- Where
- Bengaluru, Karnataka, India, IN · India
- Level
- Mid
Job Title: BFSI Executive
Department: Banking, Financial Services & Insurance (BFSI)
Experience: Freshers – 2 Years
Employment Type: Full-Time
Job Summary
We are looking for a detail-oriented BFSI Executive to support banking, financial services, or insurance operations. The candidate will assist with customer inquiries, financial documentation, transaction processing, account-related services, and compliance procedures while ensuring accurate and efficient service delivery.
Key Responsibilities
Assist customers with banking, financial, or insurance-related queries.
Process and verify financial documents and customer applications.
Maintain customer records and update financial systems.
Support account opening, loan processing, insurance claims, or policy servicing, depending on the business unit.
Verify customer information and documentation.
Follow up on pending applications, payments, and customer requests.
Coordinate with internal teams to resolve customer issues.
Follow KYC (Know Your Customer), AML (Anti-Money Laundering), and company compliance procedures.
Prepare operational reports and maintain accurate records.
Ensure confidentiality and security of customer financial information.
Skills Required
Basic knowledge of banking, finance, or insurance operations.
Understanding of financial documentation and transaction processing.
Basic knowledge of KYC and AML procedures.
Proficiency in MS Excel and MS Office.
Good communication and customer-service skills.
Numerical accuracy and attention to detail.
Problem-solving and analytical skills.
Ability to maintain confidentiality and follow compliance guidelines.
Familiarity with CRM or financial software is an advantage.
Educational Qualification
B.Com, BBA, B.Com Finance, MBA Finance, or any graduate qualification, depending on the role.
Freshers with good communication and computer skills may apply.