investment-advisory-jobs-in-kochi, Kochi

56 investment Advisory Jobs in Kochi

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posted 5 days ago
experience10 to 20 Yrs
Salary12 - 24 LPA
location
Kochi, Chennai+4

Chennai, Salem, Tiruchirappalli, Hyderabad, Coimbatore

skills
  • hni sales
  • hni client handling
  • wealth management
  • exclusive rm
  • imperia rm
  • nri hni rm
  • treasury relationship manager
  • burgundy rm
  • investment rm
Job Description
Job Role: Treasury Relationship Manager Experience- Min 10 years  Compensation- Upto 24 LPA   Locations: Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem  Contact Person- Sridevi Mail-  sridevi@livecjobs.com. Contact Details- 98840 12140 Role Overview: The Treasury Relationship Manager will be responsible for managing and expanding relationships with High-Net-Worth (HNI) clients within the Wealth Management and Private Banking segment. The role involves offering treasury products, investment solutions, and ensuring high-quality advisory services to meet client financial objectives. Key Responsibilities: Acquire, manage, and grow relationships with HNI clients by offering treasury and investment-related products. Understand client financial needs and provide customized solutions aligned with their investment goals. Cross-sell treasury products such as Forex services, structured products, mutual funds, fixed-income solutions, etc. Maintain strong relationships with existing clients and ensure prompt resolution of queries. Ensure compliance with regulatory, risk management, and internal policy guidelines. Coordinate with internal teams and product specialists to deliver best-in-class client experience. Meet revenue targets and contribute to the branch/business units overall performance. Candidate Requirements: Minimum 10 years of experience in HNI Sales, Wealth Management, or Private Banking. Strong understanding of treasury and investment products. Excellent communication, relationship-building, and advisory skills. Proven track record of managing high-value client portfolios. Ability to work in a fast-paced, target-driven environment.
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posted 3 weeks ago

ATL & BTL Executive

BLOSSOM INNERS PVT LTd
experience2 to 6 Yrs
location
Kochi, Kerala
skills
  • Vendor Management
  • Return on Investment
  • MIS
  • ATL Activities
  • BTL Activities
Job Description
As a candidate for this role, your responsibilities will include: - Managing all ATL & BTL activities to ensure effective promotion of products or services - Coordinating with vendors to ensure timely completion of in-shop work - Monitoring the return on investment for advertising expenditure - Generating monthly Management Information System (MIS) reports In terms of qualifications, the company is looking for someone who has: - Prior experience in managing ATL & BTL activities - Strong vendor management skills - Proficiency in analyzing and reporting on advertising ROI The company also offers the following benefits: - Cell phone reimbursement - Provident Fund Please note that this is a full-time position that requires in-person work at the designated location.,
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posted 2 months ago
experience6 to 10 Yrs
location
Kochi, Kerala
skills
  • banking
  • investment products
  • interpersonal skills
  • communication skills
  • negotiation skills
  • leadership skills
  • client relationship management
  • financial advice
  • credit skills
  • early warning detection
  • consultative skills
  • innovative approaches
  • digital technology understanding
Job Description
As an Emerging Corp Relationship Manager at the company, your role involves staying abreast of developments within your field and contributing to the directional strategy by considering their application in your job and the business. You are recognized as a technical authority in your area and are required to have basic commercial awareness. Your developed communication and diplomacy skills will be essential in guiding, influencing, and convincing others, especially colleagues in other areas and occasional external customers. Your work will have a significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business, impacting an entire area which eventually affects the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** - Calls on clients to deepen relationships and proactively own, respond to, uncover, and anticipate future needs, roadblocks, or risks and expectations. - Introduces solutions to clients in building and strengthening an effective portfolio. - Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients" individual needs. - Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate Know Your Client (KYC) and other compliance deliverables are met. - Identifies cross-sell opportunities to deepen and increase share of wallet. - Maximizes client experience by proactive sharing markets updates, trend, and intelligence. - Drives innovation in the solutions provided to clients and further develops the business where necessary and appropriate. - Networks with clients to identify avenues for new business opportunities. - Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes. - Ensures compliance with regulatory requirements and Citi's policies/guidelines at all times. - Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. **Qualifications:** - 6-10 years of experience. - Sound knowledge of banking and investment products and processes as well as a track record of providing sound banking and financial advice and solutions to clients. - Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions. - Demonstrates an advanced level of Early Warning Detection skills. - Demonstrates advanced credit skills; able to structure all types of credit deals. - Ability to work effectively in a team setting. - Ability to coordinate multi-functional teams to provide an exceptional client experience. - Excellent interpersonal, communication, and influencing skills (e.g., negotiation, consultative skills, leadership). - Ability to work under pressure while making sound decisions. - Highly focused, able to rapidly identify key priorities and clearly communicate them. - A proactive approach in looking for ways to strengthen business relationships with clients, delivering a simple, secure, and seamless client experience. - Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients" needs. - Ability to embrace new technology and understand the role digital plays in the experience delivered for clients. - Able to quickly adapt priorities based on the latest data insights. **Education:** - Bachelor's/University degree, Master's degree preferred.,
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posted 3 weeks ago
experience5 to 9 Yrs
location
Kochi, Kerala
skills
  • Performance Marketing
  • Paid Media Strategy
  • Conversion Rate Optimization CRO
  • Data Analysis
  • Reporting
  • Google Ads
  • Meta Ads Expertise
  • Bidding
  • Budget Management
  • Crossfunctional Team Collaboration
  • Digital Marketing Tools
  • Platforms
  • Emerging Technologies
  • Trends
  • Strong Communication
  • Presentation Skills
Job Description
As a Performance Marketing Manager at our company, you will be responsible for planning, executing, and optimizing performance marketing campaigns on various digital platforms to drive business growth and meet key performance indicators (KPIs). Your expertise in paid media strategy, audience targeting, and advanced analytics will be crucial in maximizing return on investment (ROI) and contributing to our overall marketing strategy. You will need to be a strategic thinker capable of managing multi-channel campaigns, analyzing performance metrics, and optimizing results to achieve our business objectives. **Key Responsibilities:** - Develop and implement comprehensive performance marketing strategies across platforms such as Meta Ads, Google Ads, Criteo, AdRoll, RTB, and programmatic advertising. - Design and optimize campaigns to drive targeted traffic, conversions, and overall business growth. - Manage the full campaign lifecycle, including budgeting, targeting, creative optimization, bidding strategies, and A/B testing to ensure campaigns meet KPIs. - Continuously monitor, analyze, and interpret campaign performance metrics to optimize campaigns and ensure the best possible ROI. - Collaborate with creative, design, and product teams to align performance marketing strategies with overall business goals. - Stay updated on industry trends, emerging technologies, and best practices to implement innovative strategies and tools. **Qualifications:** - 5+ years of experience in performance marketing with a focus on paid media campaigns. - Hands-on experience with various platforms like Meta Ads, Google Ads, Criteo, AdRoll, RTB, and programmatic advertising. - Deep understanding of conversion rate optimization (CRO) and expertise in digital analytics tools. - Proven track record of driving measurable results through performance marketing campaigns. - Strong analytical mindset and exceptional communication skills for presenting data-driven insights. - Excellent organizational and time management skills for managing multiple campaigns simultaneously. - Experience in budget management and bidding strategies for high-volume campaigns. - Knowledge of SEO and content marketing strategies is a plus. If you are passionate about performance marketing, have a proven track record of driving results through paid media campaigns, and possess strong analytical and communication skills, we encourage you to apply for this exciting opportunity. Please share your updated resumes to amarragi@affable.in or 9048151003.,
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posted 3 weeks ago
experience2 to 6 Yrs
location
Kochi, All India
skills
  • Search Engine Optimization
  • SEO
  • Google Analytics
  • SEM
  • Keyword Research
  • Competitor Analysis
  • Campaign Management
  • Data Analysis
  • Communication Skills
  • Time Management
  • Google Ads
  • Ahrefs
  • Problemsolving
Job Description
As a SEO and Google Ads Executive at RAMAL Marketing, you will play a crucial role in enhancing businesses' online presence through effective digital marketing strategies. Key Responsibilities: - Develop, implement, and manage comprehensive on-page and off-page SEO strategies to improve website visibility. - Conduct keyword research and optimize website content, meta tags, and technical SEO elements for better search engine rankings. - Stay updated with the latest SEO trends and algorithm changes by performing competitor analysis regularly. - Monitor and report on SEO performance using tools like Google Analytics, Search Console, SEMrush, or Ahrefs. - Collaborate with content, design, and development teams to ensure SEO best practices are integrated seamlessly. - Plan, create, and optimize high-converting Google Ads campaigns across various platforms such as Search, Display, YouTube, and Performance Max. - Conduct keyword research, A/B testing, and ad copywriting to enhance Quality Score and Click-Through Rate (CTR). - Monitor and analyze campaign performance and Return on Investment (ROI) using Google Ads and Google Analytics. - Efficiently manage ad budgets and provide detailed reports on campaign performance to drive continuous optimization. Qualifications Required: - Proven experience of at least 2 years in managing SEO and Google Ads campaigns. - Strong proficiency in Google Ads, Google Analytics, Search Console, Tag Manager, and SEO tools like SEMrush and Ahrefs. - Ability to analyze data, identify trends, and derive actionable insights to drive campaign performance. - Excellent communication skills, time management abilities, and problem-solving capabilities. - Possession of Google Ads Certification will be considered a plus. RAMAL Marketing is a results-driven digital marketing agency that focuses on empowering businesses with innovative branding, performance marketing, and digital transformation strategies. Join our expanding team as a SEO and Google Ads Executive to make a meaningful impact on our clients' online success. Please note that this is a full-time position, and the work location is in person. As a SEO and Google Ads Executive at RAMAL Marketing, you will play a crucial role in enhancing businesses' online presence through effective digital marketing strategies. Key Responsibilities: - Develop, implement, and manage comprehensive on-page and off-page SEO strategies to improve website visibility. - Conduct keyword research and optimize website content, meta tags, and technical SEO elements for better search engine rankings. - Stay updated with the latest SEO trends and algorithm changes by performing competitor analysis regularly. - Monitor and report on SEO performance using tools like Google Analytics, Search Console, SEMrush, or Ahrefs. - Collaborate with content, design, and development teams to ensure SEO best practices are integrated seamlessly. - Plan, create, and optimize high-converting Google Ads campaigns across various platforms such as Search, Display, YouTube, and Performance Max. - Conduct keyword research, A/B testing, and ad copywriting to enhance Quality Score and Click-Through Rate (CTR). - Monitor and analyze campaign performance and Return on Investment (ROI) using Google Ads and Google Analytics. - Efficiently manage ad budgets and provide detailed reports on campaign performance to drive continuous optimization. Qualifications Required: - Proven experience of at least 2 years in managing SEO and Google Ads campaigns. - Strong proficiency in Google Ads, Google Analytics, Search Console, Tag Manager, and SEO tools like SEMrush and Ahrefs. - Ability to analyze data, identify trends, and derive actionable insights to drive campaign performance. - Excellent communication skills, time management abilities, and problem-solving capabilities. - Possession of Google Ads Certification will be considered a plus. RAMAL Marketing is a results-driven digital marketing agency that focuses on empowering businesses with innovative branding, performance marketing, and digital transformation strategies. Join our expanding team as a SEO and Google Ads Executive to make a meaningful impact on our clients' online success. Please note that this is a full-time position, and the work location is in person.
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posted 2 months ago
experience1 to 5 Yrs
location
Kochi, Kerala
skills
  • Valuation
  • Financial Reporting
  • Feasibility Studies
  • Data Analysis
  • Documentation
  • Microsoft Excel
  • Corporate Transactions
  • Industry Trends
  • Comparable Companies
  • Transaction Multiples
  • Financial Solutions
  • Power Point
Job Description
As a Staff Advanced Analyst in the Business Valuations team of EY's Valuation, Modelling & Economics (VME) department, your role includes: - Supporting business valuation engagements for clients in the MENA region, collaborating with the VME team. - Assisting in developing valuation models for various purposes like financial reporting, feasibility studies, and corporate transactions. - Independently leading discrete workstreams within a valuation project, including model development, data analysis, and documentation under supervision. - Collaborating with onshore teams to ensure timely delivery of client deliverables and contributing to client presentations and valuation reports. - Providing research support on industry trends, comparable companies, and transaction multiples for valuation analysis. - Demonstrating technical understanding of valuation principles and a willingness to learn and apply new concepts. - Using tools and technologies to enhance work efficiency and maintain high-quality deliverables. - Working in a team-oriented environment that emphasizes knowledge sharing, respect, and continuous development. - Supporting other Strategy and Transactions sub-service lines on multidisciplinary engagements and participating in internal initiatives and training sessions. To qualify for this role, you must have: - CA/ACCA/CFA or MBA in Finance from a premier institute with a strong academic background. - 1 to 3 years of related work experience. - Prior experience in a similar role at a Big 4 firm or top-tier venture capital, investment bank, or national accounting firm. - Strong quantitative and qualitative analytical skills to handle complex financial data and valuation scenarios. - Professionalism, reliability, adaptability, and commitment to meeting deadlines in a dynamic work environment. - Enthusiasm for continuous learning, self-development, and improving skills. - Ability to manage tasks independently, contribute to larger workstreams, and support senior members. - Proficiency in Microsoft Excel, PowerPoint, and Word for documentation support. You are expected to be available for travel outside your assigned office location at least 50% of the time, including commuting within the region to other GDS locations when required. EY is focused on building a better working world by creating new value for clients, people, society, and the planet, while fostering trust in capital markets. EY teams leverage data, AI, and advanced technology to provide services across assurance, consulting, tax, strategy, and transactions in more than 150 countries and territories.,
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posted 2 months ago
experience2 to 6 Yrs
location
Kochi, Kerala
skills
  • Structured Finance
  • Loan Documents
  • Communication Skills
  • MS Office
  • Excel
  • Word
  • PowerPoint
  • Report Writing
  • Client Presentations
  • Commercial MortgageBacked Securities CMBS
  • AgreedUpon Procedures
  • Securitization Transactions
  • FrontOffice Investment Banking
  • Collateral Stratification Tables
  • Offering Documents
  • Multitasking
  • Deadline Management
  • Prioritization Skills
  • Structured Finance Experience
Job Description
In this role at EY, you will have the opportunity to work in the Structured Finance Team focusing on transactions involving Commercial Mortgage-Backed Securities (CMBS). Your primary responsibility will be to perform agreed-upon procedures to assist clients in successfully executing securitization transactions. This will involve daily interaction with front-office investment banking clients, reviewing loan documents and data, creating collateral stratification tables, and ensuring accuracy and completeness of offering documents. You will need to multitask, work under pressure to meet deadlines, articulate issues clearly, and collaborate effectively with team members. Key Responsibilities: - Perform agreed-upon procedures to support clients in executing securitization transactions - Interact with front-office investment banking clients on a daily basis - Review loan documents and data, recalculating fields, and running exception reports - Create collateral stratification tables for assessing loan pool characteristics - Verify accuracy, completeness, and conformity of information in offering documents - Multitask and work under pressure to meet strict deadlines - Communicate issues clearly and effectively with seniors - Collaborate with team members as part of the team To qualify for this role, you must have: - Bachelor's degree in Accounting, Finance, Economics, or related discipline with approximately 2 years of relevant work experience; MBA or equivalent preferred - Excellent prioritization skills and commitment to meeting client deadlines - Strong communication skills for report writing, client presentations, and interactions - Proficiency in MS Office, including Excel, Word, and PowerPoint - Flexibility to work beyond standard hours when necessary - Willingness to work in shifts based on the role Additionally, having prior experience in structured finance is desirable.,
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posted 2 months ago
experience5 to 9 Yrs
location
Kochi, Kerala
skills
  • Data Management
  • Communication
  • OTC Derivatives
Job Description
Role Overview: You will be leading, mentoring, and managing a team to deliver high-quality data services, ensuring SLA adherence, resolving escalations, and serving as a key liaison with global teams and external partners. Your responsibilities will include monitoring and managing data inboxes, overseeing daily operations, recalculating Private Equity valuations post-corporate events, supporting system upgrades and automation initiatives, coordinating client valuation data workflows, maintaining regulatory and pricing/valuation data, and sharing domain expertise. Key Responsibilities: - Lead, mentor, and manage a team to deliver high-quality data services - Serve as key liaison with global teams and external partners - Monitor and manage data inboxes and respond to requests via case management tools - Oversee daily operations such as data feeds, pricing input, exception reporting, and manual interventions - Recalculate Private Equity valuations post-corporate events - Support system upgrades, automation initiatives, and conduct UAT/testing efforts - Coordinate client valuation data workflows and manage vendor issue resolution - Maintain and validate regulatory and pricing/valuation data - Share domain expertise and perform data setup, onboarding, and quality assurance Qualifications Required: - Prior, substantial experience managing instrument, pricing, index, or related data in an asset management environment - Deep understanding of data quality implications and how errors propagate downstream - Strong familiarity with OTC derivatives and their valuation frameworks - Experience in corporate action pricing and event processing - Sound knowledge of investment products, portfolio accounting, and valuation reporting - Hands-on experience with systems such as Aladdin, S&P (Markit) EDM, T24 - Practical exposure to data vendors (e.g., Refinitiv Eikon & Datascope, Bloomberg, ICE) - Xceptor Practitioner certified, with real-world configuration exposure in a live environment - Advanced skills in MS Excel (formulas, macros, VBA, Power Query) - Proficiency in SQL or similar data manipulation/query languages - Experience working on data-centric transformation projects Company Details: N/A,
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posted 1 month ago

Equity Dealer

Apex Services. Hiring For ONE OF THE LEADING BROKING FIRM
experience1 to 6 Yrs
Salary3.0 - 5 LPA
location
Kochi, Kozhikode+8

Kozhikode, Guntur, Bangalore, Chennai, Shimoga, Vijayawada, Mangalore, Mysore, Karur

skills
  • demat
  • broking
  • equity derivatives
  • securities
  • cross selling
  • trading
  • equity market
  • share market
  • equity advisor
  • equity dealer
Job Description
Dear Candidate,  Greetings from "APEX SERVICES"  Role- Equity Dealer  CTC- Upto-6 LPA + incentive + other benefit  ROLES ANS RESPONSIBILITIES 1) Trading on behalf of the clients.2) Building relationships with clients & educating them about Investments.3) Client Acquisition as per targets and cross selling of 3rd party products.4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory.2) Prior experience of working in a similar set up preferred.3) Should be willing to work in a target driven role & should be a go better.  Kindly reply with updated CV on apex.shivprabhahr@gmail.com if you are interested for the mentioned job role you can call also on 7991680640
posted 4 weeks ago

Relationship Manager(Banca Sales)

Apex Services. Hiring For One of the leading broking firms
experience1 to 6 Yrs
Salary1.5 - 3.5 LPA
location
Kochi, Thrissur+5

Thrissur, Kottayam, Kozhikode, Thiruvanananthapuram, Bangalore, Chennai

skills
  • mutual funds
  • cross selling
  • insurance
  • third party products
  • demat
  • broking
  • sip
  • securities
  • banca sales
  • share market
Job Description
Dear Candidate,   Greetings From"APEX SERVICES"   Designation- Assistant manager/Deputy manager   Role- Banca Sales  CTC- upto- 4 LPA + incentive + Other benefit  Roles & Responsibilities: - 1. Will be responsible for sourcing & deepening relationships from existing customer base of Bank 2. Will be responsible for selling Equity based investment products to this set of customer base. 3. Will be responsible to develop business, maximize revenue generation & achieve sales targets 4. Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. 5. Responsible for servicing and generating references from the partner bank Channel customer base. Required Skills: - 1. Graduate / Post graduate with minimum 1 year of selling experience. 2. Should have good communication & presentation skills. 3. Should be a self-starter, proactive & target oriented. 4. Should possess strong networking & relationship building skills. 5. May have good existing client relationships in the market. 6. Should have effective servicing skills and should be excellent in conflict management. 7. Two wheeler is mandatory.   Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.
posted 4 weeks ago

Commodity Dealer

Apex Services. Hiring For One of the leading broking firm
experience1 to 6 Yrs
Salary3.0 - 5 LPA
location
Kochi, Thrissur+5

Thrissur, Kozhikode, Thiruvanananthapuram, Bangalore, Chennai, Hyderabad

skills
  • stock market
  • share market
  • commodity trading
  • securities
  • broking
  • commodity markets
  • commodity dealer
  • commodity advisor
Job Description
Dear Candidate,   Greetings From "APEX SERVICES"   Designation- Assistant manager/Deputy manager   Role- Commodity Dealer   CTC- upto- 6 LPA + incentive + Other benefit   Roles and Responsibilities: Commodity Dealer primarily facilitates commodity trading for clients by executing buy/sell orders. Provide market information, and managing relationships to drive trading volume and client activation. Handling client queries, ensuring compliance, and promoting additional financial products. The role also involves acquiring new clients, reactivating inactive ones, and collecting margins. Develop and maintain strong relationships with clients, handling their queries and providing them with market-related information. Stay updated on market trends, news, and events to identify trading opportunities and manage risks. Requirements: Graduate / Post graduate. NISM 16 is mandatory. Minimum 1 year of experience in commodity dealing. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned job role you can also call on 7991680640.
posted 2 weeks ago

Senior Associate Partner

ASTIN CONSULTANCY SERVICES PRIVATE LIMITED
experience7 to 10 Yrs
Salary5 - 6 LPA
location
Kochi
skills
  • revenue growth generation
  • investment banking
  • corporate advisory
Job Description
Job Title: Senior Associate Partner Location: Kochi Education: Any Graduate Experience: 7-12 years of sales experience (Life Insurance experience strongly preferred) Email: Contact: 8943753000   We are looking for a seasoned and highly driven Senior Associate Partner to lead, mentor, and scale a strong network of life insurance advisors. This role requires a professional with deep experience in sales, team leadership, and business development within the insurance sector. The Senior Associate Partner will play a strategic role in advisor development, team productivity, and long-term business growth. Candidates must possess exceptional communication skills, strong leadership qualities, and a proven track record in life insurance sales or people management. Responsibilities Recruit, train, and develop high-performing life insurance advisors. Guide advisors through the licensing process and support them in establishing their insurance careers. Conduct regular training, mentoring sessions, and performance reviews. Drive business growth through strong leadership and strategic planning. Ensure sales targets are achieved consistently through advisor productivity. Build and maintain strong customer and advisor relationships. Ensure high policy persistency and advisor retention. Maintain adherence to regulatory norms and company compliance guidelines. Key Skills Strong leadership & team management Excellent communication and interpersonal abilities Sales, negotiation, and client handling skills Strong networking and relationship management Goal-oriented, self-driven, and proactive Ability to coach, motivate, and influence advisor teams Solid understanding of life insurance business models Benefits Attractive performance-based incentives Fast-track career growth opportunities Continuous professional training and development Supportive, target-driven work culture Opportunity to build and manage a strong advisor network   Interested candidates can share their updated CV to: 8943753000
posted 2 weeks ago

Associate Partner

ASTIN CONSULTANCY SERVICES PRIVATE LIMITED
experience3 to 7 Yrs
Salary4.0 - 6 LPA
location
Kochi
skills
  • investment banking
  • revenue growth generation
  • corporate advisory
Job Description
Job Title: Associate Partner Location: Kochi Education: Any Graduate Experience: Minimum 3-7 years of sales experience (Life Insurance experience preferred) Email: Contact: 8943753000   We are looking for a highly driven and experienced Associate Partner to lead, mentor, and grow a strong team of insurance advisors. The role involves recruiting high-quality advisors, training them, and helping them build a successful long-term career in life insurance. The ideal candidate should possess strong leadership skills, excellent communication abilities, and a proven record in sales or team handling within the insurance sector. This role is perfect for individuals who can inspire, guide, and develop teams to achieve business goals and deliver consistent performance. Responsibilities Recruit, train, and develop high-performing life insurance advisors. Support advisors in completing the licensing process and building their insurance businesses. Provide continuous training, coaching, and mentoring to help advisors achieve sales and income goals. Monitor advisor performance through regular meetings, reviews, and fieldwork. Drive sales targets and ensure achievement of monthly and annual business objectives. Build and maintain strong relationships with customers and internal stakeholders. Improve policy persistency, customer retention, and advisor productivity. Ensure consistent adherence to compliance and regulatory guidelines. Key Skills Strong leadership and team-building skills Excellent communication and interpersonal abilities Sales and negotiation skills Good networking and relationship management Target-driven, self-motivated, and proactive Ability to mentor and inspire advisors Understanding of life insurance products and processes Benefits Attractive performance-based incentives Fast-track career growth opportunities Professional training and development support Stable and supportive work culture Opportunity to build and lead a strong advisor team   Interested candidates can send their updated CV to: 8943753000
posted 2 months ago
experience2 to 6 Yrs
location
Kochi, Kerala
skills
  • Structured Finance
  • Loan Documents
  • Communication Skills
  • MS Office
  • Commercial MortgageBacked Securities CMBS
  • AgreedUpon Procedures
  • Securitization Transactions
  • FrontOffice Investment Banking
  • Collateral Stratification Tables
  • Offering Documents
  • Multitasking
  • Deadline Management
  • Flexibility
  • Structured Finance Experience
Job Description
In this role at EY, you will have the opportunity to work in the Structured Finance Team focusing on transactions involving Commercial Mortgage-Backed Securities (CMBS). Your primary responsibility will be to perform agreed-upon procedures to assist clients in successfully executing securitization transactions. This will involve daily interaction with front-office investment banking clients, reviewing loan documents and data, creating collateral stratification tables, and ensuring accuracy and completeness of offering documents. You will need to multitask, work under pressure to meet deadlines, articulate issues clearly, and collaborate effectively with team members. Key Responsibilities: - Perform agreed-upon procedures to support clients in executing securitization transactions - Interact with front-office investment banking clients on a daily basis - Review loan documents and data, recalculating fields, and running exception reports - Create collateral stratification tables for assessing loan pool characteristics - Verify accuracy, completeness, and conformity of information in offering documents - Multitask and work under pressure to meet strict deadlines - Communicate issues clearly and effectively with seniors - Collaborate with team members as part of the team To qualify for this role, you must have: - Bachelor's degree in Accounting, Finance, Economics, or related discipline with approximately 2 years of relevant work experience; MBA or equivalent preferred - Excellent prioritization skills and commitment to meeting client deadlines - Strong communication skills for report writing, client presentations, and interactions - Proficiency in MS Office, including Excel, Word, and PowerPoint - Flexibility to work beyond standard hours when necessary - Willingness to work in shifts based on the role Additionally, having prior experience in structured finance is desirable.,
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posted 1 month ago
experience2 to 6 Yrs
location
Kochi, Kerala
skills
  • Investment Management
  • Reporting
  • Ms Office
Job Description
Role Overview: As an Analyst at UST, you play a key role in your team's processes and outputs. You are expected to be self-reliant in completing tasks and proactively seek opportunities to enhance workflows and foster continuous improvement. Your responsibilities include overseeing daily operations of reporting production, ensuring reports are delivered promptly meeting predefined Service Level Agreements (SLAs), taking charge of processes while adhering to control frameworks and approval mechanisms, maintaining precise templates that align with compliance standards, addressing and resolving reporting-related challenges effectively, administering the team mailbox to guarantee timely correspondence, contributing insights to Management Information (MI) and monitoring Key Performance Indicators (KPIs), as well as building and sustaining stakeholder relationships. Key Accountabilities: - Oversee daily operations of reporting production - Ensure reports are delivered promptly, meeting predefined Service Level Agreements (SLAs) - Take charge of processes while adhering to control frameworks and approval mechanisms - Maintain precise templates that align with compliance standards - Address and resolve reporting-related challenges effectively - Administer the team mailbox and guarantee timely correspondence - Contribute insights to Management Information (MI) and monitor Key Performance Indicators (KPIs) - Build and sustain stakeholder relationships Core Competencies and Behaviors: - Exhibit meticulous attention to detail - Collaborate seamlessly with colleagues to achieve shared goals - Embrace a problem-solving attitude and actively pursue ways to optimize performance - Cultivate a curious mindset to explore learning and growth opportunities - Approach responsibilities with enthusiasm and vigor - Focus on delivering exceptional client experiences - Demonstrate relevant professional experience and complete tasks under the guidance of a Team Manager Skills Required: - Investment Management - Reporting - MS Office About UST: UST is a global digital transformation solutions provider that has been working side by side with the world's best companies for over 20 years to make a real impact through transformation. With over 30,000 employees in 30 countries, UST partners with clients from design to operation, embedding innovation and agility into their organizations. UST's deep domain expertise and future-proof philosophy aim to touch billions of lives in the process of building for boundless impact.,
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posted 2 months ago
experience5 to 9 Yrs
location
Kochi, Kerala
skills
  • Data Management
  • Communication
  • OTC Derivatives
Job Description
Role Overview: As a Team Lead in Data Management (APAC shift), you will lead a team responsible for maintaining high-quality reference, pricing, and valuation data critical to investment operations. You will coordinate global handovers, oversee daily data flows, manage team performance, and support ongoing automation and improvement projects. This role requires strong leadership, technical expertise in financial data, and the ability to collaborate across global teams. Key Responsibilities: - Lead, coach, and motivate a team to ensure timely, accurate delivery of data services. - Set objectives, conduct performance reviews, and provide constructive feedback. - Manage team workload, training plans, and professional development. - Foster a collaborative, compliant, and high-performing team culture. - Oversee APAC handovers and liaise with global stakeholders on queries and data exceptions. - Monitor shared mailboxes and manage data requests via case management tools. - Oversee daily data feeds, manual input, and exception handling for pricing and valuation data. - Recalculate Private Equity valuations following events or corporate actions. - Support automation initiatives, system upgrades, and User Acceptance Testing (UAT). - Coordinate resolution of vendor issues impacting client valuation data. - Maintain and validate key regulatory, pricing, and valuation data sets. - Share expertise across the team and perform data quality checks and setup processes. Qualification Required: - Substantial experience in data management (e.g., instrument, pricing, index data) within asset management. - Strong knowledge of OTC derivatives and their valuation methodologies. - Strong understanding of corporate action pricing and event-driven data processes. - Broad-based knowledge of investment products, asset classes, and processes. - Excellent understanding of the impact of data quality on downstream systems and reporting. - Solid understanding of portfolio accounting and client valuation reporting. - Strong Excel skills (formulas, spreadsheets), with proficiency in Word and PowerPoint. - Excellent written and verbal communication skills to liaise with internal stakeholders. - Experience with Aladdin, S&P Markit EDM, T24, and data vendor platforms (Refinitiv Eikon, Bloomberg, ICE, Datascope). - Xceptor Practitioner Certification with hands-on experience configuring live workflows. - Relevant industry certifications (e.g., IOC, IMC). - Proven leadership and team management experience in a data operations environment. Additional Details: The company is located in Kochi and operates in the Investment Operations / Data Services department. The role involves overseeing APAC handovers, collaborating with global stakeholders, and supporting automation projects to enhance data management processes. The team lead is expected to maintain high-quality data services, manage team performance, and ensure compliance in a high-performing team culture.,
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posted 2 months ago

Anchor

MyFin Global Finance Media
experience1 to 5 Yrs
location
Kochi, Kerala
skills
  • Financial markets
  • Investment strategies
  • Economic trends
Job Description
You will be responsible for delivering engaging and informative content to our audience through various media platforms, including television, online streaming, and social media. The ideal candidate will possess a strong understanding of financial markets, investment strategies, and economic trends. - Deliver engaging and informative content to the audience - Utilize various media platforms such as television, online streaming, and social media - Graduation - 1 year of relevant experience in financial markets or related field,
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posted 2 months ago

Senior Finance Manager

Aeden Fruits International Pvt Ltd
experience5 to 9 Yrs
location
Kochi, Kerala
skills
  • Financial Modeling
  • Valuation
  • Communication Skills
  • Presentation Skills
  • Strategic Thinking
Job Description
As a Senior Finance Manager at Aeden Fruits International Pvt. Ltd., your role will be crucial in shaping the company's financial future and growth strategies. You will work closely with the executive team to lead corporate finance functions, manage investor relations, and provide high-level financial analysis to drive strategic decisions. Key Responsibilities: - Lead all fundraising activities by identifying and evaluating potential sources of capital, developing financial models, business plans, and pitch decks, managing the end-to-end fundraising process, and negotiating favorable terms for loans and investment deals. - Develop and maintain sophisticated financial models to support strategic planning, provide data-driven insights to the leadership team, conduct in-depth financial analysis, and prepare clear financial reports and dashboards. - Act as the primary point of contact for investors and banking partners, prepare regular updates and reports, organize stakeholder meetings, and ensure compliance with reporting requirements. - Oversee cash flow planning, manage banking relationships, and implement strategies for effective working capital management. Qualifications & Skills Required: - Professional Qualification: Qualified Chartered Accountant (CA) or equivalent professional certification (e.g., CFA, ACCA, CMA). - Experience: 5-7 years of post-qualification experience in corporate finance, investment banking, or a strategic finance role within a high-growth company. - Fundraising Expertise: Hands-on experience in successfully raising debt or equity capital. - Financial Modeling: Expert-level proficiency in financial modeling, valuation, and creating investor-grade presentations. - Communication & Presentation Skills: Exceptional written and verbal communication skills with the ability to present complex financial information clearly. - Strategic Mindset: Strong analytical and strategic thinking abilities to contribute to high-level business decisions. Aeden Fruits International Pvt. Ltd. is a fast-growing leader in the fresh produce import and distribution sector. As the company expands its operations, the Senior Finance Manager will play a crucial role in driving financial planning and growth initiatives. Please note that the work location for this role is in person. Benefits: - Health insurance - Leave encashment - Life insurance - Paid sick time - Paid time off - Provident Fund Job Types: Full-time, Permanent,
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posted 2 months ago
experience2 to 6 Yrs
location
Kochi, Kerala
skills
  • Investment Banking
  • Trade Finance
  • International Banking
  • Risk Management
  • Wealth Management
  • Fintech
  • Blockchain
  • Artificial Intelligence
  • Machine Learning
  • Python
  • Data Analytics
  • Business Strategy
  • Project Management
  • Logistics Supply Chain
  • Digital Finance
  • AI in Finance
  • Financial Technologies
  • Internet of Things IoT
  • Global Trade
  • Leadership Innovation
  • Strong communication
  • Mentoring ability
  • Passion for teaching
  • Career guidance
Job Description
Role Overview: Join the IIMF Academy Faculty Team and be a part of empowering the next generation of global banking, finance, and management professionals. IIMF Academy is a pioneering initiative by Mentornets, Lexicon, and Goodway organizations with over 30 years of collective experience in career planning, international career transitions, entrepreneurship, professional skills development, and language training for graduates and young professionals. The academy was founded with a vision to prepare graduates for rewarding careers in Global Banking, Trade, Management, Finance, and Technology through advanced, career-connected education. Key Responsibilities: - Teach and mentor students in the areas of Banking & Finance, Fintech & Innovation, Information Technology & Data Science, and Management & Entrepreneurship. - Bring real-world expertise and contemporary insights to learners. - Commit to a teaching/training module of at least 60 hours per month. - Collaborate with seasoned educators, mentors, and industry leaders to enhance the learning experience for students. Qualification Required: - Minimum 2 to 4 years of professional experience in relevant industry domains. - Practical exposure in areas such as Investment Banking, Wealth Management, Trade Finance, Fintech, Risk Finance, Artificial Intelligence, Machine Learning, IoT, or Python is preferred. - Bachelors or Masters Degree in a relevant field; international certifications will be an added advantage. - Strong communication skills, mentoring ability, and a passion for teaching and career guidance are essential. Additional Details: IIMF Academy partners with leading global institutions to offer internationally recognized certification programs. The academy provides globally recognized certifications aligned with international standards, 24/7 online learning with live progress tracking, professional mentorship, digital badges & credentials, and affordable, job-ready training designed for graduates and working professionals. Don't miss the opportunity to work with a globally connected academic network, gain exposure to international curriculum and certification programs, contribute to transforming graduate employability, and enjoy flexible, part-time engagement opportunities at IIMF Academy.,
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posted 2 months ago
experience6 to 10 Yrs
location
Kochi, Kerala
skills
  • Banking
  • Investment products
  • Interpersonal skills
  • Communication skills
  • Negotiation skills
  • Leadership skills
  • Client relationship management
  • Innovation
  • Financial advice
  • Credit skills
  • Early Warning Detection
  • Consultative skills
  • Digital technology understanding
Job Description
As an Emerging Corp Relationship Manager at Citi, your role involves being a strategic professional who contributes to directional strategy by staying abreast of developments in your field. You will have a significant impact on the area through complex deliverables and advising on technology or operations. Your work will impact an entire area, affecting the overall performance and effectiveness. **Key Responsibilities:** - Calls on clients to deepen relationships and anticipate future needs - Introduces solutions to clients to build an effective portfolio - Collaborates with product specialists to structure customized solutions - Works with Case Manager on client onboarding and retention - Identifies cross-sell opportunities and maximizes client experience - Drives innovation in solutions provided to clients - Networks with clients for new business opportunities - Administers the credit relationship of clients ensuring compliance at all times - Assesses risk and ensures compliance with regulatory requirements **Qualifications:** - 6-10 years of experience - Sound knowledge of banking and investment products - Demonstrated ability in providing sound banking and financial advice - Strong credit skills and ability to structure complex deals - Excellent interpersonal, communication, and influencing skills - Ability to work effectively in a team setting and under pressure - Proactive approach in strengthening business relationships with clients - Passion for creating new business opportunities and embracing innovation - Ability to adapt priorities based on data insights - Bachelors/University degree, Masters degree preferred In summary, as an Emerging Corp Relationship Manager at Citi, you will play a vital role in deepening client relationships, providing innovative solutions, and ensuring compliance with regulatory requirements. Your expertise in banking and investment products, coupled with advanced credit skills, will contribute to the success of the business. Your ability to work in a team, under pressure, and embrace innovation will be key to delivering exceptional client experiences.,
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