Financial Services Expert

5 hours ago


Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 5,00,000 - ₹ 10,00,000

Dear candidates, thank you for your interest in this role.

We are seeking a highly skilled Financial Analyst to evaluate and rate financial products/services offered by various institutions.

About the Position

The role involves conducting thorough research, analyzing complex data, and providing insightful recommendations to help customers make informed financial decisions.

Key Responsibilities
  • Conduct comprehensive research and gather relevant data for product/service ratings (including mystery shopping).
  • Analyze terms and conditions documents and financial offerings.
  • Maintain and update rating sheets using Google Sheets or Excel.
  • Keep records up to date with accurate information.
  • Track market trends and refine rating methodologies.
Essential Skills
  • Strong analytical and problem-solving skills.
  • Proficiency in Excel or Google Sheets.
  • Excellent communication and interpersonal skills.
Desirable Skills
  • Prior experience in banking/insurance/financial services.
  • Attention to detail with strong organizational skills.
Why This Opportunity?
  • Work remotely with global exposure.
  • Research-driven role in the financial services domain.


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