Financial Services Professional

7 days ago

agra, India beBeeBanking Full time

Job Title: Banking ExecutiveWe are seeking a highly motivated and experienced Branch Sales Officer to join our team in key growth markets across South and West India. This role is ideal for candidates with a proven track record in field sales, particularly within the banking or financial services sector.The successful candidate will be responsible for driving the acquisition of new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts.Main Responsibilities:CASA Acquisition: Meet and exceed branch liability sales and revenue targets by acquiring new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts.Compliance & KYC: Ensure strict adherence to KYC, AML, and all internal regulatory policies in daily operations.Customer Relationship Management: Build and maintain strong, lasting customer relationships within the branch network.Product Cross-Selling: Effectively cross-sell other financial products, including insurance and mutual funds.Requirements:Professionals with direct experience in banking field sales.In-depth, practical knowledge of CASA products and the entire KYC/AML process.Strong communication, negotiation, and customer service skills.Local candidates with relevant market knowledge are highly preferred.Benefits:Significant Career Growth Opportunities: In a leading financial institution, you will have opportunities to grow your career and develop new skills.Attractive Performance-Based Incentives: Our attractive performance-based incentives ensure that your hard work is rewarded.Exposure to Diverse Financial Products: You will have the opportunity to work with a diverse portfolio of financial products.Supportive Work Culture: Our supportive, customer-first work culture ensures that you feel valued and supported.

  • Digital Financial Services Professional

    1 week ago

    agra, India beBeeDigital Full time

    Digital Financial Services ExpertJob OverviewWe are seeking a highly skilled Digital Financial Services Expert to join our team. As a key member of our organization, you will be responsible for driving the development and implementation of digital financial services solutions.Key ResponsibilitiesDesign and implement digital financial services strategies that...

  • Strategic Financial Professional

    1 week ago

    agra, India beBeeFinancial Full time

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    agra, India beBeeLeadership Full time

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  • Financial Professional

    6 days ago

    agra, India beBeeAccountant Full time

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    7 days ago

    agra, India beBeeCompliance Full time

    Job Title: Financial ProfessionalDuration: Approximately 4 to 5 Months (Contract Position)Main Responsibilities:Hands-on experience in Internal Audit and CompliancePrioritizing candidates with immediate availability for joinersCandidates based in or near Mumbai preferredAbout the Role:This contract role offers a unique opportunity to gain valuable experience...

  • Senior Financial Professional

    6 days ago

    agra, India beBeeFinancial Full time

    AccountantJob Summary:Prepare and review financial statements to ensure accuracy and compliance with accounting standards.Conduct regular financial analysis and prepare reports to assist management in decision-making.Ensure compliance with local, state, and federal financial regulations.Reconcile bank statements and credit card transactions on a regular...

  • UK Practice Experience

    7 days ago

    agra, India TC Professional Services Full time

    Accountant – UK Practice Experience (Year-End Accounts) Location: Delhi / Remote (WFH) Experience: 2–5 Years Salary: Competitive, based on performanceWhy Join Us?Work directly with UK clients and gain international exposure while advancing your career in UK accounting. This role offers the opportunity to handle end-to-end year-end processes, sharpen your...

  • Senior Financial Professional

    1 week ago

    agra, India beBeeFinancial Full time

    Financial Leadership RoleThe role of a Financial Manager is to lead financial planning, budgeting, and reporting across a global business.This includes developing and maintaining internal controls, accounting policies, and financial procedures.Creating monthly and quarterly management reports with insights and variance analyses.Overseeing accounts...

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    9 hours ago

    agra, India beBeeWealth Full time

    Role OverviewThe Wealth Management Intern will engage in cutting-edge projects that involve investment advisory, portfolio management, asset allocation, and risk profiling.Multifaceted exposure to wealth management simulation is gained through engagement with numerous mini-projects across a broad range of functional areas.Key ResponsibilitiesInvestment...

  • Lead Strategic Financial Professional

    14 hours ago

    agra, India beBeeFinancial Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst with advanced expertise in Workday Adaptive Planning, including HTML reporting, OfficeConnect, Adaptive Dashboards, and overall Adaptive Planning functionality.This role will be pivotal in driving financial reporting excellence, supporting FP&A processes, and delivering...