The document summarizes the tasks accomplished during an internship at a bank. The intern helped customers open savings accounts, resolved queries, updated passbooks, and researched and analyzed the bank's advanced products. Specific tasks included checking account opening forms, updating customer contact details, and comparing the bank's products to competitors. The intern contributed by collecting customer data, generating leads, finding reasons for using products, identifying services from other banks, assessing customer awareness of products, and informing customers of product benefits.
The document summarizes the tasks accomplished during an internship at a bank. The intern helped customers open savings accounts, resolved queries, updated passbooks, and researched and analyzed the bank's advanced products. Specific tasks included checking account opening forms, updating customer contact details, and comparing the bank's products to competitors. The intern contributed by collecting customer data, generating leads, finding reasons for using products, identifying services from other banks, assessing customer awareness of products, and informing customers of product benefits.
The document summarizes the tasks accomplished during an internship at a bank. The intern helped customers open savings accounts, resolved queries, updated passbooks, and researched and analyzed the bank's advanced products. Specific tasks included checking account opening forms, updating customer contact details, and comparing the bank's products to competitors. The intern contributed by collecting customer data, generating leads, finding reasons for using products, identifying services from other banks, assessing customer awareness of products, and informing customers of product benefits.
Resolve all clients queries or request for products and services. Deals with saving account and various debit card, insurance. Passbook update Research analysis on advance products of BOI Comparing advance products with other bank
3.2 DESCRIPTION OF THE TASKS HANDLED
1. Helping customers in opening saving accounts In this role I had been checking the filled saving account form along with appropriate documents required to open new account. 2. Updation of the customer queries - Customer queries were and change in their contact details were updated. 3. Research Analysis of advance products of bank with respect to competitors like sbi, canara bank and icici. In this role, I was asked to check and analyze the different advance products of bank and the market status of bank with respect to other banks.
3.3 CONTRIBUTION TO THE COMPANY
As a Finance intern, my contribution to the company was Data collection from the customers was done as to know about the type of account they hold, bank products used by them and to know the minimum balance maintained by the customers in their account. To generate the leads through the survey. To find out the reason for using of advance products of BOI. To find out the services that other bank gives to their customer. To find out the customer awareness on booming Advance Product market and to find out the using patterns of the people. To make the customer aware of the benefits of the product.
Sanjit Kumar Roy, Dilip S. Mutum, Bang Nguyen (Eds.) - Services Marketing Cases in Emerging Markets - An Asian Perspective-Springer International Publishing (2017)