Financial Services Training Professional

3 days ago

Malappuram, Kerala, India beBeeTrainer Full time ₹ 15,00,000 - ₹ 20,00,000
Job Overview:

We are a financial services platform that offers user-friendly products related to banking, loans, and investments.

Our mission is to help people improve their relationship with money by cutting through banking jargon and providing smart insights based on spending.

  • We strive to make managing money easier through technology, data analytics, and diverse teams of creative thinkers and industry experts.

The role of the Trainer is integral in improving performance through structured training interventions and continuous upskilling.

Key Responsibilities:
  1. New Hire Onboarding: Conduct comprehensive training programs for new joiners, deliver training on soft skills, process, product, and systems, ensure smooth assimilation into company policies and tools.
  2. Training Need Interventions (TNI): Collaborate with Quality and Operations teams to identify performance gaps, design and execute targeted refresher sessions and skill-enhancement modules.
  3. Product Knowledge Assessments: Create and manage product knowledge tests for front-line teams, conduct assessments to evaluate leadership competencies.
  4. Update Training: Stay abreast of new product launches and process changes, conduct timely refresher training for impacted stakeholders.
  5. Reporting & Documentation: Maintain up-to-date training dashboards and attendance logs, generate regular reports on training coverage and scores.
  6. Building Training Materials: Design training content using instructional design models like ADDIE and/or SAM, collaborate closely with Process Excellence and Product teams to ensure alignment and continuous improvement of content.

What We Require:

  • Bachelor's degree in any discipline.
  • Minimum 4-6 years of experience in training delivery, preferably in customer service or product-based environments.
  • Strong communication and facilitation skills.
  • Proficiency in MS Excel, PowerPoint, and LMS platforms.
  • Exposure to QA and performance improvement frameworks is a plus.

Key Skills:

  • Public speaking and facilitation
  • Instructional design fundamentals
  • Kirkpatrick model evaluation
  • Stakeholder collaboration
  • Analytical thinking
  • Coaching and feedback delivery

  • SAP Financial Services Professional

    5 days ago

    Malappuram, Kerala, India beBeeFica Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Title: SAP FICA ConsultantWe are seeking a skilled Junior SAP FICA Functional Consultant with expertise in SAP Revenue Accounting and Reporting (RAR) to support the implementation, configuration, and maintenance of SAP FICA module.This role is ideal for individuals with a strong foundation in SAP FICA/RAR who want to expand their knowledge in...

  • Senior Manager

    4 days ago

    Malappuram, Kerala, India beBeeLeadership Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Overview:We are seeking a highly skilled and experienced leader to join our team in Malappuram, India.The ideal candidate will have excellent communication and leadership skills, with the ability to work effectively in a collaborative environment.Key Responsibilities:Preparation and detailed review of complex Financial Services client returns, majorly on...

  • Financial Services Professional

    3 days ago

    Malappuram, Kerala, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 2,50,00,000

    Job Title: Investment Banking SpecialistWe are seeking a highly skilled and motivated Investment Banking Specialist to join our team. As an Investment Banking Specialist, you will be responsible for working with clients across various industries, including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power,...

  • Financial Services Specialist

    3 days ago

    Malappuram, Kerala, India beBeeAccounting Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Senior Accounting ProfessionalWe are seeking a highly skilled Senior Associate to join our team in the GCC Back Office, located in Dubai.This is a full-time role that requires a qualified accounting professional with 3-5 years of experience in advisory services and a passion for delivering exceptional results.Key Responsibilities:Prepare and examine...

  • Expert Financial Services Auditor

    2 days ago

    Malappuram, Kerala, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 15,00,000

    About this Opportunity:We are seeking a skilled professional with 3–5 years of experience in conducting audits under International Financial Reporting Standards (IFRS), specifically within the financial services sector.Key Responsibilities:Lead or support IFRS-based audits for clients in the financial services industry, analyzing financial statements and...

  • AVP Training

    3 weeks ago

    Malappuram, Kerala, India MUFG Full time

    About Us:MUFG Bank, Ltd. is Japan's premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank's parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world's...

  • Financial Professional

    2 days ago

    Malappuram, Kerala, India beBeeAccounting Full time ₹ 50,00,000 - ₹ 80,00,000

    Job Title: Financial ProfessionalWe are seeking a dedicated and skilled financial professional to handle accounting tasks at our organization.The ideal candidate will have approximately 2-4 years of hands-on accounting experience, preferably with public accounting firms. Inter CAs looking for employment or those who have completed articleship are also...

  • Financial Professional

    4 days ago

    Malappuram, Kerala, India beBeeAccounting Full time ₹ 8,00,000 - ₹ 12,00,000

    Accounting Specialist RoleThe ideal candidate will have substantial experience in account reconciliations, accounts payable/receivables, forecasting, budgeting, and customer billing.They will be organized and approach each issue with an analytical mindset.Key Qualifications• 4-8 years of professional accounting experience• Bachelor's degree in...

  • Client Services Professional

    3 days ago

    Malappuram, Kerala, India beBeeWealthManagement Full time ₹ 60,00,000 - ₹ 80,00,000

    Job OpportunityWe are seeking a detail-oriented Client Service Associate to join our team in Chennai.This role provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.Key Responsibilities:Assist with client servicing, onboarding, and documentation processesSupport customer...

  • Financial Services Expert

    4 days ago

    Malappuram, Kerala, India beBeeTax Full time ₹ 10,00,000 - ₹ 17,50,000

    Job Overview:Lead the review of complex financial services client returns, focusing on hedge funds, private equity, and fund of funds.Responsibilities:Supervise the preparation of state returns for financial services clients and ensure timely completion.Detailed review of blocker corporation returns and S-Corporation returns prepared by staff or senior team...