Financial Advisor Investment Coordinator

2 months ago


Trichur, India Young Indian Scientist Pvt Ltd Full time

**Responsibilities**:

- Develop and execute comprehensive fundraising strategies to secure funds for the upcoming project.
- Identify potential investors, build relationships, and present investment opportunities to high-net-worth individuals, institutional investors, and other stakeholders.
- Conduct thorough market research and analysis to identify investment trends, risks, and opportunities.
- Develop investment proposals and presentations, outlining investment strategies, risk assessments, and potential returns.
- Provide regular reports and updates on investment performance, market trends, and fund activities to senior management and stakeholders.
- Foster strong relationships with existing investors to promote repeat investments and referrals.

**Requirements**:

- Bachelor's degree in Finance + A master's degree or professional certification (Inter-CA, or equivalent) is preferred.
- Proven experience as a Fund Manager, Investment Manager, or a similar role, with a successful track record of raising funds and managing investment portfolios.
- In-depth knowledge of financial markets, investment strategies, and regulatory frameworks.
- Strong analytical skills with the ability to evaluate complex financial data and make sound investment decisions.
- Excellent communication and presentation skills, with the ability to articulate investment opportunities and strategies to a diverse range of stakeholders.
- Demonstrated ability to build and maintain strong relationships with investors and other key stakeholders.
- Proficiency in using financial software and tools for portfolio management and analysis.
- A self-motivated and result-oriented mindset, with the ability to work independently and meet deadlines.
- High ethical standards and a commitment to maintaining confidentiality and data privacy.
- **Retired banking professionals** with experience in NBFC or Private Bank minimum as Branch Manager is encouraged to apply.
- Domicile of Thrissur or nearby places preferred.

If you meet the above requirements and are ready to take on the challenge of raising funds for our upcoming project, we would love to hear from you. Please submit your resume, along with a cover letter highlighting your relevant experience and achievements.

**Job Type**: Permanent

**Salary**: ₹35,000.00 - ₹45,000.00 per month

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Ability to commute/relocate:

- Kochi, Kerala: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 10 years (preferred)

Work Location: In person

**Speak with the employer**
+91 7025477527
Application Deadline: 25/09/2023
Expected Start Date: 01/09/2023


  • Financial Advisor

    6 days ago


    Trichur, India Inter Search Recruitment Services Full time

    Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client base and build win-win...


  • Trichur, India ASHOKA INN Full time

    Manage the company’s financial planning - Plan and perform risk management duties - Analyze and manage the organization’s liabilities and investments - Plan, implement and manage investment strategies - Manage fundraising plans and capital structure - Determine finance KPIs - Track and ensure cash flow is appropriate and sustainable - Supervise finance...

  • Financial Advisor

    2 months ago


    Trichur, India AGEAS FEDERAL LIFE INSURANCE CO. LTD Full time

    Work PART TIME /FULL TIME / WORK FROM HOME. - We are Hiring Assurance Advisor in Ageas Federal Life Insurance branch office at Thrissur. Who can join: - Working Professionals/Tax consultant /Retired people *Sales /Marketing employees *House wives *Brokers/Real estate Agents/CA **BASIC QUALIFICATION** *Age 22 years & above *Foreign Trips *There is No...

  • Service Advisor

    2 weeks ago


    Trichur, India Eram Motors Pvt Ltd- Mahindra Dealers Full time

    SERVICE ADVISOR JOB DESCRIPTION : SERVICE ADVISOR Service Advisor is the most important interface at workshop between customer and dealership. In his role he has to understand customer’s need for vehicle attention as per his verbatim and translate that into a note on the repair order in a manner which communicates the right customer feedback to the shop...

  • Student Advisor

    1 week ago


    Trichur, India Sonz and Marz Full time

    We are looking for an enthusiastic Student Advisor: - **Qualification: -** - Bachelor Degree - Experience - 1- 2 years **Responsibilities: - ** - Identify skills, interests and career goals of the prospective students - Contact potential or existing students to inform them about a product or service using scripts - Keep records of calls and sales and note...


  • Trichur, India CADCENTER, INDIAN EDUCATIONAL ENTERPRISES P LTD Full time

    An academic advisor **works with students in secondary and post-secondary education settings**. The role requires the advisor to keep a precise record of a students' academic progress and meet with students periodically to provide feedback and guidance toward successful completion of the program. **The most cited job skills preferred or required in academic...

  • India Client Advisor

    2 months ago


    Trichur, India Amplifon Group Full time

    **Job Purpose**:Client Advisor / Customer Service Officer(CSO) is an individual contributor who plays a very critical and important role into Business. All the necessary training and support will be provided to adhere above mentioned roles and responsibilities. **Job Specification**: **Front Desk Maintenance**: - Handle customers at the front desk. If...

  • Admission Advisor

    2 weeks ago


    Trichur, India Ibis academy (www.ibisacademy.in) Full time

    Designation : Admission Advisors (Male) Working Hours : 1:30 PM to 10 PM Key Responsibilities: **Student Counseling and Support** - Offer guidance and assistance to students in selecting appropriate programs based on their educational goals, interests, and qualifications. - Conduct individual advising sessions to address student inquiries, concerns, and...

  • Financial Advisor

    2 weeks ago


    Trichur, India AGEAS FEDERAL LIFE INSURANCE CO LTD Full time

    **Job Types**: Full-time, Part-time Part-time hours: 25 per week **Salary**: From ₹18,000.00 per month **Benefits**: - Commuter assistance - Flexible schedule - Health insurance - Internet reimbursement - Life insurance Schedule: - Morning shift Supplemental pay types: - Commission pay - Performance bonus - Yearly bonus Ability to...

  • Financial Advisor

    2 weeks ago


    Trichur, India AGEAS FEDERAL LIFE INSURANCE CO LTD Full time

    Who can join: - Working professional/ Tax consultant/ retired persons - House wives - Sales/marketing employees Needed Qualification: - Age 22 Above. - There is no registration charges. For any queries call me. Meharuban NK: 9061696709. A walking interview Is going on Thrissur branch **Job Types**: Full-time, Part-time, Fresher Part-time hours: 6 per...

  • Financial Executive

    2 weeks ago


    Trichur, India IRISH EXPERT LLP Full time

    Job responsibilities - Internal Controller - Managing the overall financial activities of the organization, including accounting, financial reporting, budgeting, and forecasting. - Overseeing the preparation of financial statements, including balance sheets, income statements, and cash flow statements. - Developing and implementing financial policies,...

  • Sales Coordinator

    2 months ago


    Trichur, India IRISH EXPERT LLP Full time

    **Position: - Sales coordinator** **Location: - Thrissur** **Experience: - **1yrs to 3yrs **Age: - **25 yrs to 30 yrs only **Qualification: - ** Any Graduate **Job Description: - ** - Coordinate B2B sales team and agents by managing schedules, filing important documents and communicating relevant information - Arrange face to face and Google meet...

  • Sales Coordinator

    3 weeks ago


    Trichur, India IRISH EXPERT LLP Full time

    **Responsibilities** - Coordinate sales team by managing schedules, filing important documents and communicating relevant information - Ensure the adequacy of sales-related equipment or material - Respond to complaints from customers and give after-sales support when requested - Store and sort financial and non-financial data in electronic form and present...

  • Project Coordinator

    3 days ago


    Trichur, India Caletal Realty Pvt Ltd Full time

    We are looking for a responsible Project Coordinator to administer and organize all types of projects, from simple activities to more complex plans. Project Coordinator responsibilities include working closely with our Project Manager to prepare comprehensive action plans, including resources, timeframes and budgets for projects. You will perform various...

  • Investment Banker

    5 days ago


    Trichur, India GEOBLUE WATER SOLUTIONS Full time

    Individuals with prior experience in Non-Banking Financial Companies (NBFCs) are encouraged to apply. **Salary**: ₹20,000.00 - ₹25,000.00 per month Schedule: - Day shift Supplemental pay types: - Commission pay **Experience**: - total work: 1 year (preferred) Ability to Commute: - Thrissur, Kerala (required) Ability to Relocate: - Thrissur,...


  • Trichur, India Alligoric Management Solutions Full time

    Achieving unit business goals through quality recruitment and training of Insurance Advisors (IA) - Develop business segments as per company strategy with compliance - Business should be of very good quality and should not be detrimental to the interests of the Company. - To recruit team of Insurance Advisors of very high quality and standards as per the...


  • Trichur, India Alligoric Management Solutions Full time

    Achieving unit business goals through quality recruitment and training of Insurance Advisors (IA) - Develop business segments as per company strategy with compliance - Business should be of very good quality and should not be detrimental to the interests of the Company. - To recruit team of Insurance Advisors of very high quality and standards as per the...

  • Operation Coordinator

    2 weeks ago


    Trichur, India POWER GREEN Full time

    Assisting with the management of daily operational activities. - Performing administrative tasks, such as making travel arrangements, answering phones, scheduling meetings, etc. - Managing office supplies and the maintenance of office equipment. - Coordinating the proper allocation of human resources. - Arranging and assisting with the onboarding of new...


  • Trichur, India HRQUADRANT Full time

    **Recruitment Supervisors** **Location : Thiruvalla** **Experience : 1 minimum year any sales experience** **Responsibilities**: - Identify & recruit right quality advisors to build a strong advisor base - Provide training on products, business processes and selling techniques continuously - Provide assistance to advisors in lead generation, prospecting...


  • Trichur, India Caletal Full time

    Main responsibilities fall into 3 main categories: Preconstruction: Design, review and coordination. - Prepares, completes or reviews all project documentation to ensure accuracy. - Provides project status report, financial reports and project schedules in accordance with guidelines on timeliness and completeness of information. - Monitoring of construction...