Financial Services Professional

5 hours ago

Chennai, Tamil Nadu, India beBeeAssociate Full time ₹ 8,00,000 - ₹ 15,00,000
Job Title:

Senior Associate

Overview

To be successful in this role, you will need to have a solid understanding of financial services industry and relevant legislation. You should also possess good communication skills, both written and verbal, as well as the ability to generate creative solutions to address problems.

Key Accountabilities
  • Provide superior service to funds, members and key stakeholders meeting Service and quality standards.
  • Complete daily processing within required Service Standards.
  • Operational Management:
    • Provide superior service to funds, employers and members by meeting Service and quality standards.
    • Process and complete all operations administrative.
    • Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business.
    • Quality review work to minimise rework of tasks and maintain high quality standards.
    • Ensure the quality and productivity standards are met.
    • Complete all transactions across funds as required.
    • Communicate effectively with internal and external stakeholders to resolve enquiries.
    • Complete adjustments and investigations as appropriate and as instructed.
    • Participate as a positive member of the team by co-operating with others to achieve the teams goals.
  • Governance & Risk:
    • Comply with all company policies, our core values and procedures.
    • Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business.
    • Create and upkeep Business Process Manuals & Make training manuals.
Requirements

3-5 Years of experience in financial services industry Good understanding of relevant Superannuation legislation Sound knowledge of MS Office and other software packages Previous administration skills data entry / high volume type role, ideally in a financial service industry Accuracy and high attention to detail Possess effective communication skills, both written and verbal Generate creative solutions to address problems and commit to follow through Possess a sound knowledge of technical and compliance issues, understanding the relevant policies and legislation.

Personal Attributes
  • Good investigation and problem-solving abilities. Ability to follow procedure documents and identify opportunities for process improvements.
  • Customer focused with the ability to collaborate with others to achieve desired outcomes.
  • Ability to prioritise and time manage multiple tasks to meet tight deadlines.

  • Professional in Financial Services

    7 days ago

    Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 10,00,000

    Job Title: Professional in Financial ServicesAbout Our Team:We are a professional consultancy that delivers end-to-end financial, tax, and business advisory services. Our expertise spans Direct & Indirect Taxation, New Business Establishment, CFO & CTO Services, Individual Support, Transaction Advisory, Corporate Law, Regulatory Compliance, and Legal...

  • Financial Services Professional

    1 week ago

    Chennai, Tamil Nadu, India beBeeFinancial Full time ₹ 24,00,000 - ₹ 40,00,000

    As a financial services professional, you will play a key role in supporting clients with various financial products and services.Key Responsibilities:Monitor client data to identify opportunities for cross-selling insurance, fixed deposits, and other financial solutions.Pursue new business leads and meet assigned targets through strategic sales efforts.Stay...

  • Financial Services Professional

    7 days ago

    Chennai, Tamil Nadu, India beBeeBanking Full time ₹ 5,00,000 - ₹ 10,00,000

    Job SummaryWe are seeking a skilled Banking & Finance professional to join our team in handling various roles within the industry.This position requires excellent written communication skills, knowledge of insurance operations and customer service, as well as experience with Excel and savings and investment products.The ideal candidate will have 1-3 years of...

  • Analyst, Onboarding and Services

    14 hours ago

    Chennai, Tamil Nadu, India Chatham Financial Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Overview:We don't simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client...

  • Financial Services Professional

    3 days ago

    Chennai, Tamil Nadu, India beBeeAccounting Full time ₹ 8,00,000 - ₹ 12,00,000

    Accounting Associate JobWe are seeking a highly skilled and experienced accounting professional to join our team in Chennai, India.Job Overview:The successful candidate will be responsible for assisting the accounts team with various tasks including bookkeeping, data entry, and financial statement preparation. They must have a strong commitment to quality...

  • Financial Services Professional

    7 days ago

    Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 19,40,000 - ₹ 25,45,000

    At a financial services firm, our goal is to empower entrepreneurs through expert guidance and access to various funding opportunities. We cater to both early-stage and later-stage investments, leveraging diverse financing avenues such as equity, debt, and crowdfunding.Key ResponsibilitiesWe conduct thorough due diligence and develop detailed financial...

  • Senior Analyst, Onboarding and Services

    4 days ago

    Chennai, Tamil Nadu, India Chatham Financial Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Overview: We don't simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client...

  • Financial Operations Intern

    2 days ago

    Chennai, Tamil Nadu, India T-Home Fintech (Financial services) Full time

    Job Description: Fin-Ops InternCompany: T-Home Fintech Location: Hyderabad, Bangalore, Chennai, Gurgaon, Mumbai, Pune, KolkataAbout T-Home Fintech T-Home Fintech is a DPIIT Recognized Startup India company based in Hyderabad. We are pioneering a new approach to financial and legal services by leveraging AI technology to make complex processes like securing...

  • Financial Operations Intern

    3 days ago

    Chennai, Tamil Nadu, India T-Home Fintech (Financial services) Full time

    Job Description: Fin-Ops InternCompany: T-Home Fintech Location: Hyderabad, Bangalore, Chennai, Gurgaon, Mumbai, Pune, KolkataAbout T-Home Fintech T-Home Fintech is a DPIIT Recognized Startup India company based in Hyderabad. We are pioneering a new approach to financial and legal services by leveraging AI technology to make complex processes like...

  • Financial Services Professional

    7 days ago

    Chennai, Tamil Nadu, India beBeeDueDiligence Full time ₹ 75,00,000 - ₹ 1,20,00,000

    Job Title: Financial Services ProfessionalThe successful candidate will be responsible for the end-to-end execution of customer due diligence and enhanced due diligence for individual and corporate clients. This involves reviewing documentation, assessing risk, and updating systems with accurate client information.Key Responsibilities:• Analyze and execute...