Financial advisor jobs in Trivandrum

 ...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... 

· 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...

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...

Description The incumbent should be able to: Undertake rigorous 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...

 ...41 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 procedures. 4.Prepare financial reports... 

 ...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... 

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...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3)...

 ...Finance Consultant with a strong background in finance to join our team. The ideal candidate will possess a strong understanding of financial principles and practices, with a minimum of 10 years of experience in the Finance domain. As a Senior Finance Consultant, you will leverage... 

 ...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... 

 ...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... 

 ...Should be a Commerce graduate with less than 1 years of experience in Accounting.     Mandatory skills Sound knowledge in Financial Accounting Working knowledge of Computerized Accounting / ERP Good knowledge of Microsoft Office, particularly Excel Good... 

 ...Trivandrum JobType: full-time Requirements Key Responsibilities Accounting & Compliance Ensure timely and accurate financial reporting in accordance with Indian Accounting Standards (Ind AS). Oversee compliance with GST, TDS, and other statutory and... 

 ...companys executive leadership, shareholders, analysts, and the broader investment community. This role involves preparing and presenting financial information, maintaining relationships with investors, supporting fundraising initiatives, and ensuring compliance with regulatory... 

 ...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... 

 ...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... 

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

At EY, we’re all in to shape your future with confidence.  We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.  EY-Process & Controls– Risk Consulting...

 ...operations expanding across Tamil Nadu, Andhra Pradesh, and Kerala, we are seeking a finance leader to scale and steer our multi-vertical financial strategy. Key Responsibilities Strategic Finance & Business Planning Lead the companys financial planning, forecasting, and...