Posted:1 day ago|
Platform:
Work from Office
Full Time
- Covering insights of large firm mapping, prospect building and lead generation - Working closely with the AVP\u2019s and Managing Partner on various clients and helping them maintain the relationship by making utilization presentations, SOPs and consulting them with different approach on various projects. - Collating market information data of clients using various databases and other public web information. - Preparing weekly reports to analyze client movements, prospects, and conversion - Generating lead and sourcing prospects for various sector niches and geographies - Preparing business expansion and client educational decks - Assisting Manager in client relationship management, marketing, and strategizing prospect outreach methods to improve response rate - Performing research for client acquisition and building customized trackers to monitor progress - Identifying cross selling opportunities and preparing draft proposals and RFP/RFQ replies - Complying with IT policies and procedures - Maintaining security of information at all times. Requirements - Excellent written and verbal communication skill - Comprehensive understanding of business development and marketing processes in the financial services industry - Proven expertise in E-mail marketing and conducting market research. - Experience utilizing financial and CRM research databases such as Bloomberg, Pitchbook, Preqin etc. - Detail-oriented with the ability to multitask and prioritize effectively. Qualifications- - Bachelors/master\u2019s degree in marketing or finance. Experience- - 0-1 years of experience (preferred in financial services firm is mandatory).
Tristone Strategic Partners
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