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06/01 HR
HR at Leading Financial Services Provider

Views:103 Applications:19 Rec. Actions:Recruiter Actions:0

TresVista - Vice President - BDS - Finance/Investment Domain (7-11 yrs)

Pune Job Code: 1202876

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


- 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)


- 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

Note : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well

Women-friendly workplace:

Maternity and Paternity Benefits

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