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HR at Leading Financial Services Provider
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TresVista - Vice President - BDS - Finance/Investment Domain (7-11 yrs)
Vice President - BDS - MAR - 2023
Roles and Responsibilities :
Technical Understanding:
- Strong knowledge of private equity and investment banking deal flow process
- Knowledge of pre- and post- sales functions including prospecting, lead generation, sales outreach, sales analytics, and investor relations
- Ability to consult on CRM implementations, data management, enrichment, and maintenance
- Perform detailed Quality Checks to ensure 100% quality and compliance with guidelines and operating policies
Project Management:
- Defining the scope of engagements, manage timelines, and ensure timely delivery
- Ensuring efficient and effective execution of all key aspects of client deliverables
Managing Client Relationships:
- Retaining and expanding existing client relationships by increasing integration
Team Management and Leadership:
- Working closely with new Associates and guide them on day-to-day project management and delivery
- Mentoring, training and developing the Associates and Analysts
- Managing team issues effectively
- Contributing to the overall operational strategy for Data Quality function and responsible for the bimplementation of the strategy within the team
- Providing timely and continuous feedback for performance improvement
Prerequisites:
- Preferred experience on various CRM platforms such as DealCloud, Salesforce, MS Dynamics, Insightly, Pipedrive, Zoho, Dynamo, Hubspot etc
- Prior experience in the market research preferably in finance/investment domain
- Strong grasp of various aspects of pre-sales and business development processes and an analytical ability
- Commitment and ownership
- Strong eye for detail and ability to multi-task
- Ability to meet client-driven deadlines (demanding hours requiring time management skills)
- Excellent interpersonal skills and communication skills (written and oral)
Experience:
- An MBA in Finance with a minimum of 7-10 years of work experience, or 10+years of relevant work experience with a bachelor's degree in any field
Education: Any Graduate. MBA in Finance/Marketing/Strategy Preferred
Compensation: The compensation structure will be as per industry standards
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