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Company Description TRINITY FINVEST is a technology-enabled financial advisory firm conceptualized by seasoned bankers with over 25 years of industry experience. The firm combines deep banking expertise with modern digital tools to deliver tailored financial solutions to diverse clients. Its advisory approach focuses on data-driven insights, risk awareness, and long-term value creation. Team members benefit from working in an environment that values professional development, innovation, and client-centric service.
Role Description The Assistant Manager Team Leader role at TRINITY FINVEST is a full-time, on-site position based in Kochi. This role involves supervising a team of financial advisory professionals, overseeing daily operations, and ensuring adherence to service standards and regulatory guidelines. The Assistant Manager Team Leader will guide team members in achieving sales and advisory targets, review client portfolios, and support the design and implementation of advisory strategies. Responsibilities include monitoring performance metrics, conducting regular team meetings, coordinating with senior management, and contributing to process improvements. The role also requires maintaining strong client relationships, promptly addressing client queries, and supporting onboarding and training for new team members.
Qualifications
- Ability to lead, coach, and motivate teams, with strong people management and delegation skills.
- Experience in financial services, banking, or wealth management, with a solid understanding of investment and advisory products.
- Strong analytical, problem-solving, and decision-making abilities, with attention to accuracy and compliance.
- Excellent communication and interpersonal skills, including client-facing presentation and negotiation capabilities.
- Proficiency with technology-enabled tools, CRM systems, and standard office software (e.g., spreadsheets, presentations).
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (e.g., NISM, CFP, MBA) are an advantage.
- Proven track record in meeting performance targets and managing operational workflows in a fast-paced environment.
- High level of integrity, professionalism, and commitment to delivering client-centric financial advice.
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