Financial Services Expert

1 day ago

Kozhikode, Kerala, India beBeeBusinessTransformation Full time ₹ 14,99,999 - ₹ 19,99,999

About This Role

Our organization seeks a seasoned Business Transformation Specialist to drive the successful implementation, customization, and optimization of nCino solutions.

Main Responsibilities:

  • Partner with stakeholders to gather, analyze, and document business requirements for Salesforce & nCino solutions.
  • Translate business needs into functional and technical requirements for development teams.
  • Lead end-to-end delivery of nCino modules including Commercial Lending, Retail Banking, Deposit Account Opening, Treasury, and Workflow Automation.
  • Conduct gap analysis, process mapping, and recommend system enhancements aligned with banking operations.
  • Collaborate with Salesforce Admins, Developers, Architects, and QA teams to ensure proper design and delivery.
  • Configure nCino features including Credit Memo, Collateral, Document Manager, Covenant Tracking, Approval Processes, and Workflow Automation.
  • Support UAT, training, and change management activities.
  • Ensure compliance with industry standards, regulatory requirements, and best practices.
  • Troubleshoot production issues and provide ongoing system enhancements.

Required Skills & Qualifications

  • 6+ years of experience as a Business Analyst, with at least 3+ years focused on Salesforce and nCino implementations in banking/financial institutions.
  • Strong knowledge of Commercial Lending, Loan Origination, Treasury Management, and Banking Operations.
  • Hands-on experience in nCino modules such as: Loan Origination System (LOS), Credit Memo, Collateral, Covenant Tracking, Deposit Account Opening, and Workflow/Approval processes.
  • Expertise in Salesforce CRM (Service Cloud, Sales Cloud, Communities, Lightning).
  • Ability to create user stories, process flows, functional specs, and test cases.
  • Experience with Agile/Scrum methodology.
  • Strong understanding of data migration, integrations (APIs, middleware), and reporting tools.
  • Excellent communication, stakeholder management, and problem-solving skills.

PREFERRED SKILLS

  • Salesforce Certified Administrator or Business Analyst certification.
  • nCino 201 or 301 certifications.
  • Knowledge of Regulatory Compliance, KYC, AML, and Risk Management in banking.
  • Experience in global banking digital transformation projects.

Education

  • Bachelor's degree in Computer Science, Information Technology, Business Administration, or related field.
  • Master's degree (MBA / MS) preferred but not required.

  • Taxation Expert

    3 days ago

    Kozhikode, Kerala, India beBeeFinancial Full time ₹ 1,75,00,000 - ₹ 2,25,00,000

    Job Title: Financial Services Taxation ManagerWe are seeking an experienced Financial Services Taxation Manager to lead our team in the taxation of financial services. As a key member of our organization, you will be responsible for reviewing complex client returns, identifying international filing requirements, and training staff on tax concepts and...

  • Financial Services Taxation Expert

    2 days ago

    Kozhikode, Kerala, India beBeeTaxation Full time ₹ 15,00,000 - ₹ 20,00,000

    Senior Taxation Manager Job DescriptionWe are seeking a highly skilled and experienced Senior Taxation Manager to join our team. As a key member of our Financial Services team, you will be responsible for supervising the preparation and review of complex client returns.Review and detail check of complex financial services client returns, majorly on Hedge...

  • Financial Expert

    1 day ago

    Kozhikode, Kerala, India beBeeAccounting Full time ₹ 3,00,00,000

    Job Opportunity:We are seeking a seasoned financial expert with extensive experience in finance and accounting to fill this critical role. The ideal candidate will possess expertise in finalizing accounts, managing financial reporting, and improving financial controls. Additionally, they should have knowledge of treasury management, fund raising, income tax...

  • Oracle Financial Close and Consolidation Cloud Service Expert

    4 days ago

    Kozhikode, Kerala, India beBeeexpert Full time ₹ 18,00,000 - ₹ 21,60,000

    Job Title:Oracle Financial Close and Consolidation Cloud Service ExpertAs a seasoned Oracle FCCS Functional Consultant, you will play a pivotal role in leading the implementation of financial close and consolidation cloud service. Your expertise will be instrumental in guiding the project team through solution design and validation.Key Responsibilities:Lead...

  • Financial Systems Expert

    2 days ago

    Kozhikode, Kerala, India beBeeExpertise Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: Financial Systems ExpertWe are seeking a highly skilled and experienced professional to join our team as a Financial Systems Expert. In this role, you will be responsible for providing technical expertise and support in the areas of financial systems and processes.Key Responsibilities:Develop and Implement Financial Systems: Design, develop, and...

  • Financial Services Professional

    1 day ago

    Kozhikode, Kerala, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 15,00,000

    Job Title: Financial Services ProfessionalJob Overview:We are seeking a highly skilled Financial Services Professional to join our organization. As a seasoned relationship manager, you will be responsible for acquiring and managing high net worth individual (HNI) clients, providing exceptional service delivery and driving strategic growth initiatives.Key...

  • Financial Services Specialist

    2 days ago

    Kozhikode, Kerala, India beBeeTax Full time ₹ 12,00,000 - ₹ 20,00,000

    We are seeking a skilled accounting professional to build a rewarding career in financial services.Key Responsibilities:Perform bookkeeping and monthly closing activities, preparing financial statements and bank reconciliations under US GAAP standards using tools like QuickBooks and Xero.Assist in accounts payable/receivable, payroll, and cash flow...

  • Senior Expert in Financial Contracts

    2 days ago

    Kozhikode, Kerala, India beBeeDerivative Full time ₹ 22,50,000 - ₹ 30,15,000

    Expert Advice in Derivatives Business We are seeking a seasoned professional to provide expert legal advice on derivative contracts and agreements. As a critical member of our team, you will be responsible for delivering high-quality results through collaboration with cross-functional teams. Key Responsibilities:Drafting and negotiating international...

  • Financial Services Relationship Manager

    3 days ago

    Kozhikode, Kerala, India beBeeClientServicing Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Client Service Manager RoleWe are seeking an experienced Client Service Manager to deliver exceptional client experiences within the financial services industry.The ideal candidate will possess a strong understanding of FPI regulations and be able to manage multiple tasks efficiently.A solid background in finance or a related field is essential, along with...

  • Financial Expert

    3 days ago

    Kozhikode, Kerala, India beBeeAccountant Full time ₹ 40,00,000 - ₹ 75,00,000

    Job Summary:We are seeking a detail-oriented Financial Analyst to maintain accurate financial records and ledgers. The ideal candidate will have excellent analytical and problem-solving skills, with the ability to analyze financial data to identify trends and areas for improvement.