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Financial Services Professional

3 weeks ago

Chennai, Tamil Nadu, India beBeeBanking Full time ₹ 5,00,000 - ₹ 10,00,000
Job Summary

We are seeking a skilled Banking & Finance professional to join our team in handling various roles within the industry.

This position requires excellent written communication skills, knowledge of insurance operations and customer service, as well as experience with Excel and savings and investment products.

The ideal candidate will have 1-3 years of relevant work experience and a strong educational background in Finance or a related field.

Key Responsibilities:

  • Handle written enquiries from customers and financial advisors
  • Process back-office insurance tasks
  • Respond professionally to complaints and issues
  • Contribute to team meetings and projects

Pensions Role:

  • Manage post-retirement pension processes
  • Execute and monitor transactions using internal systems
  • Maintain confidentiality while delivering high service standards

Approved Retirement Fund (ARF) Role:

  • Coordinate ARF processes and activities
  • Ensure accurate and timely financial data handling across systems
  • Collaborate with underwriting teams for special cases

Savings & Investments Role:

  • Process savings and investment activities for new business
  • Guarantee accurate and timely financial data handling across systems
  • Work closely with underwriting teams for special cases

Required Skills and Qualifications:

  • Excellent written communication skills
  • Knowledge of insurance operations, customer service, and compliance with UK industry regulations
  • Excel skills and in-depth knowledge of savings and investment products
  • Bachelor's degree in Finance or related field

Experience: 1-3 years in relevant roles