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Own the strategy and roadmap for Mastercard’s Test & Learn business experimentation product. Conduct user and market research, prioritize problems, define use cases, write requirements, support feature development and testing, and measure outcomes. Collaborate with engineering, UX, sales, marketing, and other product teams. Identify opportunities to enhance business measurement and optimization through AI, while mentoring teammates and making strategic product decisions.
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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.
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)
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