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4 Job openings at THE TRINITY FINVEST
About 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

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