657 Banking Professionals jobs in Mumbai
Banking Partner/pioneer Banking
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JOB DESCRIPTION:
Job positions /Designation: Banking Partner - Pioneer Banking
Employment Type: Full Time, Permanent
Salary up to 22 LPA
Roles and Responsibilities:
· Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
· Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
· Identify potential customers through networking, referrals, and market research to expand the customer base.
· Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to retention & growth.
· Ensure ongoing self – development.
· Manage the portfolio to de-risk against attrition and achieve stability of book.
· Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.
· Provide exceptional service to high-value clients, ensuring their financial needs are met and exceeded.
· Develop and implement effective sales strategies to meet targets set by the bank.
· Achieve the target set in terms of product – mix.
· Have complete knowledge of the customer base in terms of the profile, demographics & Assets in the Bank and other places.
Desired Candidate Profile
· 5-10 years of experience in Wealth Management, Preferred Banking or related fields.
· Bachelor's / Master degree in any specialization are considered
· Strong skills in HNI Client Handling, Portfolio Management, HNI Acquisition, Wealth Management & Ultra HNI.
Location – Mumbai
Experience: 5 to 15 years (Experience candidates only).
Annual CTC: As per banking industry
Key Skills: Wealth Management, Ultra HNI, HNI Acquisition, HNI client Handling
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Mobile Banking Professional
Posted 1 day ago
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We are looking for a skilled professional with 5-7 years of experience to join our team in Mumbai. The ideal candidate will have a strong background in Mobile Banking and UPI Payments.
Roles and Responsibility
- Verify, record, and report on transactions involving money transfers between parties.
- Conduct UAT testing and sign off for production movement.
- Utilize skills in UPI payment methods to ensure seamless transactions.
- Collaborate with cross-functional teams to resolve issues and improve processes.
- Develop and implement process improvements to increase efficiency and reduce errors.
- Provide excellent customer service and support to internal stakeholders.
Job Requirements
- Strong knowledge of Mobile Banking and UPI Payments.
- Experience in verifying, recording, and reporting transactions.
- Familiarity with UAT testing and sign-off procedures.
- Excellent communication and problem-solving skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong analytical and troubleshooting skills.
- Notice period: Immediate - 90 days.
- Domain: Mobile Banking/Payments domain.
- Education: BE Btech ME Mtech, MCA.
Banking Coordinator
Posted 1 day ago
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Job Title: Banking Coordinator
Job Location: PSBA Head Office (Mumbai)
Experience : 2-3 years of relevant experience in Banking /finance sector
Salary 25K P.M
Job Summary:
We are seeking a dedicated and proactive Coordinator to serve as the key liaison between FIA and PSBA. The ideal candidate will possess excellent communication skills, a solid understanding of FIA deliverables and services, and a strong ability to manage relationships effectively. This role requires an individual who can communicate efficiently in both English and Hindi, ensuring smooth and seamless coordination between the two organizations.
Key Responsibilities:
- Act as a primary point of contact between FIA and PSBA, facilitating clear and timely communication between both parties.
- Ensure that all FIA deliverables and services are understood and communicated accurately to PSBA.
- Coordinate with FIA and bank to address issues, provide updates, and follow up on pending tasks.
- Actively manage the BC onboarding process, ensuring that new BCs are successfully onboarded and that all necessary documentation and training are completed.
- Achieve monthly and quarterly targets for BC onboarding, ensuring that the process is completed efficiently and within deadlines.
- Maintain strong professional relationships with key contacts within both FIA and PSBA Provide regular updates and reports on project statuses and communication activities.
- Address queries and concerns from both FIA and PSBA, resolving issues promptly and effectively.
- Assist in administrative tasks such as scheduling meetings, preparing documents, and ensuring the smooth flow of operations.
Qualifications & Requirements:
- Bachelor's degree or equivalent. (Graduate)
- 2-3 years of relevant experience in a Finance coordination or communication role (preferred).
- Excellent communication skills in both English and Hindi.
- Strong interpersonal skills with the ability to manage relationships across different teams and stakeholders.
- Prior knowledge of finance services and deliverables is a plus.
- Proficient in Microsoft Excel and other office tools for reporting and documentation.
- Ability to work independently, manage multiple tasks, and meet deadlines.
- Strong problem-solving and analytical abilities.
Banking Officer
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We are urgently hiring for "Customer Service Executive" in Malad west Mindspace.
Salary- 26k to 34k + plus incentives + OT
Hsc with 6months or Graduate fresher will do.
Requirements:
- Excellent verbal and written communication skills in English.
- Strong customer service orientation with a passion for helping others.
- Ability to work independently and as part of a team.
- Flexibility to work on a night shift schedule (5 days on, 2 days off).
- Basic computer skills and proficiency in using customer relationship management (CRM) software.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Supportive and collaborative work environment.
- Flexible work arrangements.
Contact- HR Payal
Job Types: Full-time, Permanent, Fresher
Pay: ₹22, ₹32,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Paid sick time
- Provident Fund
Work Location: In person
Banking Manager
Posted today
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Banking Professional (Male Only) with expertise in Forex and corporate banking operations. The role involves managing client accounts, monitoring Forex markets, coordinating with banks, and ensuring smooth day-to-day client banking transaction
Required Candidate profile
5 years of experience in corporate banking/Forex operations.
knowledge of Forex, Current Account, and Savings Account processes
Excellent communication, negotiation, and relationship management skills
Perks and benefits
Best in the Industry
Investment Banking
Posted 1 day ago
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Job description
We are seeking a highly motivated and dynamic individual to join our team in Investment Banking. You will play a pivotal role in leading & executing transactions, conducting financial analysis, supporting BD initiatives and providing strategic advisory to our clients. This is an excellent opportunity for individuals looking to further develop their skills in investment banking within a fast-paced and collaborative environment
Location: BKC, Mumbai
Key Attributes:
· Excellent communication skills
· High proficiency in PowerPoint, Excel & Word
· Ability to work under pressure and strict deadlines
· Ability to thrive in entrepreneurial environment and work in lean teams
· Strong attention to detail
Key Responsibilities:
· Prepare and review collaterals such as teasers, investment memoranda, management presentations, and pitch books
· Prepare end to end financial models for M&A and PE transactions
· Perform various valuation methods – comparable companies, precedents, and DCF
· Perform due diligence, research, analysis, and documentation of live transactions
· Support leadership team in execution of live transaction end to end
· Perform research on different sectors to build insights and strategies
· Lead business development initiatives, building relations with key stakeholders and sourcing deals
· Strong interest and awareness of the markets, investment activities, key players in different industries
Qualification:
· MBA from a reputed institution, CA, CFA
· Only candidates with prior investment banking experience will be considered
Industry
- Financial Services
Employment Type
Full-time
Banking Associate
Posted 1 day ago
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Role & responsibilities
- Handle day-to-day payments: vendor bills, tax payments (TDS, GST), and staff reimbursements
- Prepare and process bank transfers NEFT, RTGS, IMPS, Swift, etc.
- Maintain fund flow planning and coordinate timely movement of funds between accounts
- Work with multiple banks for account operations, documentation, and relationship management
- Assist in managing credit facilities – loans, overdrafts, LCs, forward contracts, and bank guarantees
- Submit required data to banks (stock statements, CMA, interest calculations, etc.)
- Coordinate with the import-export team for banking documents related to shipments and remittances
- Maintain records of all banking documents: account statements, loan papers, FIRC/BRC, etc.
- Reconcile monthly bank statements and prepare MIS reports
- Coordinate for audits, renewal of credit limits, and submission of required documents
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KOTAK Banking
Posted today
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Process:- KOTAK Banking (Sales Voice Process)
Fresher/ experience both can apply
Average Hindi candidate
freshers Salary-13k in hand + incentives
Shift timing: 9:30am-6:30pm
Easy selection only 1 round of interview
looking for immediate joiner
Required Candidate profile
min qualification HSC
Job Location: Kapurbavadi junction Majiwada Thane (w
Interview Scheduling
Call or WhatsApp your CV to:
HR Gautami –
Perks and benefits
High Incentives and growth opportunities.
Banking Analyst
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About Mumbai Industry Analytics Group (MIAG)
The Mumbai Industry Analytics Group works with Investment Banking teams who partner with corporate clients to achieve their strategic goals. Our bankers focus on helping clients with their most important strategic decisions and transactions.
Position Summary
As an analyst, you will help us deliver value to our clients. This entails company and sector research, preparation of information memorandums, financial valuation and modelling, analysis of potential buyers/investors and much more. These analyses are part of client materials which help bankers to advice and service their clients in the areas of M&A, financings, and strategic advisory. Analyst will be aligned to a specific sector and geography.
Responsibilities
- Industry analysis – Researching and preparing industry and market overview
- Company analysis – Analyzing specific company – business operations, financial information and operational KPIs
- Valuation – Relative valuation including comparable and precedent transaction analysis to build a valuation perspective
- Preparing newsletters on specific industry / company for senior management for strategic advisory
- Partners with the team to deliver value to clients on their most important strategic decisions and transactions
Eligibility Criteria & Key Skills Required:-
- Deeply interested in investment Banking, economics, and finance in general
- Knowledge and Technical Skills – Strong understanding of accounting and corporate finance concepts
- Analytical approach with good attention to details
- Project Management – Delivery of client-ready work product
- Excellent interpersonal and communication skills (written and oral)
- Working in teams – Self-accountability in identifying and acting on development opportunities, promotion of constructive dialogue and sharing of best practices
- Champions Progress – Proactively works towards innovative idea generation to improve existing approaches
- Decision Making and Conflict Resolution – Raising right questions and communicating team conflicts with integrity and credibility
- Risk Management – Ability to recognize and respect confidentiality of information
Education:
- MBA / CA / Masters in Finance / Engineer
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Job Family Group:
Institutional Banking
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Job Family:
Investment Banking
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View Citi's EEO Policy Statement and the Know Your Rights poster.
digital banking
Posted today
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Kotak Mahindra Bank - customer care
Role:
Handle outbound customer calls for 811 digital banking
Cross-sell banking product
Meet sales & service target
Requirements:
Min 6 months sales exp
Graduate
Excellent ENG communication
Sal: Upto 3.5 LPA CTC
Required Candidate profile
Age: 18–32 years
No long employment gaps
Shift: 9-hour rotational (8 AM–8 PM)
Week Offs: 4/month, 6 after 6 months
Location: Wagle Estate, Thane West
Perks and benefits
High salary Package (Kotak Mahindra Bank)