Senior Financial Services Evaluator

21 hours ago


Thrissur, Kerala, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,00,00,000

About this Role

We are seeking an individual to evaluate and rate financial products/services offered by UK-based banks and institutions.

This role involves conducting research, analysis, and providing insights to assist customers in making informed financial decisions.

  • Key Responsibilities:
  • Conduct research and gather data for product/service ratings (including mystery shopping).
  • Analyze terms and conditions documents and financial offerings.
  • Maintain and update rating sheets (Google Sheets/Excel).
  • Ensure the Insight Portal is up-to-date with accurate information.
  • Track market trends and refine rating methodologies.

Required Skills

  • Strong research and analytical skills
  • Proficiency in Excel/Google Sheets
  • Excellent communication skills

Preferred Skills

  • Prior experience in banking/insurance/financial services
  • Detail-oriented with strong organizational skills


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