
Financial Services Professional
3 days ago
This position involves conducting periodic reviews and onboarding for MUFG Bank and MUFG Securities bookings to the EMEA region. Key responsibilities include performing customer due diligence based on regulatory standards, including screening and suitability assessments.
Key Responsibilities:- Conduct Know Your Customer (KYC) operations services, including customer due diligence for new and existing clients based on standard operating procedures.
- Provide support in conducting enhanced due diligence profile production for head office and global branches/affiliates/corporates/financial institutions/funds/banks/individuals.
- Strong knowledge of KYC end-to-end processes for low, medium, and high-risk clients.
- Excellent communication skills to interact with clients, RMs, sales teams, and other stakeholders.
- Attention to detail is essential.
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Vistaar Financial Services
3 weeks ago
Bengaluru, Karnataka, India Vistaar Financial Services Pvt. Ltd. Full timeCompany Description Vistaar Financial Services Pvt Ltd aims to support deserving micro-entrepreneurs by providing transparent and affordable credit solutions. The company focuses on the missing middle segment not effectively served by the formal financial system, with a goal to attract mainstream capital and resources to serve chosen segments effectively....
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Financial Services Professional
2 days ago
Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 8,40,000 - ₹ 12,40,000Job OverviewWe are seeking a highly skilled and experienced professional to fill the role of Financial Services Professional. The ideal candidate will have 1-4 years of experience in the financial industry.Main ResponsibilitiesDevelop effective strategies to meet business objectives.BUILD STRONG RELATIONSHIPS with clients to understand their financial...
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Financial Services Professional
5 days ago
Bengaluru, Karnataka, India beBeeAudit Full time ₹ 8,00,000 - ₹ 12,00,000As a seasoned professional, you will play a pivotal role in our Audit Practice.Job Summary:We are seeking an experienced Audit Manager to provide high-quality services to our financial services group. Through building strong relationships with clients, including paying special attention to industry trends and customer needs, you will deliver services that...
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Financial Services Professional
5 days ago
Bengaluru, Karnataka, India beBeeFinancial Full time US$ 1,30,348 - US$ 1,85,494About Our OrganizationWe are a dynamic global provider of open finance software solutions dedicated to expanding access to financial services. Our innovative applications span lending, payments, treasury and capital markets, and universal banking.Our MissionWe aim to boost financial inclusion for all by serving over 8,000 customers worldwide, including 45...
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Financial Services Professional
24 hours ago
Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 30,00,000About UsPeakAlpha is an award-winning, SEBI-registered Mutual Fund Distributor and wealth management company driven by one credo: to respect and manage others' money as we would our own. Twenty years in business and a host of awards later PeakAlpha continues to be committed to building long-term relationships with customers employees and associates.With...
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Financial Services Professional
18 hours ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Investment Banking CareerWe are looking for a highly motivated and talented professional to join our team as an Investment Banking Analyst.About the Role:Conduct thorough research, analyze complex financial data, and prepare comprehensive reports.Develop investment pro-formas and financial models to support business development activities.Support the...
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Financial Services Professional
11 hours ago
Bengaluru, Karnataka, India beBeePersonalBanking Full time ₹ 6,00,000 - ₹ 10,00,000Key Roles for a Personal BankerWe seek an experienced professional to manage banking strategies, build client relationships and deliver expert advice on financial products.Responsibilities:Implement effective banking solutions to achieve business objectives.Develop strong ties with clients to understand their financial needs.Provide expert guidance on...
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Vistaar Financial Services
4 weeks ago
Bengaluru, Karnataka, India Vistaar Financial Services Pvt. Ltd. Full timeJob Responsibilities:- Identify revenue streams, manage costs in order to achieve the desired EBITDA of unit- Initiate and implement the finance strategies of the unit- To provide financial reports and budgets to achieve the goals.- Responsible for the financial, accounting and credit functions- Ensure timely receipts from Debtors.- Monitor the performance...
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Financial Services Professional
5 days ago
Bengaluru, Karnataka, India beBeeWealth Full time ₹ 12,00,000 - ₹ 30,00,000Job Title: Wealth Advisory SpecialistThis role focuses on delivering exceptional wealth management services to high net worth individuals and families, leveraging expertise in portfolio management, financial advisory, and business strategy.To succeed in this position, you will need a strong background in finance and economics, with experience in managing...
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Financial Services Professional
21 hours ago
Bengaluru, Karnataka, India beBeeWealthManagement Full time ₹ 25,00,000 - ₹ 50,00,000Client Service Associate Job DescriptionWe are seeking a motivated and detail-oriented Client Service Associate to join our team in Chennai. This is a paid internship opportunity that provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.You will support various client...