Financial Services Trainee

6 days ago


Gulbarga, Karnataka, India beBeeWealthManagement Full time ₹ 6,00,000 - ₹ 8,00,000
About the Role

This is a paid internship offering hands-on experience in client servicing and wealth management.

It provides a strong possibility of a full-time role based on performance.

You will support various operational functions, gain exposure to the wealth management industry, and develop skills in finance, communication, and tools used in the financial advisory space.

Key Responsibilities
  • Assist with documentation processes, customer communication, and service delivery
  • Support back-office coordination and day-to-day tasks
  • Learn and work on Excel, CRM tools, and other financial platforms
  • Collaborate with the team and contribute to ongoing projects as needed
Requirements
  • Strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • Basic understanding of financial concepts is a plus
  • Readiness to take on multiple roles and responsibilities in a dynamic environment
  • Commitment to completing mandatory certifications as per regulatory requirements
  • Bachelor's degree in Finance, Business, or related field

This internship offers an excellent learning platform for those looking to build a career in wealth management. High-performing candidates may be offered a full-time role upon successful completion.



  • Gulbarga, Karnataka, India beBeeFinance Full time ₹ 9,00,000 - ₹ 12,10,000

    Unlock Your Career Potential with a Corporate Finance Trainee RoleWe are seeking a motivated and detail-oriented individual to join our Corporate Finance team as a Trainee. This opportunity will provide hands-on experience in financial reporting, regulatory compliance, and strategic initiatives.Main Responsibilities:Support the month-end close process,...


  • Gulbarga, Karnataka, India beBeeInternalControls Full time ₹ 6,00,000 - ₹ 10,00,000

    Industrial Trainee OpportunityWe are seeking a skilled CA Final student to join our organization in an exciting Industrial Trainee role under the ICAI Industrial Training framework. This position primarily focuses on Risk Management and Internal Controls, with additional exposure to Business Finance, FP&A, and Financial Statement closure.


  • Gulbarga, Karnataka, India beBeeDevelopment Full time ₹ 8,00,000 - ₹ 12,00,000

    Business Development TraineeAs a business development trainee, you will be responsible for assisting in the management and execution of various projects that require manager involvement. Confidential information must be handled with integrity and professionalism, ensuring it is maintained securely. Special tasks may include support on various initiatives and...


  • Gulbarga, Karnataka, India beBeeWealth Full time ₹ 15,00,000

    Financial Services ProfessionalWe are seeking a skilled and experienced Financial Services Professional to manage relationships with high net worth individuals.The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and provide tailored solutions to clients.Candidate must...


  • Gulbarga, Karnataka, India beBeeFinance Full time ₹ 9,00,000 - ₹ 18,00,000

    Financial Services Expert WantedWe are seeking an experienced Financial Services professional to join our team. The ideal candidate will possess strong research and analytical skills, with proficiency in Excel and Google Sheets.About the Role:The successful candidate will be responsible for evaluating and rating financial products/services offered by...


  • Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Counsellor Role Overview\The Investment Counsellor plays a pivotal role in delivering bespoke investment and financial planning services to clients. This position involves conducting thorough assessments of clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their...


  • Gulbarga, Karnataka, India beBeeTaxLead Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Senior Financial Services Tax LeadOur organization seeks an experienced Senior Financial Services Tax Lead to spearhead the review and preparation of complex client returns, encompassing Hedge Funds, Private Equity, and Fund of Funds. This role requires exceptional leadership skills, technical expertise, and a keen eye for detail.Key Responsibilities:Lead a...

  • Senior Auditor

    1 week ago


    Gulbarga, Karnataka, India beBeeAudit Full time ₹ 10,00,000 - ₹ 15,00,000

    **Job Overview:**Audit and Assurance Senior Associate is responsible for performing audit procedures in complex areas, building technical competence, and acting as the primary day-to-day contact for the audit client.This senior associate role involves working with clients and engagement teams onshore. Responsibilities include reporting to engagement leaders,...


  • Gulbarga, Karnataka, India beBeeCareer Full time ₹ 60,00,000 - ₹ 1,20,00,000

    About the RoleThis is a Business Development role with a leading Pension Fund Management company. The successful candidate will play a key part in expanding NPS adoption across various sectors, working closely with cross-functional teams and engaging with top management of corporates (CXOs/VPs).The ideal candidate will have strong communication &...


  • Gulbarga, Karnataka, India beBeeMortgage Full time ₹ 65,000 - ₹ 75,000

    We are seeking a detail-oriented professional with strong administrative skills to support the end-to-end mortgage application process. This role is ideal for someone who is organized, communicative, and dedicated to providing exceptional customer service.Key ResponsibilitiesReview and process mortgage applications to ensure completeness and accuracy.Liaise...