The Role
Conduct firm mapping, market research, prospect building, lead generation, and client movement analysis. Prepare reports, educational decks, proposals, RFP/RFQ responses, and customized tracking tools. Support client relationship management, marketing strategy, outreach optimization, cross-selling initiatives, and business expansion while maintaining information security and complying with IT policies.
Summary Generated by Built In
About Tristone Strategic Partners LLP- Tristone Strategic Partners is a financial services firm based in
Mumbai that provides investments and accounting-related support services and advisory services to
international clients such as various investment funds, hedge funds, wealth management firms,
start-ups & corporates located across different geographies. (More details @ www.tristone partners.com)
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 analyze 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/master’s degree in marketing or finance
Experience-
• 0-1 years of experience (preferred in financial services firm is mandatory)
Skills Required
- Bachelor’s or master’s degree in marketing or finance
- 0–1 years of experience, preferably with mandatory financial services firm experience
- Excellent written and verbal communication skills
- Comprehensive understanding of business development and marketing processes in the financial services industry
- Foundational experience in email marketing and market research
- Experience with financial and CRM research databases such as PitchBook, Preqin, or Apollo
- HubSpot experience
- Ability to use Excel functions including VLOOKUP, COUNTIF, conditional formatting, sorting, filtering, and data analysis
- Ability to use PowerPoint to develop and refine client-ready or internal presentations
- Detail-oriented with the ability to multitask and prioritize effectively
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The Company
What We Do
Tristone Strategic Partners LLP is a Mumbai-based financial advisory and business support firm serving financial institutions, investment funds, corporates, and other finance professionals. It provides research and analytics teams for investment, M&A, fundraising, portfolio management, corporate development, FP&A, and accounting workflows, alongside financial modeling, due diligence, and investment research. Its mission is to deliver trusted, unbiased insights to the investment community worldwide.
