Personal & Private Banking Support Intern
Core
Sell Personal and Private banking products over the telephone to drive acquisition, cross-sell, reactivation, and retention while managing account openings and KYC compliance.
Role type
Sales support intern (telephony)
Builds
Personal and Private banking products and services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
telephone sales, cross-selling, KYC compliance, customer retention, data analysis, objection handling
Preferred skills
finance or accounting knowledge, COP certification
Technologies
BSA, Sybrin
Responsibilities
Sell banking products via phone, manage dormant/inactive customer accounts, process account opening applications and verify KYC documents, monitor campaign targets, refer leads to relationship managers, analyze business performance reports.
Seniority
Intern
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