Financial Services Specialist

2 weeks ago

Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000
Job Description

This role involves delivering specific tasks and ensuring compliance with established Service Level Agreements (SLAs). You will work on various processes, including deal closing, drawdowns, rollovers, repayments, pre-payments, funding, rate-fixings, fees, and external payments.

  • Adhere to quality and quantity SLAs consistently.
  • Ensure 100% compliance with process-related policies, guidelines, and controls.
  • Manage deal closing, drawdowns, rollovers, repayments, and other financial processes efficiently.
  • Support the secondary trading desk with trade booking and settlements.
  • Liaise with bank departments and external contacts, including borrowers and trustees.
  • Follow up timely with agents or customers for any missing notifications.
  • Complete all funding within the SLA on the same day.
  • Serve as the SME and first internal point of contact for process-related queries and clarifications.
  • Act as the first point of escalation for process-related issues from customers.
  • Pay attention to detail to ensure all documents are processed correctly.
  • Identify changes to processes to improve productivity and efficiency.

Required Skills and Qualifications:

  • Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.
  • Minimum 6 months of experience in the financial services industry with a proven track record of delivery.
  • Understand business financial statements, cash flow capacity, and loans across various industries.
  • Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
  • Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.
  • Utilize effective time management and prioritization skills to achieve business objectives.
  • Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments.

Preferred Skills and Qualifications:

  • Build relationships with clients, internal partners, and peers effectively.
  • Recognize issues or problems that need to be escalated promptly.
  • Develop domain learning and exhibit strong interpersonal and communication skills.
  • Apply analytical thinking and problem-solving skills effectively.
  • Understand the product lifecycle and area product management thoroughly.

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