Analyst financial modeling jobs in Trivandrum

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products ...

Roles and Responsibilities: Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF...

Location: Kerala Essential Services: Role & Location fungibility While the role descriptions give you an overview of the responsibilities, it is only directional and guiding in nature. At ICICI Bank, we believe in serving our customers beyond our role definition, product...

 ...service excellence by partnering with customers through their life cycle and offering suitable products and services based on their financial needs while being fair to the customer and fair to the bank in all engagements. Business Development:  Ensuring a growth in wallet... 

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client...

 ...data analytics using MS Excel, previous experience in working on databases like Morningstar Direct. Experience Senior Investment Analyst: 3-5 years of Investment Research experience in Equity markets at fund research or asset class level. Should have excellent... 

 ...and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products. Key Responsibilities Acquiring, deepening, and retaining relationships with HNI and UHNI clients. Generating revenue... 

 ...acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients ,... 

 ...products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8... 

 ...products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8... 

 ...Regional Head - Independent Financial Distributor (IFD/IFA) Channel (Secondary Bond & Fixed Income Securities) QuickTurtle is looking for a seasoned Regional Head to lead our Independent Financial Distributor (IFD/IFA) Channel for Secondary Bonds and Fixed Income Securities... 

 ...Regional Head Independent Financial Distributor(IFD/ IFA) Channel, Secondary Bond & Fixed Income Securities 1) Achieving planned annual Secondary Bonds Volume Target by facilitating deals for Sales Team 2) Providing clarifications & required support to the team about Bond... 

 ...Role Responsibilities: Contribute to the development and implementation of financial strategies. Oversee preparation and analysis of financial reports and ensure compliance with regulations. Manage budgeting processes and provide insights on variances. Assess and... 

· Generate Revenue by getting business from leads generated through assigned 3-4 banks. · Cascade the incentive programs to Banks Staff · Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document · Develop new...

 ...for Associate Finance Accounts to join our dynamic team and embark on a rewarding career journey Responsible for supporting the financial operations of an organization Recording and maintaining accurate financial records, such as invoices, receipts, and transactions... 

 ...Aster Medcity is looking for Executive Finance to join our dynamic team and embark on a rewarding career journey Financial Strategy and Planning: Executives in finance contribute to the development and implementation of the organization's financial strategy They collaborate... 

 ...Responsibilities Accounting & Compliance Ensure timely and accurate financial reporting in accordance with Indian Accounting Standards (Ind AS...  ...and advanced MS Excel skills Competence in financial modeling and analysis Regulatory Knowledge ~ Sound understanding... 

Responsible for implementing the sales plan of the assigned region  Responsible for achieving sales targets from a select group  Assist in launching & driving Annuity Business  Prepare periodic sales reports Maintain database on corporate clients and competitor information...

 ...Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual... 

 ...companys executive leadership, shareholders, analysts, and the broader investment community....  ...role involves preparing and presenting financial information, maintaining relationships with...  ...in Excel, PowerPoint, and financial modelling; experience with investor relations platforms...