Financial advisor manager jobs in Trivandrum

· 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... 

 ...personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key... 

 ...databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. BFM MCOM MBA Finance or equivalent , with NISM 5A & 8 certification... 

 ...research, assimilate data from multiple sources, and write quality research reports. Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers. Work and communicate effectively in a multi-cultural team,... 

 ...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... 

 ...QuickTurtle is looking for a seasoned Regional Head to lead our Independent Financial Distributor (IFD/IFA) Channel, specifically for Secondary Bonds & Fixed Income Securities . If you have extensive experience in this domain, a proven track record of achieving sales targets... 

 ...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 manage... 

 ...Responsibilities Accounting & Compliance Ensure timely and accurate financial reporting in accordance with Indian Accounting Standards (Ind AS...  ...and regulatory requirements. Taxation & Audits Manage both direct and indirect tax filings and ensure full compliance.... 

 ...join our dynamic team and embark on a rewarding career journey Financial Strategy and Planning: Executives in finance contribute to the...  ...'s financial strategy They collaborate with senior management to set financial goals, identify growth opportunities, and develop... 

 ...relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs... 

 ...ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant... 

 ...Jul' 25 Posted 3 weeks ago Job 38 applicants About the job Key responsibilities: 1. Manage accounts receivable and accounts payable processes. 2.Record financial transactions and maintain accurate ledgers. 3. Assist in month-end and year-end closing... 

 ...working world for all.  Finance Functional Expert – Senior/Manager Job Summary: We are seeking a highly experienced and...  ...team. The ideal candidate will possess a strong understanding of financial principles and practices, with a minimum of 10 years of experience... 

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... 

 ...Description We are seeking a proactive and client-focused Relationship Manager in the Financial Services sector to join our team. The ideal candidate will have 1-3 years of experience in managing client relationships and will be responsible for providing excellent service... 

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...

 ..., you get an opportunity to engage with high-value customers of ICICI Bank and offer 360 degree-banking solutions. As a Relationship Manager - Business Banking, you will have the opportunity to provide banking solutions for Micro, Small, and Medium Enterprises (MSME) and mid... 

 ...RM Group operates through three businesses: Technology (Managed Services, Software and Infrastructure for Schools), Assessment (...  ...Accounting.     Mandatory skills Sound knowledge in Financial Accounting Working knowledge of Computerized Accounting / ERP... 

 ...go.  Join EY and help to build a better working world.  EY – CSS – Manager - Reporting The Manager of Reporting is responsible for overseeing the preparation and distribution of various financial and performance reports within the organization. This role involves... 

ASSISTANE MANAGER FINANCE AND INVESTOR RELATIONS Start Date Starts  Immediately...  ...community. This role involves preparing and presenting financial information, maintaining relationships with investors, supporting... 

 ...is an essential service.    About the role A Relationship Manager is a core anchor in taking our banking solutions and services to...  ...cycle and offering suitable products and services based on their financial needs while being fair to the customer and fair to the bank in... 

 ...SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers...  ...revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain... 

 ...private general insurance companies, and now a subsidiary of HDFC Bank. 200+ branches | 9700+ employees Position – Assistant Agency Manager (Health Insurance) Employment : Full time Permanent on-roll job with HDFC ERGO Mode : Work from Office (with regular field... 

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS...  ...Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7)... 

 ...seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is...  ...clients by offering expert advice and a comprehensive suite of financial products. Key Responsibilities Acquiring, deepening, and retaining... 

 ...Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3)...  ...Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7)... 

 ...expansion in the EdTech sector. We're looking for someone who can manage fundraising, financial planning, and strategic growth initiatives with precision...  ...requirements Coordinate with external auditors, legal advisors, and financial consultants Generate financial dashboards... 

To ensure Licensing of the agents and building own team To drive productivity of the new and vintage agents To drive performance by implementing sales promotion for the PFA To coach and mentor PFAs in providing need based solutions for customers To deliver new business...

 ...sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region....  ...numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence...