Financial Services Professional

12 hours ago


Agra, Uttar Pradesh, India beBeeClientServicing Full time ₹ 50,00,000 - ₹ 1,00,00,000

We are seeking a professional to deliver exceptional client experiences in the financial services sector.

The ideal candidate will work closely with clients and internal teams to ensure seamless onboarding, efficient query resolution, and timely coordination of operations like NAV release, fee calculation, and fund transfers. A solid understanding of FPI regulations and strong problem-solving skills are essential for success.

Responsibilities include:

  • Developing and strengthening client relationships
  • Coordinating with Fund Accountants, Operations, and Finance teams
  • Handling subscription/redemption requests and fee calculations
  • Maintaining regulatory compliance and effective issue resolution

Key qualifications include:

  • An MBA in Finance or a related field
  • A minimum of 4–5 years of experience in Client Servicing, ideally within Financial Services
  • Strong knowledge of Foreign Portfolio Investment (FPI) regulations
  • Excellent communication and interpersonal skills
  • Ability to manage multiple tasks with attention to detail and efficiency

Join our team where your ideas matter, your growth is supported, and your potential is limitless.


  • Financial Professional

    10 hours ago


    Agra, Uttar Pradesh, India beBeeAccounting Full time AU$ 2,00,000 - AU$ 3,00,000

    Financial Professional - AustraliaWe are seeking a highly skilled Financial Professional to join our team in Australia.This role involves discussing financial needs of clients based in Australia and understanding their financial profile.The ideal candidate will have strong attention to detail, excellent analytical skills, and the ability to communicate...


  • Agra, Uttar Pradesh, India beBeeFundraising Full time ₹ 15,00,000 - ₹ 30,00,000

    Debt Fundraising SpecialistCare.fi is a leading Health fintech startup, offering smart financing and claim management solutions to hospitals.We provide seamless financing and revenue cycle management solution for healthcare providers, leveraging technology to drive efficiencies.About the roleDrive debt fundraising from banks, NBFCs, and financial...


  • Agra, Uttar Pradesh, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 12,00,000

    Financial ProfessionalAbout Us:We are a forward-thinking organization operating across various business segments in the immigration sphere, including education, housing, visas, finance, and more.Our mission is to drive growth, efficiency, and trust through our services as we expand.We are strengthening our financial division to ensure accurate reporting,...


  • Agra, Uttar Pradesh, India beBeeAccounting Full time ₹ 30,00,000 - ₹ 60,00,000

    Job Opportunity:A diligent and analytical accounting professional is sought to manage financial records with precision and professionalism.Key Responsibilities:Manage and update financial records, including general ledger, accounts payable (AP), and accounts receivable (AR).Administer payroll and maintain knowledge of Canadian accounting practices.Utilize...


  • Agra, Uttar Pradesh, India beBeeTaxLeader Full time ₹ 14,94,400 - ₹ 21,23,300

    Job OpportunityWe are seeking a seasoned tax professional to lead our financial services client returns team.Main Responsibilities:Review and analyze complex financial services client returns, including hedge funds, private equity, and fund of funds.Supervise the preparation of state returns for financial services clients.Identify international filing...

  • Financial Professional

    11 hours ago


    Agra, Uttar Pradesh, India beBeeFinance Full time ₹ 10,00,000 - ₹ 14,00,000

    Job DescriptionWe are seeking an experienced professional to join our team as a Senior Associate. As a key member of our organization, you will be responsible for performing day-to-day financial activities, including accounts payable and receivable processing, invoice verification, and expense management.You will assist with month-end and year-end close...


  • Agra, Uttar Pradesh, India beBeeAccounting Full time ₹ 90,00,000 - ₹ 1,50,00,000

    Financial Accounting Professional\The role involves handling key financial tasks including AP/AR postings, e-commerce and B2B chargebacks. The candidate will also be responsible for preparing and analyzing financial statements using NetSuite.\AP/AR PostingsHandling e-commerce and B2B chargebacksPreparing and analyzing financial statements\To succeed in this...


  • Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,90,00,000 - ₹ 2,50,00,000

    As a senior investment manager, you will be responsible for delivering high-quality investment solutions to our clients. This involves building and maintaining strong relationships with clients and lender partners, drafting client business overviews and investment memoranda, reviewing client financial information, and analyzing financial statements.", "Key...


  • Agra, Uttar Pradesh, India beBeeAccounting Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Opportunity: Senior Accountant / Assistant Accounts ManagerWe are seeking a highly skilled and independent individual to manage the accounting function of our organization.Maintain accurate financial records and day-to-day accounting data.Efficiently handle sales, purchase entries, and billing transactions.Prepare and manage Goods and Services Tax (GST)...


  • Agra, Uttar Pradesh, India beBeeFinancial Full time ₹ 7,000 - ₹ 10,000

    Job Description:Our organization seeks a detail-oriented and proactive Finance Intern to support our finance team. The intern will gain hands-on experience in financial management, billing, reconciliation, bookkeeping, and general accounting processes.The selected intern's day-to-day responsibilities include:Assisting in preparing and generating client...