Banking Process Associate

Tech Mahindra's interview process typically starts with an online aptitude test that evaluates logical reasoning, quantitative ability and verbal skills. Shortlisted candidates then face a technical/functional interview focusing on communication, role‑play scenarios and basic CRM knowledge. The final round is an HR interview that assesses cultural fit, motivation and career aspirations. The overall difficulty is moderate, and candidates are advised to practice mock calls, brush up on banking terminology and be clear and concise in their responses.

Tech Mahindra promotes a collaborative and inclusive work environment where learning is continuous and achievements are recognized. Employees enjoy a balanced work‑life schedule with flexible shift options and regular upskilling initiatives. The company also emphasizes internal mobility, allowing talent to explore diverse roles across its global network.

Intermediate graduate (10+2) in any discipline; minimum 60% aggregate marks; no active backlogs at the time of joining; open to all batch years; proficiency in English and Hindi (both spoken and written) is mandatory, additional regional language proficiency is a plus.

Round 1: Online Aptitude Test (Logical reasoning, quantitative, verbal) → Round 2: Technical/Functional Interview (communication skills, role‑play, CRM basics) → Round 3: HR Interview (behavioral questions, cultural fit)

Tech Mahindra is a global leader in information technology, consulting and business process services. With a presence in more than 50 countries, the company serves a diverse portfolio of clients across banking, telecom, healthcare, manufacturing and many other sectors. Its commitment to digital transformation, innovation and sustainability has earned it a reputation as a forward‑looking employer that invests heavily in employee development, upskilling and career progression. The Banking Process Associate role is positioned within the Customer Success and Operations wing of Tech Mahindra’s BPM division. The associate will work from the client location in Hitech City, Hyderabad, handling voice‑based interactions for banking customers. The primary focus is to deliver a seamless, customer‑centric experience through inbound and outbound calls, accurate documentation, and actionable Voice of Customer (VOC) insights. Key responsibilities include: 1. Handling inbound and outbound calls with professional etiquette and clear communication. 2. Acting as a trusted advisor, understanding customer queries and providing timely resolutions. 3. Following up on open issues and updating customers within agreed timelines. 4. Recording every interaction in the designated CRM system (e.g., Salesforce or MS Dynamics) as per standard operating procedures. 5. Capturing detailed notes and key takeaways for future reference and analytics. 6. Generating VOC insights and sharing them with the process improvement team. 7. Adhering to a total of 9 working hours per day, including scheduled breaks and shift rotations. 8. Maintaining punctuality, attendance and compliance with login/logout policies. 9. Continuously updating process knowledge through daily briefings and training modules. 10. Collaborating with team members to meet service level agreements and quality benchmarks. The tech stack for this role primarily revolves around CRM platforms such as Salesforce, Microsoft Dynamics, or proprietary banking portals, along with basic MS Office tools for reporting. Career growth at Tech Mahindra is structured and merit‑based. High‑performing associates can progress to Team Lead, Operations Supervisor, and eventually to Process Manager or Business Analyst roles, with opportunities to move across domains and geographies. Why join Tech Mahindra? The company offers exposure to large‑scale banking processes, a robust learning ecosystem, and a culture that encourages innovation. Employees benefit from structured training, mentorship programs, and a clear promotion pathway, making it an ideal launchpad for fresh graduates seeking a stable yet dynamic career in the BPO/BPM sector.