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9 Job openings at THE TRINITY FINVEST
Relationship Executives- Wealth Management

Cochin

2 - 5 years

INR 0.2 - 0.3 Lacs P.A.

On-site

Full Time

Who can Apply? MBA/ M.Com /Engineering or graduates with Experience in Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Finance/ Sales. Experience: MBA/ M. Com/ Engineering ,Graduates with 2-5 Years of experience in the relevent Field with a keen interest to learn and develop their career in wealth & financial Management. K.R.A: 1. Responsible for business development and team management functions of the organisation. 2. Developing new business/deepening existing client relationships/portfolio Management. 3.Demonstrate and apply knowledge in financial products, ability to interpret market trends. 4.Analytical, logical reasoning and problem solving skills. 5.Excellent communication and presentation skills as well as a team player. Preference: Candidates with strong academic performance /certifications in Finance or sales will be given preference Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Quarterly bonus Work Location: In person

Asst. Manager- Relationship Management

Cochin

2 - 5 years

INR 3.5 - 5.0 Lacs P.A.

On-site

Full Time

Who can Apply? MBA/ M.Com /Engineering or graduates with Experience in Wealth Management/ Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Wealth Management Experience: MBA/ M. Com/ Engineering ,Graduates with 2-5 Years of experience in the relevent Field with a keen interest to learn and develop their career in wealth & financial Management. Young & Dynamic talents from wealth management industry will be given preference. K.R.A: 1. Responsible for business development and team management functions of the organisation. 2. Developing new business/deepening existing client relationships/portfolio Management. 3.Demonstrate and apply knowledge in financial products, ability to interpret market trends. 4.Analytical, logical reasoning and problem solving skills. 5.Excellent communication and presentation skills as well as a team player. Preference: Candidates with strong academic performance /certifications in Finance or sales will be given preference Job Type: Full-time Pay: ₹350,000.00 - ₹500,000.00 per year Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Quarterly bonus Work Location: In person

Finance Executive

Kochi, Kerala

2 - 5 years

INR 0.18 - 0.22 Lacs P.A.

On-site

Full Time

Who can apply Preferably Candidates MBAs/Post Graduate in Finance, CA/CMA Pursuing candidates. Experience: 2-5 years’ experience finance functions in India or Abroad Responsibilities •* Financial Reporting:* o Prepare and analyze monthly, quarterly, and annual financial statements, including Profit & Loss (P&L), Balance Sheet, and Cash Flow Statements. o Ensure timely and accurate financial reporting in compliance with accounting standards. •* Vouching & Reconciliation:* o Conduct vouching and verification of financial transactions. o Perform bank, vendor/Revenue, and ledger reconciliations while ensuring proper record-keeping and document security. o Oversee cash handling and petty cash management, ensuring proper documentation and reconciliation of cash transactions. o Monitor cash flow to maintain liquidity and prevent discrepancies. •* Statutory Compliance & Taxation:* o Manage statutory filings such as GST, Income Tax Returns (ITR), and other applicable tax filings. o Ensure timely payment of taxes and adherence to regulatory requirements. Audit & Finalization of Accounts: o Work closely with auditors and Chartered Accountants (CAs) for the finalization of quarterly and annual financial statements. o Assist in statutory audits and resolve audit queries. •* Budgeting & Cost Control:* o Develop and oversee the annual and monthly budgets, ensuring alignment with company goals. o Prepare and monitor budgets for corporate events, projects, and operational activities, ensuring cost control and effective resource allocation. o Conduct variance analysis to track actual spending vs. budgeted figures and suggest corrective actions. •* Other Financial Operations:* o Support management with financial analysis and decision-making insights. o Develop and implement financial and budgeting frameworks to support strategic business objectives. o Assist in financial planning, forecasting, and budgeting. Salary Rs: 20,000-25,000 per month , will not be constraint for the right candidate Bonus/Incentives Performance based Bonus/Incentives Preference Candidates with experience in managing Finance function will be given preference ( not limited to Accounting) Job Type: Full-time Pay: ₹18,000.00 - ₹22,000.00 per month Benefits: Cell phone reimbursement Schedule: Fixed shift Supplemental Pay: Performance bonus Yearly bonus Work Location: In person

Finance Executive

Cochin

2 - 5 years

INR 0.18 - 0.22 Lacs P.A.

On-site

Full Time

Who can apply Preferably Candidates MBAs/Post Graduate in Finance, CA/CMA Pursuing candidates. Experience: 2-5 years’ experience finance functions in India or Abroad Responsibilities •* Financial Reporting:* o Prepare and analyze monthly, quarterly, and annual financial statements, including Profit & Loss (P&L), Balance Sheet, and Cash Flow Statements. o Ensure timely and accurate financial reporting in compliance with accounting standards. •* Vouching & Reconciliation:* o Conduct vouching and verification of financial transactions. o Perform bank, vendor/Revenue, and ledger reconciliations while ensuring proper record-keeping and document security. o Oversee cash handling and petty cash management, ensuring proper documentation and reconciliation of cash transactions. o Monitor cash flow to maintain liquidity and prevent discrepancies. •* Statutory Compliance & Taxation:* o Manage statutory filings such as GST, Income Tax Returns (ITR), and other applicable tax filings. o Ensure timely payment of taxes and adherence to regulatory requirements. Audit & Finalization of Accounts: o Work closely with auditors and Chartered Accountants (CAs) for the finalization of quarterly and annual financial statements. o Assist in statutory audits and resolve audit queries. •* Budgeting & Cost Control:* o Develop and oversee the annual and monthly budgets, ensuring alignment with company goals. o Prepare and monitor budgets for corporate events, projects, and operational activities, ensuring cost control and effective resource allocation. o Conduct variance analysis to track actual spending vs. budgeted figures and suggest corrective actions. •* Other Financial Operations:* o Support management with financial analysis and decision-making insights. o Develop and implement financial and budgeting frameworks to support strategic business objectives. o Assist in financial planning, forecasting, and budgeting. Salary Rs: 20,000-25,000 per month , will not be constraint for the right candidate Bonus/Incentives Performance based Bonus/Incentives Preference Candidates with experience in managing Finance function will be given preference ( not limited to Accounting) Job Type: Full-time Pay: ₹18,000.00 - ₹22,000.00 per month Benefits: Cell phone reimbursement Schedule: Fixed shift Supplemental Pay: Performance bonus Yearly bonus Work Location: In person

Tele Calling Executive

Kochi, Kerala

0 years

INR 1.8 - 2.4 Lacs P.A.

On-site

Full Time

We are looking for a proactive and persuasive Telecaller to join our team! The ideal candidate will be responsible for cold calling potential clients, generating quality leads, and handing them over to the respective Relationship Managers for further engagement. Key Responsibilities: Conduct outbound cold calls to potential leads from provided databases or sourced contacts. Introduce company services and gather basic client information. Identify interested prospects and hand over warm leads to Relationship Managers. Maintain a daily tracker of calls made, leads generated, and follow-ups. Coordinate with the sales/relationship team for seamless client handovers. You Should Have: Strong communication and interpersonal skills. Confidence in engaging over phone calls. Basic understanding of financial or investment services (preferred but not mandatory). Target-driven and self-motivated attitude. Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Health insurance Internet reimbursement Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Performance bonus Quarterly bonus Work Location: In person

Tele Calling Executive

Cochin

0 years

INR 1.8 - 2.4 Lacs P.A.

On-site

Full Time

We are looking for a proactive and persuasive Telecaller to join our team! The ideal candidate will be responsible for cold calling potential clients, generating quality leads, and handing them over to the respective Relationship Managers for further engagement. Key Responsibilities: Conduct outbound cold calls to potential leads from provided databases or sourced contacts. Introduce company services and gather basic client information. Identify interested prospects and hand over warm leads to Relationship Managers. Maintain a daily tracker of calls made, leads generated, and follow-ups. Coordinate with the sales/relationship team for seamless client handovers. You Should Have: Strong communication and interpersonal skills. Confidence in engaging over phone calls. Basic understanding of financial or investment services (preferred but not mandatory). Target-driven and self-motivated attitude. Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Health insurance Internet reimbursement Paid sick time Paid time off Schedule: Day shift Supplemental Pay: Performance bonus Quarterly bonus Work Location: In person

Team Lead- Wealth Management

Cochin

2 - 5 years

INR 3.5 - 4.0 Lacs P.A.

On-site

Full Time

Who can Apply? MBA/ M.Com /Engineering or graduates with Experience in Wealth Management/ Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Wealth Management Experience: MBA/ M. Com/ Engineering ,Graduates with 2-5 Years of experience in the relevent Field with a keen interest to learn and develop their career in wealth & financial Management. Young & Dynamic talents from wealth management industry will be given preference. K.R.A: 1. Responsible for business development and team management functions of the organisation. 2. Developing new business/deepening existing client relationships/portfolio Management. 3.Demonstrate and apply knowledge in financial products, ability to interpret market trends. 4.Analytical, logical reasoning and problem solving skills. 5.Excellent communication and presentation skills as well as a team player. Preference: Candidates with strong academic performance /certifications in Finance or sales will be given preference Job Type: Full-time Pay: ₹350,000.00 - ₹400,000.00 per year Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Quarterly bonus Work Location: In person

Executive- Wealth Management

Cochin

1 - 5 years

INR 2.4 - 3.6 Lacs P.A.

On-site

Full Time

Who can Apply? MBA/ M.Com /Engineering or graduates with Experience in Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Finance/ Sales. Experience: MBA/ M. Com/ Engineering ,Graduates with 1-5 Years of experience in the relevent Field with a keen interest to learn and develop their career in wealth & financial Management. K.R.A: 1. Responsible for business development and team management functions of the organisation. 2. Developing new business/deepening existing client relationships/portfolio Management. 3.Demonstrate and apply knowledge in financial products, ability to interpret market trends. 4.Analytical, logical reasoning and problem solving skills. 5.Excellent communication and presentation skills as well as a team player. Preference: Candidates with strong academic performance /certifications in Finance or sales will be given preference Job Type: Full-time Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Supplemental Pay: Quarterly bonus Work Location: In person

Manager/Asst. Manager Finance

kochi, kerala

2 - 6 years

INR 6e-05 - 7e-05 Lacs P.A.

On-site

Full Time

The ideal candidate for this position would preferably hold an MBA/Post Graduate degree in Finance or be a CA/CMA pursuing candidate, with 2-5 years of experience in finance functions in India or abroad. Your primary responsibilities in this role would include: Financial Reporting: - Preparation and analysis of monthly, quarterly, and annual financial statements such as Profit & Loss (P&L), Balance Sheet, and Cash Flow Statements. - Ensuring timely and accurate financial reporting in compliance with accounting standards. Vouching & Reconciliation: - Conducting vouching and verification of financial transactions. - Performing bank, vendor/Revenue, and ledger reconciliations with proper record-keeping and document security. - Overseeing cash handling, petty cash management, and cash flow monitoring to maintain liquidity and prevent discrepancies. Statutory Compliance & Taxation: - Managing statutory filings like GST, Income Tax Returns (ITR), and other applicable tax filings. Audit & Finalization of Accounts: - Working closely with auditors and Chartered Accountants (CAs) for the finalization of quarterly and annual financial statements. - Assisting in statutory audits and resolving audit queries. Budgeting & Cost Control: - Developing and overseeing annual and monthly budgets aligned with company goals. - Monitoring budgets for corporate events, projects, and operational activities to ensure cost control and effective resource allocation. - Conducting variance analysis to track actual spending vs. budgeted figures and suggesting corrective actions. Other Financial Operations: - Providing financial analysis and decision-making insights to support management. - Developing and implementing financial and budgeting frameworks aligning with strategic business objectives. - Assisting in financial planning, forecasting, and budgeting. Salary offered for this position ranges from Rs 20,000 to Rs 25,000 per month, with no constraints for the right candidate. Performance-based bonuses and incentives are also included. Candidates with experience in managing finance functions, beyond accounting, will be given preference. This is a full-time position with benefits including cell phone reimbursement, fixed shift schedule, performance bonuses, and yearly bonuses. Kindly share your financial experience when applying for this role. Work Location: In person,

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