Senior Vice President - Client Growth Team (Relationship Manager)

About TresVista

TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model. TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North America, Europe and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.

Overview of the Role:

The Relationship Manager (RM) at TresVista is responsible for building and maintaining strong relationships with clients, ensuring their satisfaction, and identifying opportunities for business growth. This role involves strategic oversight, managing client interactions, and providing deeper domain expertise on deliverables. The RM reports directly to the Client Growth Team (CGT) Leader.

Location:

• Pune/Mumbai/Bengaluru/Gurugram IND

Key Role Deliverables:

• Client Relationship Management:

  Develop and maintain positive relationships with clients, understanding their needs, and ensuring their satisfaction

• Strategic Oversight:

  Provide strategic oversight on deliverables, ensuring high-quality execution and alignment with client expectations

• Business Growth:

  Identify opportunities for business growth and work closely with Sales and Marketing teams to boost profitability and customer satisfaction

• Problem Solving:

  Address and resolve client issues promptly and effectively, ensuring a high level of client satisfaction

• Feedback and Improvement:

  Solicit feedback from clients and incorporate it into client-specific training manuals and processes to continuously improve service quality

• Team Direction:

  Provide direction to the various TresVista delivery teams assigned to the client, ensuring alignment with client goals and objectives

• Strategic Contributions:

  Lead or join special commercial projects, provide training, and contribute insights to specific initiatives

• Guidance and Coaching:

  Provide guidance and coaching to other Junior RMs, Senior Sales Development Associates (SSDAs) and Sales Development Associates (SDAs) in the team

• Key Performance Indicators:

• Annual Contract Value Added (ACVA):

  The main KPI will be to increase the overall firm revenue from the clients, measured as ACVA

• Account Plans:

  Develop clear account plans with the ultimate objective of growing TresVista's commercial relationship with the client

• Client Engagement Expansions:

  Increase the number of client engagements

• Client Integration and Satisfaction:

  Ensure high integration and client satisfaction levels

• Client Engagement Attrition:

  Mitigate and minimize client engagements attrition

• Upsell and Cross-sell Opportunities:

  Identify new opportunities to upsell and cross-sell TresVista solutions and services

Prerequisites:

• Excellent communication, problem-solving, and interpersonal skills
• Ability to work collaboratively with cross-functional teams
• Strong organizational skills and attention to detail
• Ability to manage multiple client relationships simultaneously
• Good understanding of financial Markets like Private Equity, Secondaries, LP, GP, Public/Private Credit will be preferred
• Skill in analyzing client portfolios and identifying gaps or opportunities
• Strategic planning to align client goals with financial products and services
• Understands what AI is (e.g., machine learning, natural language processing) and how it differs from traditional automation
• Understands how AI helps tailor product offerings and communication based on client behavior and preferences.

Experience:

• 10-15 years of experience in managing global accounts, preferably in the Financial Services or Consulting industry

Education:

• Bachelor's degree in Business Administration, Finance, or a related field
• An MBA or equivalent is preferred

Compensation:

• The compensation structure will be as per industry standards