641 Banker jobs in India

Job Description

Purpose of the role

To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.

Accountabilities

• Collaboration across multiple digital channels to personalise each interaction with a

customer.

• Enhancing the bank's digital capabilities when current technology is identified as not yet

ready to support.

• Provision of exceptional customer service to clients by responding to inquiries, resolving

issues and handling client requests efficiently.

• Support the collaboration of internal stakeholders including sales, operational, and risk

management teams to meet client needs and expectations, so that transactions are

executed accurately and on time.

• Support teams within the business operations function as needed, including risk

management, compliance and collections.

• Comply with all regulatory requirements and internal policies related to customer care.

• To provide resolutions for customer queries/issues and personalise each interaction through

the use of multiple communication channels.

Analyst Expectations

• Execute work requirements as identified in processes and procedures, collaborating with

and impacting on the work of closely related teams.

• Check work of colleagues within team to meet internal and stakeholder requirements.

• Provide specialist advice and support pertaining to own work area.

• Take ownership for managing risk and strengthening controls in relation to the work you

own or contribute to. Deliver your work and areas of responsibility in line with relevant

rules, regulation and codes of conduct.

• Maintain and continually build an understanding of how all teams in area contribute to the

objectives of the broader sub-function, delivering impact on the work of collaborating

teams.

• Continually develop awareness of the underlying principles and concepts on which the work

within the area of responsibility is based, building upon administrative / operational

expertise.

• Make judgements based on practise and previous experience.

• Assess the validity and applicability of previous or similar experiences and evaluate options

under circumstances that are not covered by procedures.

• Communicate sensitive or difficult information to customers in areas related specifically to

customer advice or day to day administrative requirements.

• Build relationships with stakeholders/ customers to identify and address their needs.

All colleagues will be expected to demonstrate the Values of Respect, Integrity, Service,

Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will

also be expected to demonstrate the Mindset – to Empower, Challenge and Drive – the

operating manual for how we behave.

Step into the role of Personal Banker where you will play a pivotal role to manage

operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with

the relevant rules & regulations, and codes of conduct.

To be successful as a Personal Banker, you should have below critical skills.

• Excellent Customer service.

• Strong experience in International contact center.

• Communicate sensitive or difficult information to customers in areas related specifically to

customer advice or day to day administrative requirements.

• Build relationships with stakeholders/ customers to identify and address their needs.

• Make judgements based on practice and previous experience.

You may be assessed on provision of exceptional customer service to clients by responding to

inquiries, resolving issues and handling client requests efficiently. key critical skills relevant for

success in role, such as change and transformation, business acumen, strategic thinking , as well as job-specific technical skills.

Note:- This role is based out of Pune.

Job Description

Purpose of the role

To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.

Accountabilities

• Collaboration across multiple digital channels to personalise each interaction with a

customer.

• Enhancing the bank's digital capabilities when current technology is identified as not yet

ready to support.

• Provision of exceptional customer service to clients by responding to inquiries, resolving

issues and handling client requests efficiently.

• Support the collaboration of internal stakeholders including sales, operational, and risk

management teams to meet client needs and expectations, so that transactions are

executed accurately and on time.

• Support teams within the business operations function as needed, including risk

management, compliance and collections.

• Comply with all regulatory requirements and internal policies related to customer care.

• To provide resolutions for customer queries/issues and personalise each interaction through

the use of multiple communication channels.

Analyst Expectations

• Execute work requirements as identified in processes and procedures, collaborating with

and impacting on the work of closely related teams.

• Check work of colleagues within team to meet internal and stakeholder requirements.

• Provide specialist advice and support pertaining to own work area.

• Take ownership for managing risk and strengthening controls in relation to the work you

own or contribute to. Deliver your work and areas of responsibility in line with relevant

rules, regulation and codes of conduct.

• Maintain and continually build an understanding of how all teams in area contribute to the

objectives of the broader sub-function, delivering impact on the work of collaborating

teams.

• Continually develop awareness of the underlying principles and concepts on which the work

within the area of responsibility is based, building upon administrative / operational

expertise.

• Make judgements based on practise and previous experience.

• Assess the validity and applicability of previous or similar experiences and evaluate options

under circumstances that are not covered by procedures.

• Communicate sensitive or difficult information to customers in areas related specifically to

customer advice or day to day administrative requirements.

• Build relationships with stakeholders/ customers to identify and address their needs.

All colleagues will be expected to demonstrate the Values of Respect, Integrity, Service,

Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will

also be expected to demonstrate the Mindset – to Empower, Challenge and Drive – the

operating manual for how we behave.

Step into the role of Personal Banker where you will play a pivotal role to manage

operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with

the relevant rules & regulations, and codes of conduct.

To be successful as a Personal Banker, you should have below critical skills.

• Excellent Customer service.

• Strong experience in International contact center.

• Communicate sensitive or difficult information to customers in areas related specifically to

customer advice or day to day administrative requirements.

• Build relationships with stakeholders/ customers to identify and address their needs.

• Make judgements based on practice and previous experience.

You may be assessed on provision of exceptional customer service to clients by responding to

inquiries, resolving issues and handling client requests efficiently. key critical skills relevant for

success in role, such as change and transformation, business acumen, strategic thinking , as well as job-specific technical skills.

Note:- This role is based out of Pune.

Job DescriptionPurpose of the roleTo provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.Accountabilities• Collaboration across multiple digital channels to personalise each interaction with acustomer.• Enhancing the bank's digital capabilities when current technology is identified as not yetready to support.• Provision of exceptional customer service to clients by responding to inquiries, resolvingissues and handling client requests efficiently.• Support the collaboration of internal stakeholders including sales, operational, and riskmanagement teams to meet client needs and expectations, so that transactions areexecuted accurately and on time.• Support teams within the business operations function as needed, including riskmanagement, compliance and collections.• Comply with all regulatory requirements and internal policies related to customer care.• To provide resolutions for customer queries/issues and personalise each interaction throughthe use of multiple communication channels.Analyst Expectations• Execute work requirements as identified in processes and procedures, collaborating withand impacting on the work of closely related teams.• Check work of colleagues within team to meet internal and stakeholder requirements.• Provide specialist advice and support pertaining to own work area.• Take ownership for managing risk and strengthening controls in relation to the work youown or contribute to. Deliver your work and areas of responsibility in line with relevantrules, regulation and codes of conduct.• Maintain and continually build an understanding of how all teams in area contribute to theobjectives of the broader sub-function, delivering impact on the work of collaboratingteams.• Continually develop awareness of the underlying principles and concepts on which the workwithin the area of responsibility is based, building upon administrative / operationalexpertise.• Make judgements based on practise and previous experience.• Assess the validity and applicability of previous or similar experiences and evaluate optionsunder circumstances that are not covered by procedures.• Communicate sensitive or difficult information to customers in areas related specifically tocustomer advice or day to day administrative requirements.• Build relationships with stakeholders/ customers to identify and address their needs.All colleagues will be expected to demonstrate the Values of Respect, Integrity, Service,Excellence and Stewardship – our moral compass, helping us do what we believe is right. They willalso be expected to demonstrate the Mindset – to Empower, Challenge and Drive – theoperating manual for how we behave.Step into the role of Personal Banker where you will play a pivotal role to manageoperations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns withthe relevant rules & regulations, and codes of conduct.To be successful as a Personal Banker, you should have below critical skills.• Excellent Customer service.• Strong experience in International contact center.• Communicate sensitive or difficult information to customers in areas related specifically tocustomer advice or day to day administrative requirements.• Build relationships with stakeholders/ customers to identify and address their needs.• Make judgements based on practice and previous experience.You may be assessed on provision of exceptional customer service to clients by responding toinquiries, resolving issues and handling client requests efficiently. key critical skills relevant forsuccess in role, such as change and transformation, business acumen, strategic thinking , as well as job-specific technical skills.Note:- This role is based out of Pune.

Job Purpose:

This role is instrumental in acquiring HNI & UHNI clients and building relationships with the bank.

They have to sell Investment products like Mutual Fund /AIF/PMS etc to Private Banking clients to generate fee income Roles & responsibilities:

Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions.

Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores.

Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.

For Private Banking – we need senior resource with private banking experience (more AUM with a lesser number of clients is a good fit) .

Secondary Responsibilities:

Ensure regulatory compliance.

High relationship management orientation; ability to forge effective relationships

Strong focus on service delivery.

Execution-oriented, i.e. driven to achieve results.

Job Description

Purpose of the role

To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.

Accountabilities

• Collaboration across multiple digital channels to personalise each interaction with a

customer.

• Enhancing the bank's digital capabilities when current technology is identified as not yet

ready to support.

• Provision of exceptional customer service to clients by responding to inquiries, resolving

issues and handling client requests efficiently.

• Support the collaboration of internal stakeholders including sales, operational, and risk

management teams to meet client needs and expectations, so that transactions are

executed accurately and on time.

• Support teams within the business operations function as needed, including risk

management, compliance and collections.

• Comply with all regulatory requirements and internal policies related to customer care.

• To provide resolutions for customer queries/issues and personalise each interaction through

the use of multiple communication channels.

Analyst Expectations

• Execute work requirements as identified in processes and procedures, collaborating with

and impacting on the work of closely related teams.

• Check work of colleagues within team to meet internal and stakeholder requirements.

• Provide specialist advice and support pertaining to own work area.

• Take ownership for managing risk and strengthening controls in relation to the work you

own or contribute to. Deliver your work and areas of responsibility in line with relevant

rules, regulation and codes of conduct.

• Maintain and continually build an understanding of how all teams in area contribute to the

objectives of the broader sub-function, delivering impact on the work of collaborating

teams.

• Continually develop awareness of the underlying principles and concepts on which the work

within the area of responsibility is based, building upon administrative / operational

expertise.

• Make judgements based on practise and previous experience.

• Assess the validity and applicability of previous or similar experiences and evaluate options

under circumstances that are not covered by procedures.

• Communicate sensitive or difficult information to customers in areas related specifically to

customer advice or day to day administrative requirements.

• Build relationships with stakeholders/ customers to identify and address their needs.

All colleagues will be expected to demonstrate the Values of Respect, Integrity, Service,

Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will

also be expected to demonstrate the Mindset – to Empower, Challenge and Drive – the

operating manual for how we behave.

Step into the role of Personal Banker where you will play a pivotal role to manage

operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with

the relevant rules & regulations, and codes of conduct.

To be successful as a Personal Banker, you should have below critical skills.

• Excellent Customer service.

• Strong experience in International contact center.

• Communicate sensitive or difficult information to customers in areas related specifically to

customer advice or day to day administrative requirements.

• Build relationships with stakeholders/ customers to identify and address their needs.

• Make judgements based on practice and previous experience.

You may be assessed on provision of exceptional customer service to clients by responding to

inquiries, resolving issues and handling client requests efficiently. key critical skills relevant for

success in role, such as change and transformation, business acumen, strategic thinking , as well as job-specific technical skills.

Note:- This role is based out of Pune.

This role is for one of Weekday’s clients
Min Experience: 4 years
Location: Hyderabad, Bengaluru
JobType: full-time

Requirements

We are hiring Private Bankers for a leading financial services organization with positions available in Hyderabad and Bangalore . The roles are open for both Individual Contributors and Team Leaders who bring deep expertise in wealth management, private banking, and financial planning. You will work with High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNI), delivering personalized financial solutions and helping them grow and manage their wealth effectively.

Key Responsibilities:

• Deliver comprehensive and tailored financial planning and advisory services to HNI and UHNI clients.
• Develop long-term, trusted relationships with clients by deeply understanding their financial goals and risk profiles.
• Provide strategic investment advice across a diverse range of wealth products including:
• Mutual Funds (MF)
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Drive cross-selling and upselling of investment and wealth products to meet revenue and product-wise targets.
• Proactively identify and engage potential clients through market intelligence, referrals, and strategic networking.
• Monitor client portfolios and offer timely advice based on market changes, product performance, and evolving client needs.
• Maintain high service standards, ensuring client satisfaction and adherence to compliance norms.
• Collaborate closely with internal teams including operations, compliance, and investment research to deliver seamless service.
• (For team handling roles): Lead a team of private bankers, ensuring performance metrics are met. Provide mentorship, regular training, and strategic guidance to develop team capabilities and drive business growth.

Required Skills & Qualifications:

• Minimum 4+ years of experience in private banking, wealth management , or financial advisory services.
• Proven track record of managing HNI/UHNI relationships and delivering comprehensive financial solutions.
• Deep understanding of financial markets, investment vehicles , and regulatory landscape.
• Strong sales orientation with the ability to meet and exceed financial product targets.
• Exceptional communication, interpersonal, and relationship-building skills .
• Ability to work independently as well as part of a team in a high-performance, target-driven environment.
• For team handling roles, prior experience in team leadership and people management is a must.
• Preferred certifications: CFP, NISM, or equivalent industry certifications (a plus, but not mandatory).

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. 

We are currently seeking an experienced professional to join the INM WPB team.

Role Purpose

In line with the TCF principles the organization has changed its approach from mere transaction processing outlets to need based sales. The PSE would be responsible for implementing TCF principles in his day to day dealing with the major function of this role is to ensure effective delivery of branch customer interface functions in the front office and teller areas in order to achieve a high level of customer satisfaction along with operational efficiency.

Principal Accountabilities

Impact on the business

Customers / Stakeholders

Leadership & Teamwork

Operational Effectiveness & Control 

Major Challenges

Role Context

Management of Risk

Observation of Internal Controls

Role Dimensions

Graduate with 2 years of experience

Holistic understanding of the Branch Operations and Processes of the bank

Sound understanding of the company’s customer service requirements 

Additional Information