Banking Advisory Associate

Accenture in India; Navi Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

Accenture in Navi Mumbai is seeking a Banking Advisory Associate to support Private Banking & Wealth operations, focusing on core banking processes and contract management. You will work with Private Bankers to prepare dossiers, amendments, and wealth management contracts, ensuring accurate documentation and compliance.

The role requires 1–3 years in banking operations and a graduation, with strong analytical and communication skills.

Qualifications

• Graduation completed; degree level required.
• Experience in core banking and private banking is preferred.
• Strong analytical ability, attention to detail, and research skills.
• Willingness to work in rotating shifts and tight deadlines.

Responsibilities

• Build knowledge of contracts, contracting processes, and client documentation.
• Collaborate with Private Bankers to ensure smooth dossier handling by email.
• Prepare dossiers and amendments for Private clients, including account openings, patrimonial agreements, wealth management contracts, pricing arrangements, and option conventions.
• Contract administration, review signed documents, and archive for Private/Wealth clients.
• Oversee renewal of investor profiles; identify process improvements.

Skills

Analytical ability

Attention to detail

Communication skills

Education

Degree level

Job description

Skill required: Ret.Bkg- Private Banking & Wealth - Core Banking

Designation: Banking Advisory Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do?

We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. Retail Banking – Private Banking & Wealth is responsible for managing and mitigating financial and operational risks. This includes helping clients address quality and productivity issues, keeping pace with evolving customer expectations, navigating regulatory and operational pressures, and driving sustainability by transforming banking operations into agile and resilient models. Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your primary interaction is within your own team and your direct supervisor In this role you will be given detailed instructions on all tasks The decisions that you make impact your own work and are closely supervised You will be an individual contributor as a part of a team with a predetermined, narrow scope of work Please note that this role may require you to work in rotational shifts Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management.

What are you looking for?

Requirements:

• Educated to Degree Level
• Familiar with a wide range of external data sources and third-party systems to be covered as a part of the due diligence process.
• Relevant financial service experience, ideally within core banking.
• A good understanding of effective risk management
• Experience of working with high risk client groups
• Knowledge of the regulatory environment is highly desirable
• Strong analytical ability and attention to detail and strong research skills and experience with the Internet and on-line research systems
• Detail oriented, with the ability to work independently and multi-task effectively
• Excellent written and verbal communication skills
• Flexible to work in rotation shifts, time management, and ability to prioritize and work effectively to tight deadlines
• Years of Experience: 1+ year in Banking operations Roles and Responsibilities:
• Responsibilities You will begin in the Private Contracting teams, where you will build strong knowledge of contracts, contracting processes, and related client documentation. Client and banker support
• Collaborate with Private Bankers to ensure smooth dossier handling by email.
• Prepare new dossiers and amendments to existing agreements for Private clients, including account openings, patrimonial agreements, wealth management contracts, pricing arrangements, and option conventions.
• Compile complete documentation packages for each dossier and share them with the Private Banker. Contract administration and follow-up
• Review and verify signed documents so agreements can be activated and archived for Private and Wealth clients.
• Handle administrative liquidations and manage contracts related to estates.
• Oversee the renewal of investor profiles. Continuous improvement
• Proactively identify process issues, suggest practical solutions, and contribute to ongoing improvements within the team