6,595 Banking Associate jobs in India
Banking Associate
Posted today
Job Viewed
Job Description
Location : Ernakulam
Experience : Minimum 1 year
Salary : As per industry standards
Qualification : Graduation
**Duties/responsibilities**
- Generate new customer leads through various channels
- Proactively identify sales prospects and conduct business development activities in the geography assigned Follow up on new leads and referrals to generate business
- Achieving the monthly sales targets, assigned to him/her, for various products and services
- Cross sell assets and fee products
- Follow the various internal guidelines and procedures of the bank
- Ensure customer satisfaction through regular engagement
- Resolve customer queries/issues and facilitate customer service
**Job Types**: Full-time, Permanent
Pay: From ₹20,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Paid sick time
- Provident Fund
Schedule:
- Day shift
- Weekend availability
Supplemental pay types:
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Education**:
- Bachelor's (required)
**Experience**:
- sales: 1 year (required)
- Banking: 1 year (preferred)
Willingness to travel:
- 50% (required)
Work Location: In person
Banking Associate
Posted today
Job Viewed
Job Description
- Collaborate with our banking partners to identify and engage with potential customers, leveraging
their existing client base and network to generate leads and referrals.
- Build rapport and establish trust with customers through proactive communication, needs analysis,
and personalized financial planning sessions.
- Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and
provide ongoing support.
- Present and promote the range of life insurance products and services to customers, highlighting
their features, benefits, and suitability based on individual financial goals and risk profiles.
- Cross-sell and upsell additional products and services to maximize revenue opportunities and
enhance customer value.
- Educate customers on the importance of life insurance and financial planning, empowering them to
make informed decisions to protect their families and secure their financial future.
- Stay updated on industry trends, market developments, and regulatory changes affecting the
insurance sector, incorporating relevant insights into sales practices and customer interactions.
We're looking for someone with:
- Bachelor's degree in business administration, marketing, or related field. MBA preferred.
- Minimum 1 year of experience in sales, preferably in the insurance industry, with a proven track
record of achieving targets.
- Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport with
diverse stakeholders.
- Sound knowledge of insurance products, sales techniques, and market dynamics.
**Job Types**: Full-time, Permanent
Pay: ₹20,000.00 - ₹50,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
Supplemental Pay:
- Performance bonus
- Yearly bonus
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
Work Location: In person
Banking Associate
Posted today
Job Viewed
Job Description
Location : Thrissur
Qualification : Graduation
Experience : Minimum 1 year
JD
- **Communication skills**: Customer relationship managers require excellent speaking, listening and writing skills to interact well with customers and the organisation's employees and vendors.
- **Customer service skills**: They can benefit from being calm, empathetic and patient and knowing how to respond to customer suggestions and complaints and resolve their problems promptly to ensure customer satisfaction.
- **Collaboration skills**: To be effective in building customer relationships and expand the customer base, customer relationship managers may collaborate with the organisation's senior executive, other managers, salespeople and other employees.
- **Presentation skills**: To discuss customer relationship strategies with the organisation's senior management and other personnel, the customer relationship managers may make informative presentations outlining their plans in detail.
- **Problem-solving skills**: When customers have issues with the organisation's products and services, customer relationship managers can identify the problems and devise proper resolutions.
- **Negotiation skills**: By being a good negotiator, a customer relationship manager can explain the benefits of the organisation's products and services and persuade current and new customers to purchase them.
- **Time management skills**: Prompt responses to customer queries and the timely implementation of customer service strategies are the key to building lasting relationships with customers and ensuring long-term customer satisfaction.
- **Computer skills**: Customer relationship managers regularly use computers, the Internet and customer relationship management software to build, document and maintain customer relationships.
- **Product and service knowledge**: Up-to-date knowledge of an organisation's products, services, upgrades and issues can help the customer relationship manager to keep customers informed and make sales.
**Job Types**: Full-time, Permanent
Pay: From ₹20,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Provident Fund
Schedule:
- Morning shift
Supplemental Pay:
- Performance bonus
- Yearly bonus
Work Location: In person
Investment Banking Associate
Posted 4 days ago
Job Viewed
Job Description
Position: Investment Banking Associate (SME – Capital Markets & Transactions)
Location: India (Remote)
Employment Type: Full-Time
Schedule: Monday to Friday, Day Shift
Experience: 3–5 Years in Investment Banking, M&A, or Equity Research
Company Description
Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI institutions to drive efficiency, insight, and compliance. Our solutions support complex workflows across financial analysis, transaction processing, and reporting by automating data extraction, normalization, and real-time intelligence delivery.
We are looking for an Investment Banking Associate to join as a Subject Matter Expert (SME). You will provide domain knowledge to help design AI-powered solutions that support capital markets workflows including M&A, valuations, deal analysis, and due diligence.
Role Overview
As an Investment Banking Associate (SME) at Scry AI, you will serve as the bridge between product and capital markets expertise. Your experience in deal execution, financial modeling, and investor communication will inform how we build and refine automation solutions that assist banking analysts and associates in their high-pressure, data-intensive roles.
Key Responsibilities
1. Domain Expertise & Workflow Design
- Map out investment banking processes including M&A, fundraising, IPO readiness, and pitchbook creation.
- Define templates, metrics, and document types (teasers, CIMs, term sheets) used in banking workflows.
- Contribute input on financial models, DCFs, comps, and transaction multiples to guide automation logic.
2. Product Collaboration
- Work with product and engineering teams to develop AI models that extract and analyze deal data from reports, filings, and presentations.
- Review output quality of document intelligence tools used for parsing investor decks, target profiles, and financial disclosures.
- Identify edge cases and validation logic for modeling accuracy and contextual understanding.
3. Client & Use Case Support
- Participate in client discovery to understand specific investment banking pain points.
- Assist in building demo use cases and prototypes that reflect real IB scenarios.
- Translate feedback from banking professionals into product and feature requirements.
4. Knowledge Contributions
- Maintain documentation on capital markets workflows, valuation methodologies, and reporting standards.
- Contribute to training content and internal knowledge base for product, sales, and marketing teams.
- Stay updated on investment banking trends and regulatory developments impacting capital markets.
Required Qualifications & Skills
- 3–5 years of experience in investment banking, equity research, corporate finance, or transaction advisory.
- Strong financial modeling, valuation, and presentation skills.
- Familiarity with common IB deliverables (pitchbooks, CIMs, term sheets, fairness opinions).
- Exposure to sectors such as BFSI, Tech, or Industrials preferred.
- Proficient in Excel, PowerPoint, and data room workflows.
- Excellent analytical, writing, and communication skills.
Our Ideal Candidate
- Has lived the pace and pressure of investment banking or similar roles.
- Understands where automation can reduce friction, increase accuracy, and accelerate deal timelines.
- Is excited to shape tools that make financial professionals more productive and insightful.
- Brings a balance of financial rigor, technology curiosity, and cross-functional collaboration.
Tip for candidates
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Investment Banking Associate
Posted 4 days ago
Job Viewed
Job Description
Opportunity
We are currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Bangalore.
Responsibilities
- Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Energy & Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG .
- Preparing pitch books, information memorandums, industry studies, company profiles, company focused discussion documents related to various industries.
- Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking etc.
- Meet project timelines and quality of deliverables in a manner to ensure “high client satisfaction”
- Conducting analysis & performing quality control check of the outgoing reports / packs
- Other activities include structuring deliverables & developing new capabilities / new research products
- Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment
Required Background
- Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.)
- Minimum 5-8 years of experience in the Investment banking space
- Strong statistical and analytical skills to assess the economic performance / analysis of companies and industries for clients
- The candidate should have the ability to work independently and possesses the management / leadership skills to run the research on a day-to-day basis
- Excellent written and spoken communication skills with experience in Client handling
- Working knowledge of databases such as Bloomberg, Capital IQ, Thomson Research, FactSet etc.
- Should be well versed with MS Office suite specially Microsoft Excel, Word and Power Point
If interested, please share updated resume with below details at
Company:
Experience:
CTC:
ECTC:
NP:
Location:
Investment Banking Associate
Posted today
Job Viewed
Job Description
We are currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Bangalore.
Responsibilities
Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Energy & Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG .
Preparing pitch books, information memorandums, industry studies, company profiles, company focused discussion documents related to various industries.
Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking etc.
Meet project timelines and quality of deliverables in a manner to ensure “high client satisfaction”
Conducting analysis & performing quality control check of the outgoing reports / packs
Other activities include structuring deliverables & developing new capabilities / new research products
Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment
Required Background
Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.)
Minimum 5-8 years of experience in the Investment banking space
Strong statistical and analytical skills to assess the economic performance / analysis of companies and industries for clients
The candidate should have the ability to work independently and possesses the management / leadership skills to run the research on a day-to-day basis
Excellent written and spoken communication skills with experience in Client handling
Working knowledge of databases such as Bloomberg, Capital IQ, Thomson Research, FactSet etc.
Should be well versed with MS Office suite specially Microsoft Excel, Word and Power Point
If interested, please share updated resume with below details at
Company:
Experience:
CTC:
ECTC:
NP:
Location:
Investment Banking Associate
Posted 1 day ago
Job Viewed
Job Description
Location: India (Remote)
Employment Type: Full-Time
Schedule: Monday to Friday, Day Shift
Experience: 3–5 Years in Investment Banking, M&A, or Equity Research
Company Description
Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI institutions to drive efficiency, insight, and compliance. Our solutions support complex workflows across financial analysis, transaction processing, and reporting by automating data extraction, normalization, and real-time intelligence delivery.
We are looking for an Investment Banking Associate to join as a Subject Matter Expert (SME). You will provide domain knowledge to help design AI-powered solutions that support capital markets workflows including M&A, valuations, deal analysis, and due diligence.
Role Overview
As an Investment Banking Associate (SME) at Scry AI, you will serve as the bridge between product and capital markets expertise. Your experience in deal execution, financial modeling, and investor communication will inform how we build and refine automation solutions that assist banking analysts and associates in their high-pressure, data-intensive roles.
Key Responsibilities
1. Domain Expertise & Workflow Design
- Map out investment banking processes including M&A, fundraising, IPO readiness, and pitchbook creation.
- Define templates, metrics, and document types (teasers, CIMs, term sheets) used in banking workflows.
- Contribute input on financial models, DCFs, comps, and transaction multiples to guide automation logic.
2. Product Collaboration
- Work with product and engineering teams to develop AI models that extract and analyze deal data from reports, filings, and presentations.
- Review output quality of document intelligence tools used for parsing investor decks, target profiles, and financial disclosures.
- Identify edge cases and validation logic for modeling accuracy and contextual understanding.
3. Client & Use Case Support
- Participate in client discovery to understand specific investment banking pain points.
- Assist in building demo use cases and prototypes that reflect real IB scenarios.
- Translate feedback from banking professionals into product and feature requirements.
4. Knowledge Contributions
- Maintain documentation on capital markets workflows, valuation methodologies, and reporting standards.
- Contribute to training content and internal knowledge base for product, sales, and marketing teams.
- Stay updated on investment banking trends and regulatory developments impacting capital markets.
Required Qualifications & Skills
- 3–5 years of experience in investment banking, equity research, corporate finance, or transaction advisory.
- Strong financial modeling, valuation, and presentation skills.
- Familiarity with common IB deliverables (pitchbooks, CIMs, term sheets, fairness opinions).
- Exposure to sectors such as BFSI, Tech, or Industrials preferred.
- Proficient in Excel, PowerPoint, and data room workflows.
- Excellent analytical, writing, and communication skills.
Our Ideal Candidate
- Has lived the pace and pressure of investment banking or similar roles.
- Understands where automation can reduce friction, increase accuracy, and accelerate deal timelines.
- Is excited to shape tools that make financial professionals more productive and insightful.
- Brings a balance of financial rigor, technology curiosity, and cross-functional collaboration.
Tip for candidates
If this role interests you, then follow our page to stay updated on similar future job openings and insights.
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Investment Banking Associate
Posted today
Job Viewed
Job Description
Position: Investment Banking Associate (SME – Capital Markets & Transactions)
Location: India (Remote)
Employment Type: Full-Time
Schedule: Monday to Friday, Day Shift
Experience: 3–5 Years in Investment Banking, M&A, or Equity Research
Company Description
Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI institutions to drive efficiency, insight, and compliance. Our solutions support complex workflows across financial analysis, transaction processing, and reporting by automating data extraction, normalization, and real-time intelligence delivery.
We are looking for an Investment Banking Associate to join as a Subject Matter Expert (SME). You will provide domain knowledge to help design AI-powered solutions that support capital markets workflows including M&A, valuations, deal analysis, and due diligence.
Role Overview
As an Investment Banking Associate (SME) at Scry AI, you will serve as the bridge between product and capital markets expertise. Your experience in deal execution, financial modeling, and investor communication will inform how we build and refine automation solutions that assist banking analysts and associates in their high-pressure, data-intensive roles.
Key Responsibilities
1. Domain Expertise & Workflow Design
- Map out investment banking processes including M&A, fundraising, IPO readiness, and pitchbook creation.
- Define templates, metrics, and document types (teasers, CIMs, term sheets) used in banking workflows.
- Contribute input on financial models, DCFs, comps, and transaction multiples to guide automation logic.
2. Product Collaboration
- Work with product and engineering teams to develop AI models that extract and analyze deal data from reports, filings, and presentations.
- Review output quality of document intelligence tools used for parsing investor decks, target profiles, and financial disclosures.
- Identify edge cases and validation logic for modeling accuracy and contextual understanding.
3. Client & Use Case Support
- Participate in client discovery to understand specific investment banking pain points.
- Assist in building demo use cases and prototypes that reflect real IB scenarios.
- Translate feedback from banking professionals into product and feature requirements.
4. Knowledge Contributions
- Maintain documentation on capital markets workflows, valuation methodologies, and reporting standards.
- Contribute to training content and internal knowledge base for product, sales, and marketing teams.
- Stay updated on investment banking trends and regulatory developments impacting capital markets.
Required Qualifications & Skills
- 3–5 years of experience in investment banking, equity research, corporate finance, or transaction advisory.
- Strong financial modeling, valuation, and presentation skills.
- Familiarity with common IB deliverables (pitchbooks, CIMs, term sheets, fairness opinions).
- Exposure to sectors such as BFSI, Tech, or Industrials preferred.
- Proficient in Excel, PowerPoint, and data room workflows.
- Excellent analytical, writing, and communication skills.
Our Ideal Candidate
- Has lived the pace and pressure of investment banking or similar roles.
- Understands where automation can reduce friction, increase accuracy, and accelerate deal timelines.
- Is excited to shape tools that make financial professionals more productive and insightful.
- Brings a balance of financial rigor, technology curiosity, and cross-functional collaboration.
Tip for candidates
If this role interests you, then follow our page to stay updated on similar future job openings and insights.
Investment Banking Associate
Posted today
Job Viewed
Job Description
Opportunity
We are currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Bangalore.
Responsibilities
- Supporting our clients on multiple industries including Consumer, IT/ BPO, Telecom, Real Estate, Energy & Infrastructure, Healthcare, Metal & Mining, Retail, Oil & Gas, FIG .
- Preparing pitch books, information memorandums, industry studies, company profiles, company focused discussion documents related to various industries.
- Preparing financial analysis including trading/ transaction comparable, operational/ financial benchmarking etc.
- Meet project timelines and quality of deliverables in a manner to ensure “high client satisfaction”
- Conducting analysis & performing quality control check of the outgoing reports / packs
- Other activities include structuring deliverables & developing new capabilities / new research products
- Demonstrate strength and experience in client / requester relationship building and management, information / knowledge needs assessment
Required Background
- Post-Graduation in Finance or equiv. qualification (CFA, MBA (finance), CA or equiv.)
- Minimum 5-8 years of experience in the Investment banking space
- Strong statistical and analytical skills to assess the economic performance / analysis of companies and industries for clients
- The candidate should have the ability to work independently and possesses the management / leadership skills to run the research on a day-to-day basis
- Excellent written and spoken communication skills with experience in Client handling
- Working knowledge of databases such as Bloomberg, Capital IQ, Thomson Research, FactSet etc.
- Should be well versed with MS Office suite specially Microsoft Excel, Word and Power Point
If interested, please share updated resume with below details at
Company:
Experience:
CTC:
ECTC:
NP:
Location: