IT Services & Software Development Company
Banking & Financial Services Executive — Fresher Job in Rishikesh
About this role
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Skills you'll use
What you'll do
- Assist with account-opening documentation and KYC verification.
- Support customers with product information and service requests.
- Maintain daily transaction and service-request registers.
- Help prepare branch performance and compliance reports.
- Document your work so the next person can pick it up
Who can apply
- Education: pursuing or completed B.Com/BBA/MBA in Finance or any Bachelor’s degree
- Graduation year: 2025, 2026 or 2027 batch
- Minimum 60% / 6.0 CGPA (relaxable for candidates with strong practical projects)
- Technical skills: working knowledge of MS Excel, KYC, Customer Service, Financial Products
- Soft skills: clear written communication, ownership, willingness to document work
- Experience: none required — freshers welcome; prior projects or certifications are a plus
Perks & benefits
Interview & selection process
- 1The selection process for the Banking & Financial Services Executive role at Accounting & Taxation Services Firm is merit-based and typically runs over 4 stages: Round 1: Application & Resume Screening — apply through this page; profiles are shortlisted on fundamentals, projects and role fit. Round 2: Online Assessment — aptitude plus role-specific questions covering MS Excel, KYC, Customer Service. Round 3: Technical / Functional Interview — a discussion of your projects and practical scenarios covering MS Excel, KYC, Customer Service, Financial Products, Documentation. Round 4: HR Discussion — role expectations, salary, joining date, location and offer. Shortlisted candidates are contacted after applying. There are no charges at any stage of the process — Accounting & Taxation Services Firm never asks candidates for money.
About Accounting & Taxation Services Firm
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