Senior Financial Services Specialist

1 week ago

Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

Job Summary:

    We are seeking an experienced Relationship Manager to manage retail banking customers, generate business through cross-selling of banking products, and provide exceptional customer service.

Key Responsibilities:

  • Build and maintain relationships with walk-in and existing customers at the branch level.
  • Develop and execute strategies to promote and sell banking products such as savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party offerings.
  • Conduct outbound calls and field visits to acquire new customers and deepen existing relationships.
  • Identify customer needs and provide tailored financial solutions.
  • Maintain compliance with KYC norms and internal banking policies.
  • Meet assigned sales and revenue targets within specified timelines.
  • Handle basic service requests and coordinate with backend teams for timely resolution.

  • Senior Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Bread Financial Full time

    Senior Specialist, Strategy AnalyticsJob Description: Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here.Job Summary:The Strategy Analytics Senior Specialist will support senior and executive leaders in business strategy and...

  • Service Delivery Manager

    2 weeks ago

    Bengaluru, Karnataka, India Bread Financial Full time

    Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here.Job SummaryThe Service Delivery Manager will lead, provide direction for End User Services team, coordinate with counterparts and stakeholders, and strategically align with End User...

  • Manager - Service Delivery

    2 weeks ago

    Bengaluru, Karnataka, India Bread Financial Full time

    Job Summary:The Service Delivery Manager will lead, provide direction for End User Services team, coordinate with counterparts and stakeholders, and strategically align with End User Services leaders.This role will demonstrate superior professionalism, calm demeanor, and strong people management skills.Essential Job Functions:- Oversee governance by tracking...

  • Senior Financial Operations Specialist

    2 weeks ago

    Bengaluru, Karnataka, India beBeeAccounting Full time ₹ 25,00,000 - ₹ 30,00,000

    Job Opportunity:We are seeking an experienced Financial Operations Specialist to manage journal and ledger posting in Tally, ensuring accurate recording of day-to-day business transactions.The ideal candidate will be responsible for assisting in the processing of balance sheets, income statements, and other financial documents according to established...

  • Senior Financial Services Professional

    2 weeks ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Financial Services Analyst RoleThis role involves analyzing financial data, preparing transaction documentation, and supporting senior bankers in deal execution.The ideal candidate will have strong analytical skills, excellent written and verbal communication skills, and the ability to work effectively in a team managing multiple tasks.Key...

  • Customer Service Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Greenlight Financial Technology Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set flexible spend controls, and invest for their family's future. Kids and teens...

  • Senior Financial Services Professional

    2 weeks ago

    Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Job OverviewWe are seeking a skilled Senior Associate to fill this senior role. The ideal candidate will have 3-5 years of experience in the financial services industry and a good understanding of relevant Superannuation legislation.Key ResponsibilitiesProvide exceptional service to funds, employers, and members by meeting high service and quality...

  • Senior Financial Insights Specialist

    2 weeks ago

    Bengaluru, Karnataka, India beBeeAnalyst Full time ₹ 4,00,000 - ₹ 5,50,000

    Research AnalystAbout us: We are a fast-growing stock broking firm expanding into Portfolio Management Services (PMS). Our commitment is to build a strong financial backbone that supports our clients and operations.We focus on compliance, precision, and growth, offering an opportunity to be part of a dynamic and evolving financial services team.We're looking...

  • Senior Sales Manager

    1 week ago

    Bengaluru, Karnataka, India HDB Financial Services Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role - Senior Sales ManagerExp - 2 to 8 YearsProduct - Mortgage loansJob Role :Key functions will be:• Achievement of business plan targets in terms of volume growth, product mix and market share.• Responsibility for Dealer network management & expansion.• Promotion of business & Institutional sales.• Planning& executive sales promotion plans &...

  • Senior Manager

    2 weeks ago

    Bengaluru, Karnataka, India Bread Financial Full time

    Senior Manager - Data ManagementJob Description: Every career journey is personal.That's why we empower you with the tools and support to create your own success story.Be challenged.Be heard.Be valued.Be you.be here.Job Summary:The Data Management Senior Manager will oversee the organization's data management initiative across one or more aspects of the data...