Financial Services Specialist

2 days ago


Delhi NCR Delhi, India beBeePortfolio Full time ₹ 6,00,000 - ₹ 12,00,000
Financial Services Specialist Job Description

Our company is seeking a highly skilled Financial Services Specialist to join our team. In this role, you will be responsible for offering credit solutions to clients, including working capital facilities, overdrafts, and term loans.

You will assess the creditworthiness of clients on an ongoing basis and focus on portfolio growth by cross-selling financial products and achieving non-interest income (NII) targets. To succeed in this position, you will need to analyze financial statements, credit reports, and market trends to assess client performance and risks.

  • Key Responsibilities:
  • Analyze financial statements and credit reports to assess client creditworthiness.
  • Offer credit solutions to clients, including working capital facilities, overdrafts, and term loans.
  • Focus on portfolio growth by cross-selling financial products and achieving NII targets.

Requirements:

  • A graduate or postgraduate degree in any discipline.
  • A strong understanding of financial products and portfolio management.
  • Experience in analyzing financial statements and assessing creditworthiness.
  • A proven track record in relationship management and corporate sales.

What We Offer:

  • A competitive salary package.
  • Opportunities for career growth and development.
  • A dynamic and supportive work environment.


  • Delhi NCR, Delhi, India beBeeFinancial Full time

    We are currently seeking a highly skilled Financial Services Specialist to join our organization.Job Description:The ideal candidate will have a background in commerce or finance and experience in customer interactions. This role requires excellent communication skills and a strong understanding of financial products.Engage in customer-based interactions,...


  • Delhi NCR, Delhi, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

    Affluent Relationship Manager Position">This role is for a seasoned Affluent Relationship Manager specializing in Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). The ideal candidate will have extensive experience in the BFSI sector, focusing on upselling investment products to Retail/HNI clients, generating new...


  • Delhi, Delhi NCR, India beBeeCompliance Full time ₹ 1,04,000 - ₹ 1,30,878

    Leading Financial Services ConsultantWe are seeking a seasoned financial services expert to spearhead complex consulting engagements. The ideal candidate will possess in-depth knowledge of governance, risk management, and compliance.Governance, Risk & Compliance (GRC) Domain Expertise (30%): A comprehensive understanding of regulatory compliance and...


  • Delhi NCR, Delhi, India beBeeProfessional Full time ₹ 1,04,000 - ₹ 1,30,878

    Job DescriptionWe are seeking a seasoned Financial Services Professional with in-depth expertise in Property & Casualty, Life Insurance, and Retirement Services. This role involves working on diverse business consulting engagements, applying strategic frameworks, and delivering impactful solutions to clients.Working as part of a cross-cultural team across...


  • Delhi, Delhi NCR, India beBeeFinancial Full time

    Financial Analysis SpecialistWe are seeking a highly skilled Financial Analyst to join our team as a Financial Analysis Specialist. The ideal candidate will have professional experience working for a multinational corporation or a chartered accounting firm, with a strong background in regional financial responsibilities.Key Responsibilities:Conduct...


  • Delhi, Delhi NCR, India beBeeAccounting Full time

    We are seeking a proactive Customer Service Representative to provide exceptional service to clients via phone, email, and live chat. The ideal candidate will have a strong understanding of financial principles and experience with accounting software.Key ResponsibilitiesProvide customer assistance and resolve issues promptly by addressing client inquiries...


  • Delhi, Delhi NCR, India beBeeCreditRisk Full time ₹ 12,00,000 - ₹ 36,00,000

    Job Title: Financial Services Manager Key Responsibilities:Conduct in-depth analysis of operational, business, financial and managerial risks aspects to ensure alignment with bank's internal credit risk policies.Monitor borrowers' interim financials and perform comprehensive analysis of financial statements to identify potential risks.Meet clients regularly...


  • Delhi, Delhi NCR, India beBeeAccounting Full time ₹ 1,04,000 - ₹ 1,30,878

    Financial Operations SpecialistThe role involves the effective management of financial transactions, including purchase invoices, trade receivables, and bank receipts.Key Responsibilities:Booking of Purchase Invoices: Process local and import purchase invoices into SAP, ensuring proper allocation to cost centers.Trade Receivable Entry: Record trade...


  • Delhi, Delhi NCR, India beBeeFinancialTransformation Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    As a Financial Transformation Specialist, you will lead the implementation of Oracle Cloud Financials solutions for clients. You will work closely with business stakeholders to assess, design, and deploy financial management systems that meet their needs.Key responsibilities include:Leading the configuration of Oracle Cloud Financials modules, including AR,...


  • Delhi NCR, Delhi, India beBeeTransformation Full time US$ 90,000 - US$ 1,20,000

    Job DescriptionWe are seeking a highly experienced Financial Transformation Specialist to join our team.The ideal candidate will have extensive knowledge of Oracle Cloud Financials and a proven track record of successful implementations.This role involves leading assessment, design, implementation, and deployment of Oracle Cloud Financials.You will partner...