Finance Specialist

CBRE; Hyderabad; In loco; INR 900.000 - 1.500.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health Insurance

Free meals and snacks

Mental wellbeing support

Klay day care partnership (HYD campus)

On-site amenities

Descrizione del lavoro

CBRE Business Services Organisation (BSO) in Hyderabad seeks a Finance Specialist to support bank account lifecycle management for global Real Estate funds. You will handle KYC/CDD requests, maintain signatory records, and coordinate documentation with Legal and Corporate Secretarial teams.

The role requires strong attention to regulatory details, excellent communication, and collaboration across Treasury, Accounting, Legal, and banking partners.

Competenze

• 3-7 years of experience in Treasury Operations, Bank Account Management, Cash Management, Corporate Banking Operations, or a related field.
• Experience managing bank account openings, closures, KYC reviews, and banking documentation.
• Knowledge of FATCA, CRS, KYC, AML, and customer due diligence requirements.

Mansioni

• Coordinate end-to-end bank account opening, closing, and maintenance activities across multiple banking partners.
• Prepare and review account opening documentation and ensure timely completion of banking requirements.
• Track account opening and closure requests through to completion.
• Manage Know Your Customer (KYC) and Customer Due Diligence (CDD) requests from banking partners.
• Coordinate collection, validation, and submission of corporate documents, ownership structures, and supporting information.
• Partner with Legal and Corporate Secretarial teams to obtain required documentation.
• Maintain signatory records and monitor compliance with internal governance requirements.
• Review, prepare, and maintain FATCA and CRS forms and related tax documentation.
• Support internal and external audits by providing documentation and responding to information requests.

Conoscenze

KYC knowledge

AML knowledge

Banking operations

MS Excel proficiency

Communication skills

Formazione

Bachelor’s degree in finance/Accounting/Business Administration/Banking

Strumenti

MS Suite

MS Excel

Descrizione del lavoro

Why CBRE Business Services Organization (BSO)

When you join CBRE Business services Organization (BSO), youbecome part of a global leader in commercial real estate and investmentservices that help businesses and people thrive.

At CBRE- Business services Organization (BSO), We aredynamic problem solvers and forward-thinking professionals who createsignificant impact.

CBRE Business Services Organization (BSO), Our collaborativeculture is built on our shared values - respect, integrity, service andexcellence - and we value the diverse perspectives, backgrounds and skillsetsof our people and you have the opportunity to realize your full potential.

Job Title - Finance Specialist

About The Role

We are seeking a detail-oriented and proactive BankAccount Maintenance Specialist to support the administration and governance ofglobal bank accounts across multiple Real Estate funds’ legal entities andjurisdictions. The role is responsible for managing bank account lifecycleactivities, supporting KYC and due diligence requests, coordinating authorizedsignatory updates, reviewing regulatory documentation, and administering useraccess to banking platforms.

What You’ll Do

• Coordinate end-to-end bank account opening, closing, and maintenance activities across multiple banking partners.
• Prepare and review account opening documentation and ensure timely completion of banking requirements.
• Track account opening and closure requests through to completion.
• Manage Know Your Customer (KYC) and Customer Due Diligence (CDD) requests from banking partners.
• Coordinate collection, validation, and submission of corporate documents, ownership structures, and supporting information.
• Partner with Legal and Corporate Secretarial teams to obtain required documentation.
• Maintain signatory records and monitor compliance with internal governance requirements.
• Review, prepare, and maintain FATCA and CRS forms and related tax documentation.
• Support internal and external audits by providing documentation and responding to information requests.

Qualification and Skills

• Bachelor’s degree in finance, Accounting, Business Administration, Banking, or related discipline.
• 3-7 years of experience in Treasury Operations, Bank Account Management, Cash Management, Corporate Banking Operations, or a related field.
• Experience managing bank account openings, closures, KYC reviews, and banking documentation.
• Knowledge of FATCA, CRS, KYC, AML, and customer due diligence requirements.
• Familiarity with working with multiple banking partners and EMEA Real Estate legal entities.

Other Requirements

• Ability to build effective relationships with banks, internal teams, and external service providers.
• Excellent communication skills, both written and verbal, with the ability to clearly articulate banking requirements and follow up on requests.
• High attention to detail and accuracy when handling sensitive banking information and regulatory documentation.
• Ownership and accountability for delivering high-quality outcomes and following tasks through to completion.
• Collaboration and teamwork to work effectively across Treasury, Accounting, Legal, and banking partners.
• Basic knowledge of MS Suite, proficiency MS Excel

Company Perks And Benefits

• Health Care: Health Insurance to Self, Immediate family & Parents/In-laws
• Accident & Term life Insurance for all employees Accident & Term life Insurance for all employees.
• Food & Snacks: Free Meals & snacks are provided in all shifts.
• Mental Wellbeing: A confidential service that provides facility of counselling to keep you emotionally & mentally well while dealing with the challenges.
• Child Care: We partner with Klay day care and CBRE employees get 100% waiver on admission fee. This Day school is in our HYD campus.
• Entertainment: On floor - Chess, Carrom board, Table tennis, Foosball.

Our Values In Hiring

At CBRE, we are committed to fostering a culture whereeveryone feels they belong.

We value diverse perspectives and experiences, and wewelcome all applications.

CBRE Business Services Organisation (BSO) is a part of CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500company headquartered in Dallas, is the world’s largest commercial real estateservices and investment firm (based on 2023 revenue). The company has more than130,000 employees (including Turner & Townsend employees) serving clientsin more than 100 countries. CBRE serves a diverse range of clients with anintegrated suite of services, including facilities, transaction, and projectmanagement; property management; investment management; appraisal andvaluation; property leasing; strategic consulting; property sales; mortgageservices and development services. Please visit our website at www.cbre.com. Weroutinely post important information on our website, including corporate andinvestor presentations and financial information. We intend to use our websiteas a means of disclosing material, non-public information and for complyingwith our disclosure obligations under Regulation FD. Such disclosures will beincluded in the Investor Relations section of our website athttps://ir.cbre.com. Accordingly, investors should monitor such portion of ourwebsite, in addition to following our press releases, Securities and ExchangeCommission filings and public conference calls and webcasts.