Associate

Tresvista Financial Services; Pune District; On-site; INR 520,000 - 780,000; Full time

Job summary

Tresvista Financial Services in Pune, India, is seeking an Associate in the Business Development Support team to assist senior members with service deliverables and internal projects.

The role focuses on data collection, CRM maintenance, client communication, and market research, with attention to detail and strong time management as core requirements. Candidates with an Undergraduate degree and MBA/PGDM in Finance are preferred.

Qualifications

• Attention to detail and strong time management are essential.
• Excellent communication and problem-solving abilities required.
• Undergraduate degree and MBA/PGDM (Finance) preferred.

Responsibilities

• Contributing to qualitative, quantitative, or mixed-methods data collection and research
• Verifying, validating, documenting, and organizing data
• Maintaining close communication with service delivery teams and clients
• Proactively intimating team leads in case of any deviation from set timelines
• Leveraging best practices to achieve operational efficiency
• Maximising quality for all project deliverables and maintaining an average project feedback score of 4+ (out of 5)
• Collating market information and client data using various databases and public web sources
• Sourcing prospects and building prospect lists
• Building and maintaining a repository of prospects in the CRM system
• Working on various industry and sector newsletters
• Gathering information and data transcription

Skills

Attention to detail

Time management

Multitasking

Communication skills

Problem-solving

Cross-cultural collaboration

MS Office

Pressure handling

Education

Undergraduate (Non-Technical)

MBA/PGDM (Finance)

Job description

Associate - Business Development Support

About the Role

The role of Associate in the Business Development Support department is to provide support to senior members for service deliverables and internal projects.

Key Role Deliverables

• Contributing to qualitative, quantitative, or mixed-methods data collection and research
• Verifying, validating, documenting, and organizing data
• Maintaining close communication with service delivery teams and clients
• Proactively intimating team leads in case of any deviation from set timelines
• Leveraging best practices to achieve operational efficiency
• Maximising quality for all project deliverables and maintaining an average project feedback score of 4+ (out of 5)

Operational Responsibilities

• Collating market information and client data using various databases and public web sources
• Sourcing prospects (financial institutions, non-financial institutions, companies, and contacts) and building prospect lists
• Building and maintaining a repository of prospects in the Customer Relationship Management (CRM) system
• Working on various industry and sector newsletters
• Gathering information and data transcription

Prerequisites

• Attention to detail
• Good time management and multitasking skills
• Good communication skills
• Problem-solving skills
• Ability to work collaboratively
• Basic knowledge of Microsoft Office applications (Word, Excel, and PowerPoint)
• Ability to manage cross-cultural boundaries
• Ability to handle pressure and meet challenging deadlines

Experience

• 3-5 years of experience

Education

• Undergraduate (Non-Technical) and/or MBA/PGDM (Finance)

Compensation

• The compensation structure will be as per industry standards.

Required Skills

• Attention to detail
• Good time management and multitasking skills
• Good communication skills
• Problem-solving skills
• Ability to work collaboratively
• Basic knowledge of Microsoft Office applications (Word, Excel, and PowerPoint)
• Ability to manage cross-cultural boundaries
• Ability to handle pressure and meet challenging deadlines