3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

TresVista is a global enterprise providing a diverse range of services to optimize resources through an offshore capacity model. With over 1,800 employees in offices across North America, Europe, and Asia, TresVista offers services such as investment diligence, industry research, valuation, fund administration, accounting, and data analytics to a wide range of clients including asset managers, advisors, corporates, and entrepreneurs. As a Senior Sales Development Associate (SSDA) within the Client Acquisition Management (CAM) team at TresVista, you will be responsible for supporting Client Growth Teams (CGTs) and Sales teams by assisting in the preparation and delivery of Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaire (DDQ), as well as customized proposals and presentations. Your role will involve diagnosing client requirements, proposing suitable solutions, and contributing to the success of client engagement efforts. Reporting to the VP CAM team, you will play a crucial role in driving client and prospect engagement at TresVista. The SSDA position offers opportunities for career progression, including the potential to advance to the role of VP. You will also have the option to explore roles in Marketing, Business Development, or other client-facing teams within TresVista's commercial organization. These transitions will provide a broader perspective of the business, enhance your versatility, and pave the way for advancement into leadership positions within the organization. TresVista values internal growth and offers employees opportunities to develop their careers and assume leadership roles. Key Responsibilities: - Assist in preparing and delivering RFPs, RFIs, and DDQ requirements - Provide guidance, direction, and training to the SDAs in the CAM team - Support the development and management of proposals and presentation materials for client and prospect engagement - Collaborate with various departments to ensure timely and accurate delivery of marketing and support services - Understand TresVista's products and services to diagnose client requirements and propose suitable solutions - Provide sales support for ad-hoc requirements as requested by senior management - Contribute to the effectiveness of client engagement strategies and make recommendations for improvement Key Performance Indicators: - Quantity and quality of deliverables (RFPs, RFIs, DDQs, Proposals, Presentations) - Adherence to support SLAs for CGTs and Sales teams - Effectiveness in contributing to bid win rates - Internal client satisfaction (CGTs, Senior Leaders) - Innovation and process improvement - Effectiveness in handling ad hoc support requests Prerequisites: - Strong understanding of RFP, RFI, and DDQ processes - Excellent communication and interpersonal skills - Attention to detail, accuracy, and a client-focused mindset - Ability to multitask effectively in a fast-paced environment - Strong organizational, teamwork, and project management skills - Proficiency in Microsoft Office Suite and CRM software Experience: - 4+ years of experience (Bachelor's degree) or 3+ years of experience (Master's degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry Education: - Bachelor's degree in business, Marketing, or a related field - An MBA or equivalent is preferred Compensation: - The compensation structure will be as per industry standards Location: Pune, IND,

Posted 2 weeks ago

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