Senior Financial Review Specialist

4 days ago


Madurai, Tamil Nadu, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000
Financial Analyst

We are seeking a skilled professional to evaluate and rate financial products/services offered by UK-based banks and institutions. The role involves research, analysis, and providing insights to help customers make informed financial decisions.

About the Role
  • Conduct market research and gather data for product/service ratings (including mystery shopping).
  • Analyze terms and conditions documents and financial offerings to identify trends and opportunities.
  • Develop and maintain rating sheets using Excel or Google Sheets.
  • Keep the Insight Portal up-to-date with accurate information.
  • Track market trends and refine rating methodologies to ensure accuracy and fairness.
Key Responsibilities
  1. Research and Analysis: Conduct thorough market research to identify key trends and developments in the financial services sector.
  2. Product/Service Rating: Evaluate and rate financial products/services based on their features, benefits, and overall value proposition.
  3. Communication: Develop clear and concise reports and presentations to communicate findings and recommendations to stakeholders.
Required Skills and Qualifications
  • Strong Research and Analytical Skills: Ability to conduct thorough market research and analyze complex data sets.
  • Excel/Google Sheets Proficiency: Experience working with spreadsheets to develop and maintain rating sheets.
  • Excellent Communication Skills: Ability to develop clear and concise reports and presentations.
Preferred Skills and Qualifications
  • Prior Experience in Banking/Insurance/Financial Services: Background in the financial services sector with experience in product development, marketing, or risk management.
  • Attention to Detail: Strong organizational skills and attention to detail to ensure accuracy and fairness in product/service ratings.


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