Financial Operations Specialist

2 weeks ago


Hyderabad, Telangana, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 80,00,000

Job Title: Financial Operations Specialist

We are seeking a highly skilled professional to join our team in Hyderabad. In this role, you will be responsible for processing client transactions, including transfers, withdrawals, and deposits.

Key Responsibilities:

  • Experience in wire payments & payments processing is essential.
  • Process client transactions including transfer of assets between brokerage and investors.
  • Proficiency in using financial software and transaction processing systems.
  • Provide support during the onboarding process to ensure a smooth transition for new clients.
  • Ensure accurate and timely execution of financial transactions.
  • Key functions in this role include sorting, analyzing, and scanning incoming client documents into our imaging system, and validating them into the proper workflows.
  • Account opening and maintenance: Transfers between banks and intermediaries, free movement (FOP) process understanding with SSIs/Swifts.
  • Achieving predefined targets with reliability.
  • Knowledge on IRA accounts, advisory services, and investor relations is an added advantage.
  • Excellent verbal and written communication skills.


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