Banking Associate

About the Role

Wise is hiring motivated candidates for a full-time banking role in Chennai. The position offers an opportunity to build practical experience in business sourcing, customer engagement, relationship management, documentation, and day-to-day banking operations. The successful candidate will work within established processes and contribute to business growth through disciplined follow-up and quality service.

Key Responsibilities

• Source new business through branch networks and open-market activities.
• Interact with prospective and existing customers, understand their needs, and explain relevant products clearly.
• Build and maintain effective relationships with customers, branches, and managers.
• Manage end-to-end documentation in coordination with customers, ensuring information is complete and accurate.
• Execute assigned activities, campaigns, and events from time to time to support business-generation efforts.
• Update leads, lead-tracking records, and business-tracking reports on a daily basis.
• Follow prescribed guidelines, operating procedures, compliance requirements, and process standards while carrying out assigned responsibilities.
• Coordinate with internal stakeholders to support timely progress of leads and customer requests.

Requirements

• Open to freshers and candidates with relevant experience in banking, financial services, sales, or customer relationship roles.
• Good verbal communication, customer-handling ability, and a proactive approach to business development.
• Strong attention to detail for documentation, lead tracking, and routine reporting.
• Ability to build professional relationships with customers, branch teams, and managers.
• Willingness to participate in branch, open-market, and event-based business activities.
• Comfort with full-time, in-office work in Chennai and a commitment to following defined processes.

Documents Required

Candidates must carry the following original documents and applicable photocopies for verification:

• Updated resume.
• PAN card.
• Aadhaar card showing the full date of birth.
• 10th and 12th standard marksheets.
• Any graduation provisional certificate or degree certificate.
• Photocopy of the front page of a bank passbook or a cancelled cheque.
• Passport-size photograph.
• Relieving letter and the last three months' payslips, if experienced.

This is a full-time, in-office position in Chennai, Tamil Nadu, offering a monthly salary of ₹20,000.