Internship Diary: Daily Activity

AXIS BANK YOUNG BANKER PROGRAMME
INTERNSHIP DIARY
Name of the Intern :- Vijaya Rajendra Pawar
University ID Number:- 19125670779
Branch:- sillod
Name of the Mentor (Branch Head):- anand aundhekar
Grade of the Mentor (Branch Head) :- Assistant Vice President
Employee No of the Mentor (Branch Head):- 35881
Day:-52 & 53 Date :-09/03/2020 to 10/03/2020 Week:-Tenth and Eleventh
Part A – Query Handling

Learn the commonly used options in Finacle. Look up the various software such as ETS, Tele smart, ABRs,
Dashboards etc.
Daily Activity
My understanding for the day
Overview of Customer Query Handling
New version of ETS is NETS it is used for signature upload
DLMS is used for tracking customer deliverables like debit card , cheque book
It use for resolve customer query
ABR is used for tracking employees business performance
Dashboard is also used for tracking employees business data
Flow of Process in brief
Customer's request for signature update in resolve by using NETS
Track deliverables and provide proper information to customer on their request

Dashboard shows data of employees performance in detail
Approximate time for the customers (Turn Around Time)
5 to 10 min to track customer deliverables like debit card, Cheque book
Process Guidelines (If Any)
Use to solve customer queries about their deliverables
SUMMARY OF ACQUIRED KNOWLEDGE
ETS, ABR software are used for tracking customer Debit card, Cheque book
Dashboard shows employees business performance.
Day:-52 & 53 Date :-09/03/2020 to 10/03/2020 Week:-Tenth and Eleventh
Part B - Query Handling

Dashboards etc.
Daily Activity
Challenges (Which you face in day to day activity)
Some time customers don't have Tracking ID to track Currier
Solve customer request with in time
Area of Improvement
Time management to solve customer request with in time

Acquired Knowledge
Customer's request for signature update in resolve by using NETS
Track deliverables and provide proper information to customer on their request
Dashboard shows data of employees performance in detail
KEY CHECK LIST FOR THE PROCESS
ABR checklist
Employee dashboard -FDO-Employee log in-KRA performance(month-month basis)
FIN MIS -ABR
DASHBOARD:- To get to know how many number of accounts is activated.
MENTORS FEEDBACK (To be filled in by day Mentor) (1 being the least & 5 being the max)
Level of 1 2 3 4 5
Understanding
Overall 1 2 3 4 5
Participation
Overall Feedback 1 2 3 4 5
COMMENTS:
My Understanding for the week
Handling queries, resolving them as per TAT, Ensuring solutions to customers. Customer complaints e.g.: DD,
Cheque Book, Stop Payment, Nominations, Locker Operations, ATMS, PIN query, Mobile & Internet Banking, Fixed
Deposit, Renewal, Closure, Transfer of the account
Customer need our bank's Cheque for make DD
Request of Stop payment is need to work immediately if Cheque is already Transfer for clearing than CSO can't
stop this payment
Cso handle locker operation. He have to maintain operation entries daily in a locker after that enter data in finacle
LOCKMAN menu .
FD can easily open and renew in saksham
DD printing - 10 to 15 min
Cheque book request - 5 min
Cheque book issue - up to 4 working days
Locker operation - 5 min
ATM pin change - 5 min
FD - 10 to 15 min
Transfer account - 2 working days
Customer request have to complete in TAT
Customer can transfer there account one branch to other with in 2 working days
Closure request have to process with in 1 day
Dashboards etc.
New version of ETS is NETS it is used for signature upload
DLMS is used for tracking customer deliverables like debit card , cheque book
It use for resolve customer query
ABR is used for tracking employees business performance
Dashboard is also used for tracking employees business data
Days:-54 to 56 Dates:-11/03/2020 to 13/03/2020. Week:-Eleventh
Idea Generation
Generate an Idea for one or more process from above and the significant impact it will have on
business/ customer/ service/ branch
Customer service should be set at highest priority
TAT should be properly followed and proper resolution of complaints mustpriority
Banker should maintain transperency and should not do false promises
Maintain good relationships with customers it helps to maintain customer
Happy customer always ready to Bank with us
If we can resolve the customers query within the TAT the customer can also avail the fully fledged services of bank
like "opening of FD/RD"
Branch scoping is also a very good idea to attract new customers
In branch scoping we can meet new people in market , know about there needs, business requirements, financial
requirements
And we can provide services to tham as per their needs
It helps to create new customers
Maintain good relationships with customers helps to get trust of customer
And it helps to sale IPG products , investment ideas to customer
Healthy work environment to be maintain
Monthly target should set for employees and weekly review must be done. It helps to reduce pressure of Sale for
customer
My Understanding for the Week
Account closure
Check customer account is active or dormant
If account is dormant 1st of all take request to do account active
If account is active than Check all lien , charges
Customer have to pay all charges

After that the account closure process will complete
Important Notes
HCUDET - to check customer details e.g. mobile number
HOUREDE - To upload clearing report
HBRTI - to check branch Sol ID and address
HSAC - for user already logged in
HSVALRPT - for EOD

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AXIS BANK YOUNG BANKER PROGRAMME

University ID Number:- 19125670779

Name of the Mentor (Branch Head):- anand aundhekar

Grade of the Mentor (Branch Head) :- Assistant Vice President

Employee No of the Mentor (Branch Head):- 35881

Day:-52 & 53 Date :-09/03/2020 to 10/03/2020 Week:-Tenth and Eleventh

Part A – Query Handling

My understanding for the day

Overview of Customer Query Handling

New version of ETS is NETS it is used for signature upload

It use for resolve customer query

ABR is used for tracking employees business performance

Dashboard is also used for tracking employees business data

Flow of Process in brief

Customer's request for signature update in resolve by using NETS

Track deliverables and provide proper information to customer on their request

Approximate time for the customers (Turn Around Time)

5 to 10 min to track customer deliverables like debit card, Cheque book

Process Guidelines (If Any)

Use to solve customer queries about their deliverables

SUMMARY OF ACQUIRED KNOWLEDGE

Dashboard shows employees business performance.

Day:-52 & 53 Date :-09/03/2020 to 10/03/2020 Week:-Tenth and Eleventh

Part B - Query Handling

Challenges (Which you face in day to day activity)

Some time customers don't have Tracking ID to track Currier

Solve customer request with in time

Time management to solve customer request with in time

Customer's request for signature update in resolve by using NETS

Track deliverables and provide proper information to customer on their request

Dashboard shows data of employees performance in detail

KEY CHECK LIST FOR THE PROCESS

Employee dashboard -FDO-Employee log in-KRA performance(month-month basis)

FIN MIS -ABR

DASHBOARD:- To get to know how many number of accounts is activated.

My Understanding for the week

Customer need our bank's Cheque for make DD

FD can easily open and renew in saksham

Cheque book request - 5 min

Cheque book issue - up to 4 working days

Locker operation - 5 min

ATM pin change - 5 min

Transfer account - 2 working days

Customer request have to complete in TAT

Closure request have to process with in 1 day

New version of ETS is NETS it is used for signature upload

It use for resolve customer query

ABR is used for tracking employees business performance

Dashboard is also used for tracking employees business data

Days:-54 to 56 Dates:-11/03/2020 to 13/03/2020. Week:-Eleventh

Customer service should be set at highest priority

TAT should be properly followed and proper resolution of complaints mustpriority

Banker should maintain transperency and should not do false promises

Maintain good relationships with customers it helps to maintain customer

Happy customer always ready to Bank with us

Branch scoping is also a very good idea to attract new customers

And we can provide services to tham as per their needs

It helps to create new customers