642 Banking Assistant Jobs in Delhi

Role/Job Title - Banker-Customer Experience Business - Retail Banking Function/ Department: 'Branch Banking Place of work: PAN India Job Purpose The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.  Roles & Responsibilities Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell. Deliver business target assigned as per performance score card. Giving the client need based product solutions and in the process aligning client requirements with business specifics. Assessing customer propensity and ensuring higher product penetration per relationship. Referencing for more business from existing customers. Responsible for creating a customer-focused approach for quick resolution of all queries and complaints. Ensuring adherence to banking regulation & policies pertaining to Anti Money laundering, know your customer (KYC), Data & Information security etc. Assist in closure of all observations on audit report  Secondary Responsibilities: - Perform audit and ensure compliance to internal and external regulations and guidelines - Provide best in-class customer service to become their banking partner of choice Key Success Metrics CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card.

Job description Job Title: Relationship Manager-Business Banking Function/ Department: Business Banking Job Purpose: The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisition along with liabilities and Forex deepening. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening. Roles & Responsibilities: Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinquency management, relationship management, and an analytical mindset. Managing the portfolio effectively through continuous monitoring of accounts and renewals, enhancement, retention and ensuring portfolio hygiene with minimal open deferral and covenants. Develop a superior working relationship with branch banking for cross-leveraging & synergy optimization and work within the overall bank ecosystem with other stakeholders. Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers. Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated ability in sales planning and conceptualizing promotions and marketing initiatives. Understanding of financial statements, credit Assessment and title-security documents  

Roles & Responsibilities: Responsible for acquiring new customers for business banking with adetailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinquencymanagement, relationship management, and an analytical mindset. Managing the portfolio effectively through continuous monitoring ofaccounts and renewals, enhancement, retention and ensuring portfoliohygiene with minimal open deferral and covenants. Develop a superior working relationship with branch banking for cross-leveraging && synergy optimization and work within the overall bankecosystem with other stakeholders. Evaluate the growth strategy based on competitor analysis andfeedback from different channels and customers. Recommend process changes in order to improve service efficiencyand quality across the branch network. Demonstrated ability in sales planning and conceptualizing promotionsand marketing initiatives. Understanding of financial statements, credit Assessment and title-security documentsEducational Qualifications:        Graduation: Any DisciplineProfessional Qualification: Preferred Chartered Accountant (CA).Experience: 5-10 years of relevant branch banking experience

Hello Candidate , We have urgent requirement for the Assistant Manager Position Celebrating Uniqueness. OUR uniqueness is our COLLECTIVE strength. At GCI, we are passionate about creating aninclusive culture that supports and promotes diversity. We are committed to fostering an environment in whichemployees recognize their uniqueness and feel comfortable, respected, appreciated, and valued. We believe that thisuniqueness and diversity makes for a more creative, innovative and successful workplace. At GCI, everyone is welcome. Job Description Position Title : Assistant Sales Manager / Department : Health SalesPosition Holder : M1 to M2 Function : Sales & DistributionRole : FLS Health sales Reports to : CDM / Sr.CDM Health Sales Job Scope / Position SummaryPurpose Of this Role: To generate business through agents and activities Main Responsibility Key Result Area1. Recruitment of the New agents and engaging with the existing agents Recruitment & Activation ofAgents2. Planning and devising the local scheme and engagement program for Agents Driving GWP throughagents3. Ensuring the agents productivity and activation Productivity4. Product Training to agent and agents life cycle management Training5 Brand development by conducting sales campaigns Campaigns6 Ensure Nil discrepancy and high customer service satisfaction Operations7 Ensuring meeting of the goal sheet targets month on month basis Achievements  Experience : Min 1 Year in Sales, Preferred from Insurance Industry Insurance, NBFSFunctional Skills(RoleSpecific) Understand Insurance Products Client Acquisition and Retention Skills Customer Orientation Ability to connect at cross functional level

Responsible for acquiring new customers for business banking with a detailedunderstanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinquencymanagement, relationship management, and an analytical mindset. Managing the portfolio effectively through continuous monitoring of accountsand renewals, enhancement, retention and ensuring portfolio hygiene withminimal open deferral and covenants. Develop a superior working relationship with branch banking for cross-leveraging && synergy optimization and work within the overall bank ecosystemwith other stakeholders. Evaluate the growth strategy based on competitor analysis and feedback fromdifferent channels and customers. Recommend process changes in order to improve service efficiency andquality across the branch network. Demonstrated ability in sales planning and conceptualizing promotions andmarketing initiatives. Understanding of financial statements, credit Assessment and title-securitydocuments

. CASA Acquisition & Sales Identify and acquire new customers for Current Account (CA) and Savings Account (SA) products. Conduct field visits, cold calls, and lead generation activities to achieve daily/monthly acquisition targets. Cross-sell banking products such as debit cards, insurance, digital banking, and overdraft facilities. 2. Customer Relationship Management Build and maintain strong relationships with new and existing customers. Ensure high-quality customer onboarding and activation. Provide excellent customer service and resolve customer queries related to CASA accounts. 3. Portfolio Management Ensure activation of newly opened accounts and monitor customer transactions. Improve customer engagement through regular follow-ups and service calls. Work to increase balances and reduce dormant/inactive accounts. 4. Compliance & Documentation Ensure KYC/AML guidelines are followed during customer onboarding. Verify documents and complete account-opening formalities accurately. Adhere to bank policies, audit norms, and regulatory requirements. 5. Market Research & Business Development Identify new market segments, corporates, traders, and professionals for CASA sourcing. Participate in marketing campaigns, promotional activities, and tie-ups to increase CASA business.

Hello Job Seekers,  Greetings of the day !!  Urgently looking for experienced candidates for jobs in - Bancassurance , direct channel , agency channel , Tele vertical etc Hiring for all banks and insurance companies.  Salary depends on last experience and channel.  Job Location - Pan India  Please share references for the one looking for job change moreover for aligning your interview please call or drop your resume @ 6306942879 (Ankita ).

As an integral part of the Advisory business, your role will involve providing transaction support by analyzing, valuing, and documenting transactions. You will also be responsible for managing client relationships, identifying business opportunities, and ensuring effective execution for deals within specific sectors and clients. Additionally, brainstorming innovative ideas, solutions, and proposals within the team will be a key aspect of your responsibilities. Your key responsibilities and tasks will include: - Providing transaction support with analysis, valuation, and documentation - Managing client relationships and identifying business opportunities with the Senior Banker - Ensuring effective execution for deals within specific sectors and clients - Displaying market intelligence, staying updated with trends, showcasing sector know-how, and proposing creative alternatives to clients - Managing team results, reviewing financial models, developing presentations, and supporting due diligence and marketing efforts - Interacting with M&A and Capital Markets teams to ensure effective deal execution To be eligible for this role, you should have: - MBA from a premier institute or CA qualification - Minimum of 2 years of experience This job will provide you with the opportunity to contribute to the strategic and financial objectives of the Advisory business while working on sector/client-specific transactions. As an integral part of the Advisory business, your role will involve providing transaction support by analyzing, valuing, and documenting transactions. You will also be responsible for managing client relationships, identifying business opportunities, and ensuring effective execution for deals within specific sectors and clients. Additionally, brainstorming innovative ideas, solutions, and proposals within the team will be a key aspect of your responsibilities. Your key responsibilities and tasks will include: - Providing transaction support with analysis, valuation, and documentation - Managing client relationships and identifying business opportunities with the Senior Banker - Ensuring effective execution for deals within specific sectors and clients - Displaying market intelligence, staying updated with trends, showcasing sector know-how, and proposing creative alternatives to clients - Managing team results, reviewing financial models, developing presentations, and supporting due diligence and marketing efforts - Interacting with M&A and Capital Markets teams to ensure effective deal execution To be eligible for this role, you should have: - MBA from a premier institute or CA qualification - Minimum of 2 years of experience This job will provide you with the opportunity to contribute to the strategic and financial objectives of the Advisory business while working on sector/client-specific transactions.

Role Overview: Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the existing trade account portfolio. Key Responsibilities: - Advising/supporting business clients with complex credit financing needs, in line with all applicable regulatory requirements - Advising on credit-related client solutions and assessing loans from an income and risk perspective, within the existing credit processes - Preparing credit submissions for approval and application for credit authority or approvals, while monitoring credit exposures and/or any credit material deterioration over the life cycle of the client relationship - Identifying business clients credit needs and proposing suitable products, services, and solutions - Supporting efforts to gain new business and grow earnings potential from existing clients - Advising and guiding teams in the development of bespoke products/solutions/platforms - Working with functional and cross-functional colleagues to ensure that products/solutions/platforms meet the needs of the bank/clients - Maintaining and growing business contacts and leads in the lending business - Compliance with internal and credit-related regulations, e.g., QS audit results, KWG, etc. - Implementing regulatory KYC requirements and maintaining compliance with other applicable regulatory requirements and guidelines Qualification Required: - Experience in servicing or sourcing clients - Liabilities experience for sourcing Capital accounts (FDI / ODI / ECB) - Preferred applicants from Banking / Premium club membership / (Paid) High End Credit card sales background - Excellent communication in English and well-groomed - Minimum qualification required is Graduation - Minimum experience should be 5-10 Years in a relevant field Additional Company Details: Deutsche Bank offers a culture of continuous learning, training, and development to help employees excel in their careers. Employees receive coaching and support from experts in their teams, with a range of flexible benefits that can be tailored to suit individual needs. The company strives for a positive, fair, and inclusive work environment where employees are empowered to excel together every day. Visit the company website for further information: [Deutsche Bank Company Website](https://www.db.com/company/company.html).,

As a Quality Analyst specializing in Core Banking (Transact) at NTT DATA, your role involves developing and implementing test plans, test cases, and test scripts aligned with business and technical requirements. Your expertise in Core Banking Transact and its various modules will be pivotal in ensuring thorough testing processes. Documenting test results, generating detailed reports, and presenting findings to stakeholders will form an integral part of your responsibilities. Additionally, identifying, reporting, and tracking defects discovered during testing and collaborating with development teams for resolution are key aspects of this role. Key Responsibilities: - Develop and execute test plans, test cases, and test scripts for Core Banking (Transact) - Utilize in-depth knowledge of Core Banking Transact and its modules - Document test results, create detailed reports, and present findings to stakeholders - Identify, report, and track defects during testing - Collaborate with development teams to resolve identified defects Qualification Required: - 8-10 years of overall experience with at least 3+ years as a Core banking QA - Proven experience as a Quality Analyst in the banking sector - Familiarity with agile methodologies and project management principles is a plus - Strong analytical and problem-solving skills - Excellent communication and interpersonal abilities - Ability to work independently and as part of a team NTT DATA, a $30 billion global innovator in business and technology services, is dedicated to serving 75% of the Fortune Global 100. With a presence in more than 50 countries and a diverse expert workforce, we offer a range of services including business and technology consulting, data and artificial intelligence solutions, and application development and management. As a leader in digital and AI infrastructure, our commitment to R&D investment exceeding $3.6 billion annually enables us to empower organizations and society for a confident digital future. Explore more about us at us.nttdata.com.,

You will be responsible for leading the personal loan vertical at Billcut, overseeing partner programs such as LNT, ABL, and Tata Capital. Your role will involve owning and delivering sales targets, managing the sales team, driving personal loan acquisition, designing sales strategies, building relationships with partner institutions, tracking performance metrics, and recruiting and mentoring team members. - Own and deliver sales targets and revenue growth across partner programs (LNT, ABL, Tata Capital). - Manage, guide, and inspire the sales team to consistently achieve goals. - Drive personal loan acquisition through structured office-based operations. - Design and execute sales strategies aligned with each partner's objectives. - Build and maintain strong relationships with partner institutions. - Track performance metrics, review pipelines, and present reports to management. - Recruit, train, and mentor team members to maximize productivity. Qualifications Required: - Minimum 6 years of experience in banking/financial services sales. - Strong exposure to personal loans and digital lending. - Proven ability to lead and manage sales teams effectively. - Excellent communication, negotiation, and relationship-building skills. - Graduate / Postgraduate degree in Business, Finance, or related field.,

Role Overview: As a Relationship Manager-Business Banking, your main responsibility will be to provide financial solutions to fulfill the working requirements of business banking customers. You will strive to offer top-notch relationship management and customer experience to establish strong partnerships with clients. Your role will involve acquiring new asset NTB clients, as well as deepening liabilities and FX relationships. Collaborating closely with product and operations teams will be essential to drive effective customer acquisition, servicing, and deepening strategies. Key Responsibilities: - Acquire new customers for business banking by conducting thorough credit assessments. - Demonstrate expertise in liability, Forex, trade, client relationships, delinquency management, and relationship management with an analytical mindset. - Monitor and manage the portfolio effectively by overseeing account renewals, enhancements, retentions, and ensuring portfolio hygiene with minimal deferrals and covenants. - Establish strong relationships with branch banking for cross-leveraging and synergy optimization within the overall bank ecosystem. - Evaluate growth strategies based on competitor analysis and feedback, recommending process changes to enhance service efficiency and quality. - Plan sales initiatives, promotions, and marketing strategies effectively. - Possess a strong understanding of financial statements, credit assessment, and title-security documents. Qualifications Required: - Graduation in any discipline. - Preferred professional qualification as a Chartered Accountant (CA). - Relevant experience of 5-10 years in branch banking. Role Overview: As a Relationship Manager-Business Banking, your main responsibility will be to provide financial solutions to fulfill the working requirements of business banking customers. You will strive to offer top-notch relationship management and customer experience to establish strong partnerships with clients. Your role will involve acquiring new asset NTB clients, as well as deepening liabilities and FX relationships. Collaborating closely with product and operations teams will be essential to drive effective customer acquisition, servicing, and deepening strategies. Key Responsibilities: - Acquire new customers for business banking by conducting thorough credit assessments. - Demonstrate expertise in liability, Forex, trade, client relationships, delinquency management, and relationship management with an analytical mindset. - Monitor and manage the portfolio effectively by overseeing account renewals, enhancements, retentions, and ensuring portfolio hygiene with minimal deferrals and covenants. - Establish strong relationships with branch banking for cross-leveraging and synergy optimization within the overall bank ecosystem. - Evaluate growth strategies based on competitor analysis and feedback, recommending process changes to enhance service efficiency and quality. - Plan sales initiatives, promotions, and marketing strategies effectively. - Possess a strong understanding of financial statements, credit assessment, and title-security documents. Qualifications Required: - Graduation in any discipline. - Preferred professional qualification as a Chartered Accountant (CA). - Relevant experience of 5-10 years in branch banking.

You will be joining Maple Capital Advisors, a leading boutique investment banking and advisory firm, as a Manager-Investment Banking in New Delhi. Your role will involve end-to-end deal execution across M&A and Private Equity transactions, driving deal origination, sector coverage, and client engagement, creating detailed financial models, presentations, and investor materials, leading industry and company research to support ongoing mandates, and collaborating closely with senior leadership on strategic initiatives. This position is a hands-on, leadership-track role reporting directly to the Managing Director. Key Responsibilities: - End-to-end deal execution across M&A and Private Equity transactions - Driving deal origination, sector coverage, and client engagement - Creating detailed financial models, presentations, and investor materials - Leading industry and company research to support ongoing mandates - Collaborating closely with senior leadership on strategic initiatives Qualifications: - 23+ years of experience at an investment bank in India - Proven track record in M&A and/or Private Equity deal execution - Strong financial modelling, valuation, and analytical skills - Excellent presentation and client communication abilities - Demonstrated sector knowledge in one or more of: Consumer, Technology, Manufacturing, Financial Services - High energy, entrepreneurial mindset, and strong ownership - A true team player who thrives in a fast-paced, performance-driven environment You are required to have an MBA/MS Finance/CA/CFA from a premier Indian or global institute, strong academic performance, leadership track record, proficiency in financial modelling and MS Office, strong presentation and interpersonal skills, and ideally based in New Delhi/NCR. You will be joining Maple Capital Advisors, a leading boutique investment banking and advisory firm, as a Manager-Investment Banking in New Delhi. Your role will involve end-to-end deal execution across M&A and Private Equity transactions, driving deal origination, sector coverage, and client engagement, creating detailed financial models, presentations, and investor materials, leading industry and company research to support ongoing mandates, and collaborating closely with senior leadership on strategic initiatives. This position is a hands-on, leadership-track role reporting directly to the Managing Director. Key Responsibilities: - End-to-end deal execution across M&A and Private Equity transactions - Driving deal origination, sector coverage, and client engagement - Creating detailed financial models, presentations, and investor materials - Leading industry and company research to support ongoing mandates - Collaborating closely with senior leadership on strategic initiatives Qualifications: - 23+ years of experience at an investment bank in India - Proven track record in M&A and/or Private Equity deal execution - Strong financial modelling, valuation, and analytical skills - Excellent presentation and client communication abilities - Demonstrated sector knowledge in one or more of: Consumer, Technology, Manufacturing, Financial Services - High energy, entrepreneurial mindset, and strong ownership - A true team player who thrives in a fast-paced, performance-driven environment You are required to have an MBA/MS Finance/CA/CFA from a premier Indian or global institute, strong academic performance, leadership track record, proficiency in financial modelling and MS Office, strong presentation and interpersonal skills, and ideally based in New Delhi/NCR.

Assistant Accountants support accountant teams in a variety of organizations, from banks to schools and hospitals. This job is suitable for those who are good at mathematics and like working with numbers. Typical duties seen on an Assistant Accountant resume include: allocating budgets, tracking expenses, managing ledgers, generating invoices, preparing VAT returns, taking part in audits, and completing tasks as assigned by senior accountants.

We are hiring an Accounting Assistant to support our finance team with daily accounting and administrative tasks. The role involves maintaining accurate financial records, processing payments, and assisting in financial reporting. Key Responsibilities: Handle accounts payable and receivable activities. Prepare and process invoices, bills, and expense reports. Reconcile bank statements and company accounts regularly. Assist with month-end and year-end closing. Update and maintain financial records and ledgers. Support in preparing financial reports and summaries. Ensure accuracy and compliance with accounting standards. Perform general administrative duties like filing and data entry. Skills and Qualifications: Bachelors degree in Accounting, Finance, or related field. 13 years of experience in accounting or bookkeeping. Good knowledge of accounting principles. Proficiency in MS Excel and accounting software (Tally, QuickBooks, or SAP). Strong attention to detail and good communication skills. Ability to manage time and work accurately with numbers. Employment Type: Full-Time Industry: Accounting / Finance

Banking Business Analysts are employed by financial institutions and are responsible for performing complex financial analyses, monitoring market trends, identifying new business opportunities, researching potential clients, and supporting the marketing strategy. Based on our collection of resume samples, Banking Business Analysts should demonstrate financial expertise, business acumen, leadership, analytical thinking, communication abilities, and proactivity. Those seeking to fulfill this role should be able to display a degree in business, finance or accounting in their resumes.

Banking Consultants provide support to bank customers and help them handle their deposits and payments. They perform both operational and clerical tasks: maintaining filing systems, collecting customer data, monitoring transactions, assessing customer credentials, and adhering to bank procedures and policies. A well-written resume sample in the field usually focuses on abilities like knowledge of banking operations, customer service skills, computer competences, confidentiality, and teamwork. Employers select resumes highlighting at least an Associates Degree in banking or finance.

JOB SUMMARY Direct customer service and sales to existing Max life insurance  customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base.Ensure retention of his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer walk-in/query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self-appointments every day from the given customer database as per the campaignSales Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life InsuranceAge Bracket: 23-32 yearsMust own a conveyanceKNOWLEDGE / SKILLS / ABILITIES Process & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional language

You will be responsible for achieving the Business Objectives for the Area and meeting the value, volume, and channel productivity metrics. This includes generating revenues through sales of CASA, Assets, TFX, and Third Party Products like Insurance, General Insurance etc. through the branch channel. You will lead Branch Managers, the Operation Team, and mentor Sales Teams. Additionally, you will be in charge of enhancing the Deposit pool from customers, ensuring Regulatory Compliance, and handling Manpower Planning. Improving RM & RO channel productivity, driving Service Quality parameters, managing productivity morale of branch personnel, and establishing standards for the delivery of customer service are also key aspects of this role. Key Responsibilities: - Achieve Business Objectives for the Area - Generate revenues through sales of various financial products - Lead Branch Managers, Operation Team, and mentor Sales Teams - Enhance Deposit pool from customers - Ensure Regulatory Compliance - Plan Manpower effectively - Improve RM & RO channel productivity - Drive Service Quality parameters - Manage productivity morale of branch personnel - Establish standards for delivering customer service Qualifications Required: - Bachelor's degree in Business Administration or related field - Proven experience in banking and financial services - Strong leadership and communication skills - Knowledge of regulatory compliance and banking operations - Ability to drive sales and achieve business objectives Company Details: If any additional details of the company are mentioned in the job description, they will be included here.,

As a Banking Operations Senior Representative (Grade 03) at our company, your role involves end-to-end execution of customer due diligence (CDD) and enhanced due diligence (EDD) for both individual and corporate clients. You will be responsible for ensuring that KYC records conform to regulatory and internal standards by reviewing documentation, assessing risk, and updating systems with accurate client information. Key Responsibilities: - Analyze and execute the KYC/CDD process by understanding Standard Operating Procedures - Interpret documents related to KYC operations and input the information into the appropriate application - Adhere to all standardized processes and procedures as agreed upon - Provide narrative in the English language with proper grammar and sentence structure - Review, keep up to date, and fully comply with process operational and administrative procedures - Participate in training programs based on business needs - Attend team meetings Qualifications Required: - 0-3 years of experience in Banking BPO is preferred - University degree or equivalent in Accounting & Commerce Graduates with a minimum of 3 years of formal studies - At least 1 year of experience using a computer with Windows PC applications, including keyboard usage, screen navigation, and learning new software tools - Ability to work scheduled shifts, including weekends - Effective communication skills (oral/written) in English Join our team to contribute to our mission of maintaining high standards of due diligence for our clients while ensuring compliance with regulations and internal policies.,