displays a sense of urgency to deliver outcomes within defined timelines • Reacts to challenges with a positive attitude • Influence and Impact • Uses simple persuasion techniques to achieve the desired result • Responds to team requirements by keeping a solution-oriented mindset

• Quality Focus • Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in the course of work • Adheres to banking procedures and identifies opportunities to bring efficiency in own sphere of work

TECHNICAL COMPETENCIES : Should have understanding of MS office tools.