402 Punjab National Bank jobs in India
Banking Associate
Posted today
Job Viewed
Job Description
Location : Kottayam
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: On the road
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.
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Private Banking Associate
Posted 10 days ago
Job Viewed
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.
Investment Banking Associate
Posted 16 days ago
Job Viewed
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
- Excellent communication and presentation skills, ability to engage stakeholders in meaning discussion on the industry outlook and current themes
- Ability to identify new themes in the sub sectors and work on comprehensive thematic research.
- Strong financial and analytical skills to assess the economic performance/analysis of companies and industries for clients
- Should work independently and have the management/leadership skills to run the research on a day-to-day basis
- Managing the project timelines and quality of deliverables ensuring "high client satisfaction"
- Conducting analysis and performing quality control check of the outgoing reports/packs
- Should be able to impart training to junior members in the team
- Experience in analyzing industry trends and evaluating business dynamics
- Generating ideas and creating presentations as part of pitch books
- Advanced Excel and PowerPoint skills (Excel VBA knowledge is an added advantage)
- Good written and verbal communication skills
- Expert knowledge on financial databases(Bloomberg, Capital IQ, Thomson Reuters, Pitchbook, Merger Market)
- Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques
Interested candidates can mail the resume on
Investment Banking Associate
Posted 1 day 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
If this role interests you, then follow our page to stay updated on similar future job openings and insights.
Investment Banking Associate
Posted 2 days ago
Job Viewed
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
- Excellent communication and presentation skills, ability to engage stakeholders in meaning discussion on the industry outlook and current themes
- Ability to identify new themes in the sub sectors and work on comprehensive thematic research.
- Strong financial and analytical skills to assess the economic performance/analysis of companies and industries for clients
- Should work independently and have the management/leadership skills to run the research on a day-to-day basis
- Managing the project timelines and quality of deliverables ensuring "high client satisfaction"
- Conducting analysis and performing quality control check of the outgoing reports/packs
- Should be able to impart training to junior members in the team
- Experience in analyzing industry trends and evaluating business dynamics
- Generating ideas and creating presentations as part of pitch books
- Advanced Excel and PowerPoint skills (Excel VBA knowledge is an added advantage)
- Good written and verbal communication skills
- Expert knowledge on financial databases(Bloomberg, Capital IQ, Thomson Reuters, Pitchbook, Merger Market)
- Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques
Interested candidates can mail the resume on
Private Banking Associate
Posted 3 days ago
Job Viewed
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.
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Investment Banking Associate
Posted 1 day ago
Job Viewed
Job Description
Responsibilities:
- Assist in the execution of mergers and acquisitions (M&A), debt financings, and equity offerings.
- Conduct in-depth financial analysis, including valuation modeling, comparable company analysis, and precedent transaction analysis.
- Prepare and present client-facing materials, such as pitch books, management presentations, and deal marketing documents.
- Manage and coordinate deal processes, including due diligence, document negotiation, and closing procedures.
- Build and maintain relationships with clients, investors, and other stakeholders.
- Stay current with market trends, industry developments, and regulatory changes affecting the financial markets.
- Support senior bankers in business development efforts and client origination.
- Mentor and guide junior analysts, fostering a collaborative team environment.
- Perform industry research and identify potential investment opportunities.
- Ensure compliance with all relevant legal and regulatory requirements.
Qualifications:
- Master's degree in Finance, Economics, Business, or a related quantitative field, or a Bachelor's degree with exceptional academic achievement.
- Minimum of 3-5 years of experience in investment banking, corporate finance, or a related field.
- Proven experience in financial modeling, valuation techniques, and transaction execution.
- Strong understanding of capital markets, financial instruments, and corporate finance principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Proficiency in financial databases and software such as Bloomberg, FactSet, S&P Capital IQ, and advanced Excel/PowerPoint skills.
- Demonstrated ability to manage multiple projects simultaneously and work effectively under pressure in a fast-paced environment.
- Strong teamwork and interpersonal skills.
- High level of integrity, work ethic, and attention to detail.
This is an exceptional opportunity to gain significant transaction experience and advance your career within a highly respected financial institution. The successful candidate will play a key role in advising clients on critical strategic and financial decisions.
Investment Banking Associate
Posted 1 day ago
Job Viewed
Job Description
Investment Banking Associate
Posted 1 day ago
Job Viewed
Job Description
Key Responsibilities:
- Support senior bankers in executing M&A transactions, debt and equity financings, and advisory mandates.
- Develop intricate financial models, including DCF, LBO, accretion/dilution, and comparable company analysis.
- Prepare high-quality marketing materials, such as pitch books, Confidential Information Memoranda (CIMs), and management presentations.
- Conduct in-depth industry research and company-specific analysis to identify investment opportunities and strategic recommendations.
- Manage the due diligence process, coordinating with clients, legal counsel, and other advisors.
- Build and maintain strong relationships with clients, understanding their strategic objectives and financial needs.
- Assist in deal structuring, negotiation, and closing processes.
- Stay informed about market trends, economic conditions, and regulatory developments impacting the financial industry.
- Mentor and guide junior analysts, fostering their professional development.
- Contribute to business development efforts and client relationship management.
Qualifications:
- MBA or Master's degree in Finance, Economics, or a related field from a top-tier institution.
- Minimum of 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
- Exceptional financial modeling, valuation, and analytical skills.
- Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv, CapIQ).
- Strong understanding of financial statements and accounting principles.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts.
- Proven ability to work effectively in a demanding, team-oriented environment.
- Strong work ethic, attention to detail, and ability to manage multiple priorities under tight deadlines.
- Demonstrated ability to work independently and contribute to deal execution.
- Discretion and professionalism in handling confidential information.