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Assistant Vice President - Investment/Credit/Risk/Private Equity - Financial Services

7.00 to 10.00 Years   Pune   06 Jun, 2023
Leading Financial Services Provider
Job LocationPune
EducationNot Mentioned
SalaryNot Disclosed
IndustryEngineering / Construction
Functional AreaFinance / Accounts / TaxSBU Head / CEO / Director
EmploymentTypeFull-time

Job Description

    Assistant Vice President (Investment/Credit/Risk/Private Equity/Financial Services) About TresVista:Founded in 2006, TresVista has been the leading provider of high-end outsourced support for asset managers, entrepreneurs & corporates for over a decade. TresVistas support functions include business plan development, all aspects of fund administration, portfolio management, valuation & research, and deal sourcing & execution. With offices in Mumbai, Pune, Bengaluru, New York & Singapore, managing over $10 trillion in AUM, across geographies & asset classes and over 1,000 clients, TresVista delivers cost & operational efficiencies with dedicated teams across functions. The Roles & Responsibilities: Technical Understanding: - Working directly with clients and senior professionals across business development value chain including, but not limited to, Prospecting, Lead Generation, CRM Implementation, Sales Outreach and Pipeline Management, Deal Flow Management - Working with senior management of the company to undertake key projects to enhance the companys business development efforts o Scouting, identifying, evaluating, analyzing, and implementing business development opportunities that fit into the companys growth plans and long-term strategy Project Management: - Defining the scope of engagements, manage timelines, and ensure timely delivery o 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 o Managing team issues effectively - Contributing to the overall operational strategy for Data Quality function and responsible for the implementation 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 - Strong grasp of various aspects of pre-sales and business development processes and an analytical ability - Prior experience in the financial services industry - Strong orientation towards business development - 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 bachelors degree in any field Education: Any Graduate. MBA in Finance/Marketing/Strategy Preferred Compensation: The compensation structure will be as per industry standards.,

Keyskills :
financeriskreportingbankingcompliancebusiness plan developmentdeal flowdata qualitydeal sourcinglead generationteam managementtime managementsenior management

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