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Banking Jobs in Mumbai

Banking Jobs in Mumbai

Explore top Banking Job opportunities in Mumbai from Top Companies & Startups. All jobs are added by verified employees who can be contacted directly below.

AMN Life Science Private Limited
AMN Life
Posted by AMN Life
4 - 10 yrs
₹1L - ₹3L / yr
Subject-matter expert
+2 more
  • Responsible for handling Imports/ exports/ shipping Documentations in Banks
  • Knowledge of L/ c Documentation for Import and Export & coordinate banker for the Same
  • Responsible for Account Payables and Receivables , GST filings & Accounting
Read more
Kredit Foundation
soumen laha
Posted by soumen laha
Pune, Nagpur, Mumbai, Nashik, Rajkot, Ahmedabad, Surat, Vadodara, Dhanbad, Ranchi, Bhubaneswar, Rourkela, Cuttack
5 - 10 yrs
₹3L - ₹4.8L / yr
Financial services
Financial management
Financial analysis
+3 more



Any Bachelor Degree

Job Description

Establishing good relationships with Bank's LHO, RBO, DSH & Link Branches.

- Appointment of Kiosk operators in allocated URBAN locations.

- Responsible for ensuring completion & submission of documents at the Bank's office for opening CSPs.

- Ensuring proper selection of CSP location & Kiosk Operator with vision of business sustainability.

- Working towards increasing business performance of CSP's

- Controlling & monitoring of CSP's to avoid Frauds.

- Manages all state level activities and coordination .

- Representation at regional level offices as well as district level offices.

- Any other work; as and when required pertaining Financial Inclusion business

Requirement of Candidate:

1. Graduate

2. Min Exp. of 5 years

3. financial inclusion (BFSI) sector

4. Should have handled a team .

5. Computer Skills - Mails, MS Excel, MS Word.

6. Good Communication skills (English and local Language) - Written & Oral

Provide guidance, mentorship and effective knowledge management within the team to ensure profitability


- Identify, assess and manage risks arising out of operational plan, design or delivery

- Manage multiple stakeholders and work closely with them.

- Ensure a balance with sometimes, competing needs and priorities

- Develop guidelines for effective reflection, learning, and change

- Work on the results from learning and reflection exercise to create best practices and introduce process improvements

Employment terms: Full time

Preferred Date of joining: Latest possible

Travel expenses & Mobile reimbursement: As per the team budget and requirement of the role.

Read more
Akola, Nagpur, Nashik, Pune, Mumbai
2 - 10 yrs
₹5L - ₹7L / yr
Inside Sales
Business Development

Job Purpose

• Deliver on significant portfolio indicators and maximise resolution/ roll backs/ normalization / recoveries and influence reduction in bucket inventory by enhancing performance.

• Be the executor of collection strategies implemented by the ACLM/RCLM/Centre Head.

• To ensure that all laid down processes are adhered to without any deviations. Have checks and balances to ensure smooth process adherence.

Liaison with other functions and departments viz. sales , credit, operations , RIC, Legal Receivables Management

Job Responsibilities(JR) :

• Manage and deliver monthly performance in terms of, resolution, roll backs, recovery rates/ values as per the target set for the assigned portfolio.

• Review field follow-up for the portfolio managed towards achievement of target set.

• Monitor the agency / field executive’s performances periodically.

• Achieve the money collection under principal, fees & charges as per targets.

• Regular visit to yard and reporting thediscrepancies / compliant items as a visitreport. (Applicable for Auto, Two Wheeler,

Agri & CTG Loans)

• Ensuring timely allocation and field follow- up.

• Effectively address disputes, expired etc cases to prevent any probable escalation and highlight sensitive accounts to Area Collection Managers to prevent the same.

• Ensure trails updates are recorded in web- collections for follow-up on skip marking,deceased specifically apart from follow-up on normal portfolio.

• Ensure that the agency resources are optimally used wrt the number of visits, contacts, PTP conversion ratio etc.

• Ensure that calls are made on the portfolio thru recorded lines during the month at the agency level and field visit updates are available in the web-collections. Call recordings have to be validated and updated in the visit report submitted to the agency process Management

• All Banks process to be adhered to in totality in Unit performance

• Cash deposit process including monitoring TAT taken by agencies to deposit money collected.

• Receipt Management – including receipt recon, sighting of unused receipts, completion of lost receipt formalities.

• Settlement process involving issue of settlementletters to be in line with approvals received.

• Manage escalations and ensure resolution of all cases.

• Ensure repo process including repo kit to vendors, usage of repo app at agency level, valuation, sale of vehicle (online/ off line), RC

book updation are managed as per the laid down guideline.

• Training programs to be done monthly and all employees to be covered for minimum man hours every quarter.

• All vendor bills are processed within 30 days of work and no vendor bill is left unprocessed for 60 days at any given point of time

• Ensure 100% usage of collection system and receipt mobility (HHT).

• Ensure nil delay in cash TAT and mis-posting of payments Vendor Management

• Management of field/ referral vendors

• Ensure compliance from the vendors on laid down processes.

• Monitor performance of field agencies and address performance deficiencies.

• Ensure 100% compliance of critical items like DRA certification/ police verification etc.

• Code of conduct to be followed by the vendor across aspects of field and tele calling.

• In case of yard management, ensure set targets for the inventory movement in yard and sale process are met.

Regular review of vendors/yards basis their performance, man power invested productivity expectations and process norms.

Relationships and Roles

To ensure smooth functioning of day to day process, the position is critical to have close interaction with following functions


• Sales (Sales Manager) : coordinating with sales for feedback and resolutions on Non-starters / frauds. Sharing data regarding negative profiles and areas basis portfolio trends

• Local Operations/CPU : coordinating for regular schedule uploads, receipt management, PDC management , PDC presentation. For retrieval of relevant documents for skip tracing and fraud cases

• Process team (Process Managers and Central team): For process and compliance related items EXTERNAL

• Collection Agencies : For delivery of numbers and compliance to process and regulatory requirement

Code Of Conduct & HR Trainings

To follow code of conduct guidelines of bank. Code of conduct training to be done at agency level as per process guidelines.

To nominate and get mandatory trainings done for self as per HR training schedules.


• Initiating legal in high POS delinquent cases.

• Coordination with legal team for effective use and execution of legal tools.

Educational Qualifications

Graduate / Post Graduate / MBA

Key Skills

• Should possess good communication skills

• Good leadership quality and molding and supporting the team for desired results as per management expectations(for \agencies/off-rolls staff)

• Should be able to handle deadlines and compliance items

• Should be good on follow up and accomplishment of targeted achievements

Experience Required

Sufficient hands on work experience of min. 2 years and above in financial industry

• Should have managed a team of agencies staff/outsourced staff demonstrating high level of competence.

• Should be mature enough to handle customer and agency xecutives/vendors pressurized situations and ensure targets /deadlines

• Should be mature enough to handle people in pressurized situations and ensure targets /deadlines met.

Major Stakeholders


• Branch Banking Team

• Operations / Sales / Process / RIC / Legal

Read more
3 - 8 yrs
₹8L - ₹10L / yr
Direct sales
Business Development

Job Purpose

• Responsible for managing and driving a team of Virtual Relationship Managers (VRM) handling

portfolio of eligible Imperia & Preferred customers in order to achieve the targets set and that all

guidelines and regulatory requirements are followed.

• Ensuring that customers get world-class services and their needs are understood and met through

financial products that the Bank has to offer.

• Consistently meet portfolio objectives defined Viz. sales, income, group product holding etc.

• Ensure adherence to Operations process aimed at zero defect transaction processing & meeting the

Audit & Compliance guidelines.

• Responsible for managing, training and motivating staff.

• All of the above parameters consistently met by the team of VRMs.

• Income generation through a right blend of enhancement of CASA balance and through cross sell of appropriate products. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRMs also achieves the key performance parameters set

Job Responsibilities(JR) : 6 – 8 Areas

Business Achievement and Development for VRM & Team

• Ensure proper scoping is done and target / niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams

• Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified.

o Meet value target for Liability Balances of the customers

o Ensure quality of sourcing is maintained and depletion rates are controlled.

o Ensure that Salary credits reach or exceed the expect Salary Credit targets

• Ensure that all managed portfolios are effectively managed through VRMs and that set targets on each of the portfolios is reached.

• Also, Team Manager has to ensure seamless servicing of customers.

• VRMs are made aware of the Scorecard targets & Portfolio Benchmark.

• Ensure that the High Net worth individuals are persuaded to avail the private banking products and services (advisory, etc.)

• Ensure that there is cross sell to the customer on asset products as offered by the Bank.

• Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.

• Income to be generated at a customer level.

• Ensure that cross sell targets on Third Party Products is met for the Unit

• Ensure Staff are trained on product knowledge and requisite certifications

• Engaging with bottom 20% performers and identifying ares of improvement and demonstrating the How.

• Review Daily Sales Report of the staff and provide guidance on ways to improve on the same

• Managing and monitoring performance of all the sales resources

o Productivity of Liability and Non Liability sales staff

• Attrition control of customers

o Includes persuading the customer to continue and if required renew FD’s

§ Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite

o Ensure that the marketing analytics list on possible attrite, is called and retained

• Ensure that there is no revenue leakage

Customer Service / Customer engagement

• Plan monthly/ weekly/ daily contacts for the team of VRMs basis the contact policy & track implementation

of the interaction plan.

• Effective planning & implementation of event based trigger, birthday calls, campaign calls and other defined

objectives for customer contacts.

• Ensure that VRMs offers highest quality of service to the customers and meets expected Service Quality standard by educating the customers to use the Digital Banking mediums for their banking transactions /

needs. This is measured iva call evaluations and Sup


• To review contact attempts versus successful contacts and analyze reasons for non-contactable customers.

• Ensure VRMs make regular contact with customers for service as well as business updates.

• Adequate logging of complaints, Reviewing & Resolving all complaints received (VRM, self, branch, other units) within the stipulated TAT

o Monitor all complaints received and ensure that they are closed within TAT

o Improve customer communication on closures

o Check with customers if the process of complaint has been managed well

o Ensure no escalations happen

o Preventive complaint management

o Asking for feedback from customers, who are not complaining

o Discussing with staff the importance of getting feedback from customers on a regular basis

• Periodic review of customer base i.e. Contactibility,

Eligibility, Product penetration & profitability. Take appropriate action to activate every customer / improve

the product penetration & profitability of the customer to become a Primary Banker for the customer.

• Carry out VoC to assess strengths and to ascertain possible improvement areas of the VRMs basis customer feedback. Take appropriate action- reward the VRM for appreciations/ corrective actions as required.

• Monitoring implementation of Sales Process.

Business Generation / Sales Tracking

• Track business generation and income for each VRM in the team on a daily basis, and take due steps.

• Review leads generated by each VRM and ensure real time lead status availability.

• Ensure VRMs actively track their leads, keep customer regularly updated on the lead status & complete the lead closure within a reasonable timeline, basis product.

• Tracking and highlighting possible customer issues on account of improper lead management.

Supervisory Reviews frequency to assess effectiveness of customer interactions by the VRM.

• Check profiling done by the VRM to ascertain effectiveness.

• Basis interaction logs captured by the VRM & discussions with the VRM, provide directional inputs on customer interactions & business generation.

• Demonstrate “how”.

• 220 Sup Reviews per month


• Conduct internal checks on a regular basis & share a feedback with VRMs on time to time.

o Lead file maintained by VRMs

o Requests captured by VRMs

o CRM Interaction

• Ensure seamless handling of operations areas such as customer requests, transactions, reversals etc.

• Handling queries of VRMs on floor and provide resolution.

• Ensure timely responses to customers through call out/ e-mail as applicable.

• Handle 1st level escalations and ensure satisfactory resolution to the grievances.

• Ensure judicious utilization of financial and non- financial authority.

• Carry out periodic checks to ensure team adheres to Audit & Compliance guidelines.

Audit and Service Quality

• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management

• Monthly / Periodic Verification of Auditable items.

• Review of CRM Interactions & Lead Quality

 MIS - Reporting and Analysis :

• Ensure timely and accurate updates of all portfolio

performance parameters.

• Maintain track of VRM performance w.r.t leads, conversions, income, achievement of portfolio parameters etc.

 Staff Management

• Ensure that all VRMs are adequately trained on the

Products of the bank and sales process

• Ensure that all VRMs are trained on the process to be followed (including amendment with new circulars)

• Be aware and make VRMs aware of various policies of the bank with regard to customer service and compliance

• Monitor productivity and give guidance on improving the same in conjunction with the Line Manager / Unit Head.

• Ensure that all VRMs are sent for class room training on a regular basis

• Ensure that nominated VRMs attend training sessions conducted by HR, without fail.

Read more
2 - 10 yrs
₹6L - ₹9L / yr
Customer Relationship Management (CRM)
Relationship building
Financial services
+1 more

·        To engage regularly with the Imperia customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.

·        To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.

·        Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.

So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set
Read more
Robinhood Insurance Broker
Pune, Mumbai, Chennai, Hyderabad, Delhi
0 - 2 yrs
₹4L - ₹6L / yr
Business Development

Excellent communication skills

Excellent presentation skills.

The ability to handle pressure and meet deadlines

Quick Learning Ability


Responsible for generating sales with new/existing customers.

Developing opportunities with new customers

Reaching the targets and goals set for your profile.

Establishing, maintaining and expanding your customer base.

Increasing business opportunities through various routes to market

Follow up on the database / leads provided by Company.

Keeping up to date with products and competitors

Meeting With Clients on field

Report on sales activities to top management.

Read more
3 - 9 yrs
₹15L - ₹24L / yr
Business partnership
Partnership and Alliances
New business development
Business Development
Experience: 2 – 5 years
Job location: Mumbai - BKC
Grade: M4/M5

As part of the Corporate Development Team, you will develop product and alliance partnerships with fintech and technology startups. The position will require stakeholder management, relationship building, basic understanding of fintech products, and interest in startup ecosystem.
Corporate Development at Kotak Securities is responsible for driving development of next-generation products and adoption of future technology by partnering with start-ups, technology
partners, accelerators/ incubators, customers, and premier academic & research institutions. The corporate Development team also looks at investing in fintech and technology startups for
driving business advantages to Kotak securities.
 Prospect potential partners using various direct methods, networking, and research.
 Create processes & systems/integrations by tying up with various players in fintech ecosystem, especially in capital markets.
 Implementation of solutions by leveraging the startup ecosystem for various business
teams across the organization.
 Delivery of projects from ideation through prototype development, proof of concept
(PoC) and testing with stakeholders (internal and external)
 Periodic review and monitoring of the projects on an ongoing basis
 Keep abreast with emerging technology & concepts, and market trends to identify
opportunities and develop solutions.
 Ideation and brainstorming of new concepts and ideas for experimentation in different
 Understanding customer behaviour and developing customer journey mapping
 Engage in research, data collection and business analysis to understand the impact
on product, process, and systems.
 Forge strong partnerships with industry partners to bring to fruition a leading-edge
proposition, have the voice of customer at the heart of everything.

 Professional project management knowledge of concepts and practices, specifically
the agile development methodology
 Deep interest in startup ecosystem
 Analytical and detail-oriented mindset, good presentation, and interpersonal skills
 Ability to engage senior level professionals and promoters.
Read more
NBFC company
4 - 5 yrs
₹8L - ₹10L / yr
Internal audit
Internal control
Management Information System (MIS)
+1 more

Urgent Hiring Senior Manager Internal audit 

Location - Mumbai

Qualifications- CA/ ICWAI/ MBA in Finance.

Key Responsibilities -

  • Contribute to the Internal Audit function by identifying risks associated with business objectives and evaluating the controls in place to mitigate those risks in order to improve the effectiveness of risk management, control, and governance processes.
  • Conduct audit discussions with business management to identify the root cause to obtain sustainable management action plans.
  • Preparation of a concise and informative audit report to effectively communicate the findings.
  • Develop a risk-based test plan by selecting appropriate audit approach, test procedures and sampling criteria based on professional judgment and departmentally defined internal audit methodology.
  • Perform audit tests and prepare board reports as may be required from time to time.
  • Identification of Audit universe, risk assessment of audit entities development of the annual Internal Audit plan.
  • Keep abreast on the change in risk environment within / outside the organization.

Desired Candidate - 

  • Work experience of 4-5 years in internal audit department in banking/ financial services industry is mandatory.
  • Ability to take ownership of the task assigned and work successfully under minimum supervision
  • Possess a good eye for detail and ability to work effectively under pressure
  • Candidate must be aware about data management via use of MIS, certain software
  • Should be well versed in MS Excel & other office suite of products
  • Excellent communication skills - verbal, and written (including report writing)

Interested candidates can apply asap.

thanks & regards 

Neetu Dhiman 


Read more

at sharenest

2 recruiters
Rubina Solkar
Posted by Rubina Solkar
Mumbai, Navi Mumbai
1 - 3 yrs
₹2L - ₹4L / yr
Real Estate
Relationship building
Business Development
+3 more



ShareNest is India’s first technology-enabled, asset-light marketplace that makes second home ownership accessible, affordable and enjoyable for everyone. ShareNest's vision is to enrich lives by democratizing second home ownership, making it enjoyable and making it accessible for all. Our innovative co-ownership model is a unique combination of owning an aspirational, fully managed second home along with the benefit of financial upside from real estate investment.


Founded by the Business Head of India's first PropTech Unicorn, ShareNest has secured $1.5 million in a seed round from marquee investors, industry leaders and unicorn founders which will help build a base for the business to scale it to new heights.




Roles & Responsibilities:-


-Present, promote and sell service using solid opinions to prospective clients.

-Perform cost-benefit and needs analysis of existing/potential clients to meet their


-Establish, develop and maintain positive business and customer relationships.

-Reach out to customer leads through cold calling.

-Expedite the resolution of customer problems and complaints to maximize


-Achieve agreed-upon sales targets and outcomes within schedule.

-Coordinate sales effort with team members and other departments.

-Keep abreast of best practices and promotional trends.

-Continuously improve through feedback Roles and Responsibilities



Desired Candidate Profile :


-Must be a Graduate

-Good communication skills

-Good Convincing Power

-Good Presentation skills

-Real Estate Sector is Preferred

Location - Mumbai

Read more
Bengaluru (Bangalore), Mumbai, Navi Mumbai
4 - 7 yrs
₹8L - ₹12L / yr
Functional testing
UAT testing
Regression Testing
Investment banking
+15 more

Role/Title: Functional QA

Location: Mumbai/Bangalore 


Fulltime/Permanent role

Notice period should not exceed more than 60days

Job Responsibilities:

Test Analyst:

  • Good Communicator, 4 to 7 years, BFSI domain exp.(Investment banking/Capital Market/Wealth Management) is a must.

Skills & tools needed:

  • Agile exp. and knowledge, end to end testing, UAT, regression, automation test frameworks.

Testing tools: JIRA, ALM

  • Hands-on experience on test planning/test strategy, defect validation, sending status reports
Read more
Olive crypto

at Olive crypto

7 recruiters
Srinivas Marepalli
Posted by Srinivas Marepalli
Hyderabad, Mumbai
0 - 3 yrs
₹2.5L - ₹6L / yr
Linux administration
Apache Tomcat
+2 more
  • Working with Banks in 24x7 based environment and identify Application problems and advising on the solution.
  • Analyzing application/OS logs to spot common trends and underlying problems.
  • Analyzing underlying database using SQL queries (MS SQL /Oracle or any other relational database).
  • Deploying, testing, and reporting bugs/issues in new modules and support clients in testing.

Skills Required:

  • Good analytical and problem-solving skills.
  • knowledge of Linux Commands and database queries.
  • Knowledge of Application servers i.e Apache Tomcat/ Jboss.
  • Knowledge of shell script 
  • knowledge on Banking Digital Products i.e. IMPS, UPI
Read more
2 - 4 yrs
₹12L - ₹18L / yr
Product Management
product manager
Requirement Analysis
+9 more
Want to join the trailblazing Fintech company which is leveraging software and technology to change the face of short-term financing in India!

Our client is an innovative Fintech company that is revolutionizing the business of short term finance. The company is an online lending startup that is driven by an app-enabled technology platform to solve the funding challenges of SMEs by offering quick-turnaround, paperless business loans without collateral. It counts over 2 million small businesses across 18 cities and towns as its customers. Its founders are IIT and ISB alumni with deep experience in the fin-tech industry, from earlier working with organizations like Axis Bank, Aditya Birla Group, Fractal Analytics, and It has raised funds of Rs. 100 Crore from finance industry stalwarts and is growing by leaps and bounds.

As the Product Manager - Partner Integrations,you will be required to work with the
partners in eCommerce and payments space.

What you will do:
  • Working with product and tech team of the partners to build APIs, workflows and user journeys.
  • Liaising with the partner teams to create different programs.
  • Gathering requirements from stakeholders across the organization and translate them into product features and enhancements.
  • Working with developers to build an API suite and SDKs.
  • Conducting primary and secondary research, understanding market trends and analyzing large amounts of data to come up with insights to help drive the product roadmap.
  • Possessing strong project management skills and ability to present work to executive staff.
  • Maintaining and prioritizing the product roadmap in line with company goals.
  • Tracking the product usage after release and maintaining/improving the product during its lifecycle.
  • Assessing market competition by comparing the company & product to competitors & products.
  • Keeping a track of ongoing development by conducting daily scrums.
  • Being comfortable working in a startup environment with a learn fast, fail fast attitude.


Candidate Profile:

What you need to have:

  • Having at least 3 years of experience in product management domain.
  • Graduate/PG degree in engineering or related quantitative field.
  • Extra-ordinary data analysis skills.
  • A never-ending desire to grow and learn.
  • Experience in product management in Fintech is preferable.
Read more
Pune, Navi Mumbai
15 - 100 yrs
₹80L - ₹150L / yr
Global delivery
Investment banking
Financial services
Roles & Responsibilities:
Managing point of contact for the BFS based client for all aspects of activity in the engagement

- Responsible for delivery of mid/large sized projects in BFS space

- Communicates with Project Managers and business sponsors to prioritize and schedule delivery based on resource allocation

- Ensures projects are staffed and tracked appropriately and conform to the development methodology

- Managing the relationship, looking at opportunities for growth, providing governance for the delivery being done for this portfolio and being the point of escalation for any issues with the engagement

- Managing the delivery happening across the portfolio, pro-actively looking at opportunities to transform delivery, P&L management for the portfolio

- Proposes projects for process improvement, technical enhancements, and cost savings efforts

- Assists client in organizational structures for optimum project delivery

- Developing engagement proposals and detailed engagement plans and schedules

- Able to work with international customers on an ongoing basis.

- Define and lead the program team.

- Will have total responsibility and be held accountable for each engagement's success

Skills, Experience:

Relevant leadership experience of approx. 20+ years for similar scale, diversity and complexity

Responsible for revenue size of $500milion & 4000+ FTE

You will stand out if you have the following (Good to have):

Experience in working with Senior Management/Executive Leadership

Global delivery of digital engagements/transformations for BFS customer across all geographies.
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