Roles and responsibilities-

- Covering insights of large firm mapping, prospect building and lead generation
- Collating market information data of clients using various databases and other public web information
- Preparing weekly reports to analyse 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 skills




- Comprehensive understanding of business development and marketing processes in the financial services industry
- Foundational experience in E-mail marketing and conducting market research, with hands-on experience in tools such as HubSpot being highly preferred
- Experience utilizing financial and CRM research databases such as Pitchbook, Preqin, Apollo, etc
- Demonstrated ability to use Excel (e.g. VLOOKUP, COUNTIF, Conditional Formatting, Sort & Filter) for data analysis and PowerPoint for developing and refining client-ready or internal presentations
- Detail-oriented with the ability to multitask and prioritize effectively

Qualifications-

- Bachelors/masters degree in marketing or finance

Experience-

- Minimum 1 year of working experience (preferred in financial services firm)

📌 Business Development Analyst (Mumbai)
🏢 Tristone Strategic Partners
📍 Mumbai