5,941 Banking Support jobs in India

Banking Associate

Thrissur, Kerala HRQuadrant

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Job Description

Role : Realationship Manager

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

Work Location: On the road
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L2 Technical Support – Mobile Banking Production Support

Navi Mumbai, Maharashtra IDBI Intech

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Job Description

  • Role Summary: Responsible for providing Level 2 (L2) technical support for Mobile Banking production systems, with a focus on proactive monitoring, troubleshooting, patch management, and vendor coordination to maintain high availability of applications.
  • Key Responsibilities:
    • Resolve production issues raised by customers and bank branches.
    • Maintain production DC (Data Center) and DR (Disaster Recovery) Web and Application Servers.
    • Proactively monitor application issues reported by Quality Kiosk and APM teams.
    • Support integration of new product features with vendor Snapwork for ESB/API.
    • Manage patch deployment and validation activities in UAT.
    • Ensure 24/7 application support for Tier-1 Mobile Banking used by 25 lakh+ users.
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Bank Teller

Gandhinagar, Gujarat test

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Job Description

Job brief

We are looking for a liable Bank Teller to process all transactions accurately and efficiently in accordance with established policies and procedures. The successful candidate will be the “frontline” of our bank and will play a fundamental role in achieving our customer satisfaction and revenue growth objectives. You must be comfortable making dozens of transactions daily, communicate with different types of clients, and sell bank’s products/services.

Responsibilities
  • Conduct dozens of bank’s routine transactions within time limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals, etc)
  • Assess customer needs and introduce new products and services (credit cards, saving bonds, etc)
     
  • li>Make sales referrals, suggest alternate channels and cross-sell products and services
      li>Go the “extra mile” to build trust relationships, customer loyalty, and satisfaction
      < li>
  • Comply with regulatory requirements
     
  • li>Manage risk in every transaction and detect fraudulent transactions to prevent losses
      li>Resolve customers’ issues and provide relevant information
Requirements
    < i>Proven working experience in banking, personal banking, retail banking or financial services Basic PC knowledge and familiarity with electronic equipment (e.g. cash drawers, receipt validators, money counters)
  • Strong communication and time management skills
  • Customer satisfaction-oriented
  • Attention to detail and mathematical skills
  • Excellent sales skills
  • BS in Finance, Banking or relevant field

. Skillset Required: personal banking, retail banking, financial services, business management skill, records management, documentation and specification skill, ms office
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Bank Teller

Kerala, Kerala EXPRESSIONS LEARNING RESOURCES PRIVATE LIMITED

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Job Description

Helps customers complete financial transactions, including bank deposits, withdrawals, wire transfers, and foreign currency exchanges.

.cross selling of bank products to promote bank.

Answers customer questions and provides information about the bank services, including credit cards, loans, and bank accounts. Verifies customer identities and keeps all information confidential. Counts cash at the start and end of each shift. Records all transactions throughout the workday. Adheres to federal and state banking regulations and corporate rules and regulations

Only freshers and experience not more than one year can apply

Pay: ₹300,000.00 per year

**Benefits**:

- Health insurance
- Leave encashment

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Shift allowance

Application Question(s):

- We are looking out for freshers and experience not more than one year
- Freshers and not more than one year experience

**Education**:

- Bachelor's (required)

License/Certification:

- Bike and driving licence (required)

Willingness to travel:

- 50% (required)

Work Location: In person
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Investment Banking Associate

Karnataka, Karnataka Sprout Capital Advisors LLP

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Job Description

Company Description

Sprout Capital Advisors LLP is trusted by leading mid-market companies as a partner committed to delivering results with integrity. We offer deep engagement with our clients and exceptional transaction execution, having closed over 75 transactions totaling more than $900 million.


Role Description

This is a full-time on-site role located in Bangalore Urban for an Investment Banking Associate. The Associate will be responsible for day-to-day tasks such as financial modeling, pitch book creation, conducting due diligence, and performing valuations. The role involves analyzing financial data, preparing transaction documentation, and supporting senior bankers in deal execution.


Qualifications

  • Financial Modeling and Performing Valuation skills
  • Experience in creating strategy presentations and info-memos
  • Strong Analytical Skills
  • Excellent written and verbal communication skills
  • Ability to work effectively in a team and manage multiple tasks
  • Bachelor’s degree in Finance, Economics, Business, or related field; an MBA/CFA is a plus
  • Experience in investment banking or related finance field is preferred
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Investment Banking Associate

Ahmedabad, Gujarat Scry AI

Posted 3 days ago

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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.

This advertiser has chosen not to accept applicants from your region.

Private Banking Associate

Mumbai, Maharashtra Nuvama Private

Posted 19 days ago

Job Viewed

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Job Description

Role Overview

The Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives.


Key Responsibilities

Client Acquisition Support

  • Assist in the preparation of client presentations, pitch books, and investment proposals.
  • Conduct research on prospective clients, industries, and market trends to support business development.
  • Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials.

Portfolio Analytics & Reporting

  • Analyze client portfolios across asset classes, track performance, and prepare periodic review reports.
  • Support portfolio construction by providing research-based insights and recommendations.
  • Monitor market developments and assess impact on client portfolios.
  • Prepare customized investment analysis to support relationship managers and clients in decision-making.


Qualifications & Skills

  • Bachelor’s/Master’s degree in Finance, Economics, Business, or related field; CFA/CFP (preferred).
  • 2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis.
  • Strong knowledge of financial markets, investment products, and asset allocation principles.
  • Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar (preferred).
  • Excellent communication, presentation, and stakeholder management skills.
  • Strong analytical mindset with attention to detail.

Personal Attributes

  • Client-centric mindset with a focus on quality and delivery.
  • Proactive, resourceful, and able to work in a fast-paced environment.
  • Strong team player with a high degree of integrity and professionalism.
This advertiser has chosen not to accept applicants from your region.
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Investment Banking Associate

Bengaluru, Karnataka Acuity Knowledge Partners

Posted 24 days ago

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Job Description

Hiring for Investment Banking team for multiple roles for Bangalore, candidates should be comfortable working in 12 PM to 9 PM shifts with 5 days WFO set up


Candidates with experience range from 1-6 Years in Investment Banking


Educational Qualifications-Any Post Graduate / CFA All Level cleared


Job Description


Industry studies, thematic research, mailers/newsletters, industry landscape and mapping, Company profiling (Public/Private), Industry / benchmarking analysis, preparation of pitchbooks, information memorandum, confidential information memorandums, buyer and target screening, prospect benchmarking and marketing materials, trading and comparable comps database, precedent transaction analysis, valuation methodologies (SOTP, Relative Valuation, DCF, LBO) and Client Coordination


Key Responsibilities


  1. Excellent communication and presentation skills, ability to engage stakeholders in meaning discussion on the industry outlook and current themes
  2. Ability to identify new themes in the sub sectors and work on comprehensive thematic research.
  3. Strong financial and analytical skills to assess the economic performance/analysis of companies and industries for clients
  4. Should work independently and have the management/leadership skills to run the research on a day-to-day basis
  5. Managing the project timelines and quality of deliverables ensuring "high client satisfaction"
  6. Conducting analysis and performing quality control check of the outgoing reports/packs
  7. Should be able to impart training to junior members in the team
  8. Experience in analyzing industry trends and evaluating business dynamics
  9. Generating ideas and creating presentations as part of pitch books
  10. Advanced Excel and PowerPoint skills (Excel VBA knowledge is an added advantage)
  11. Good written and verbal communication skills
  12. Expert knowledge on financial databases(Bloomberg, Capital IQ, Thomson Reuters, Pitchbook, Merger Market)
  13. Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques


Interested candidates can mail the resume on

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Investment Banking Associate

Ahmedabad, Gujarat Scry AI

Posted today

Job Viewed

Tap Again To Close

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.

This advertiser has chosen not to accept applicants from your region.

Private Banking Associate

Mumbai, Maharashtra Nuvama Private

Posted today

Job Viewed

Tap Again To Close

Job Description

Role Overview

The Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives.

Key Responsibilities

Client Acquisition Support

  • Assist in the preparation of client presentations, pitch books, and investment proposals.
  • Conduct research on prospective clients, industries, and market trends to support business development.
  • Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials.

Portfolio Analytics & Reporting

  • Analyze client portfolios across asset classes, track performance, and prepare periodic review reports.
  • Support portfolio construction by providing research-based insights and recommendations.
  • Monitor market developments and assess impact on client portfolios.
  • Prepare customized investment analysis to support relationship managers and clients in decision-making.

Qualifications & Skills

  • Bachelor’s/Master’s degree in Finance, Economics, Business, or related field; CFA/CFP (preferred).
  • 2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis.
  • Strong knowledge of financial markets, investment products, and asset allocation principles.
  • Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar (preferred).
  • Excellent communication, presentation, and stakeholder management skills.
  • Strong analytical mindset with attention to detail.

Personal Attributes

  • Client-centric mindset with a focus on quality and delivery.
  • Proactive, resourceful, and able to work in a fast-paced environment.
  • Strong team player with a high degree of integrity and professionalism.
This advertiser has chosen not to accept applicants from your region.
 

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