Associate - Business Development Services
- TresVista Financial
- 3 - 5 years
- Mumbai
- 4 years ago
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Job Description
TresVista is looking to hire an Associate, Business Development Services, who will be a part of the team that works closely with TresVista s financial clients and senior professionals across the client relationship management value-chainP rivate Equity firms and other organisations are looking for our assistance in managing their Business Development activities which includes preparing pre marketing presentations, updating contact lists in CRM databases, LP profiles and meeting notes. Responsibilities Assumed
- Working directly with clients and senior professionals across business development services value-chain specific to the financial services industry
- Managing client deliverables efficiently and ensuring workflow coordination across teams
- Managing and resolving all incoming queries from clients within the agreed SLA
- Managing a team of Analysts, Team Leads, and Research Assistants
- Responsible for overseeing work done by Analysts and ensuring that it is client-ready while serving as the primary point of contact forclients
- Managing business processes and collaborating with different internal delivery teams
- Contributing to the overall operational strategy for client relationship management
- Providing timely and continuous feedback for performance and process improvement
- Strong grasp of various aspects of business development processes along with financial industry knowledge
- Excellent stakeholder and project management skills
- Ability to meet client-driven deadlines (demanding hours requiring time management skills)
- Prior experience on the buy side PE industry or IB prefered
- Hands on experience of working on large datasets
- Expertise in MS Excel and Powerpoint
- Excellent communication skills (verbal and written)
- Experience in using various financial or CRM research databases like Bloomberg, Pitchbook, Deal Cloud etc.
- Team-orientation with an ability to work on multiple projects Nsimultaneously
- Eye for detail
Education
- MBA in Finance/Marketing preferred
Job Classification
Industry: BankingFunctional Area: Customer Success, Service & Operations,
Role Category: Operations
Role: Operations
Employement Type: Full time
Education
Under Graduation: Any GraduatePost Graduation: MBA/PGDM in Marketing
Doctorate: Any Doctorate
Contact Details:
Company: TresVista FinancialLocation(s): Mumbai
Keyskills: Bloomberg Client relationship management Process improvement Workflow Fund administration Portfolio management Operations Financial services Private equity CRM
TresVista Financial
TresVista Financial Services Pvt Ltd TresVista is a leading provider of high-end research, analytics and other customized financial services including valuation, financial modeling, research, portfolio management etc. Founded in late 2006 by 2 ex-Merrill lynch bankers Strength is 350 people and...
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