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    Job · 19416351

    Tresvista Financial Services logo

    Associate - MCC- Lead Generation

    Tresvista Financial Services · Pune · onsite · Posted 23d ago

    Undisclosed3–5 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    About the Role
    The B2B Lead Generation Specialist within the Marketing and Corporate Communication (MCC) team plays a pivotal role in driving qualified pipeline growth through targeted outreach to Private Equity (PE) firms,
    Venture Capital (VC) firms, PE-backed companies, and investment professionals. This role designs and
    executes compliant, technically accurate campaigns that resonate with decision-makers, leveraging
    LinkedIn outreach, email automation, and CRM management. It requires a strong understanding of financial services and investment ecosystems, combined with data-driven insights and creative problem-solving to
    craft personalized engagement strategies that convert high-value prospects. The position collaborates
    closely with marketing leadership and cross-functional teams to align lead generation efforts with business
    objectives, support revenue goals, and integrate emerging technologies for measurable impact. This role
    has a strong focus on the US and UK markets and requires the ability to run tailored, region-appropriate
    campaigns for prospects in these geographies.


    Key Role Deliverables
    Build and maintain verified prospect lists; ensure CRM accuracy and data hygiene
    Drive LinkedIn and email outreach to VC, PE, and investment professionals
    Qualify leads and hand over high-intent prospects with complete context to Sales
    Schedule meetings and nurture conversations to drive conversions
    Optimize outreach strategies using analytics and performance insights
    Track and report campaign performance metrics, recommending improvements for future outreach
    strategies


    Operational Responsibilities
    Develop and manage multi-step outreach campaigns using advanced automation tools (e.g., Sales
    Navigator, Apollo), ensuring personalized engagement with the Management, and other key stakeholders
    in VC, PE, and investment firms
    Drive engagement and optimize conversions by monitoring campaign performance, managing follow-ups,
    nurturing conversations, and scheduling meetings for sales teams
    Plan and execute cold email campaigns tailored to financial decision-makers, including list segmentation,
    A/B testing, deliverability optimization, and drip sequences with value-driven content (case studies,
    insights, research assets), while ensuring compliance with CAN-SPAM, GDPR, and global outreach
    regulations
    Source and build high-quality prospect lists from verified platforms such as Crunchbase, Pitchbook, Apollo, LinkedIn, and Dealroom, ensuring accurate segmentation and data integrity
    Maintain CRM hygiene and enrich prospect data through tagging, scoring, and updates (Salesforce and
    HubSpot) supported by in-depth research on industries, deal activities, and investment theses to target the
    right opportunities
    Prepare and present regular performance reports on campaign effectiveness and lead quality, tracking key metrics such as reply rates, meetings booked, SQL conversion rates, and overall pipeline contribution
    Leverage analytics to optimize outreach strategies, improving targeting, content relevance, and channel
    performance for higher engagement and conversions
    Collaborate with content specialist in the marketing team to develop impactful outreach assets such as
    whitepapers, one-pagers, VC-focused messaging, and case studies that strengthen engagement with target audiences
    Drive innovation in outbound strategies by identifying new channels, tools, and techniques, while staying
    informed on market trends in VC/PE and financial services to ensure relevance and effectiveness
    Qualify leads based on ICP and lead scoring, and collaborate with Sales teams to hand over high-intent
    leads with complete context for conversion


    Prerequisites
    Experience B2B outbound lead generation with a proven track record in financial services, targeting VC, PE, fintech, or investment banking
    Proven experience targeting the US and UK markets, with the ability to tailor outreach cadence, tone, and
    timing to regional buyer behavior; comfortable working across US/UK time zones and adapting campaigns
    to region-specific compliance requirements (e.g., CAN-SPAM in the US, PECR/UK GDPR in the UK)
    Proficiency in LinkedIn outreach tools (e.g., Sales Navigator, Apollo) with hands-on experience in cold email automation, multi-step drip campaigns, and CRM platforms (HubSpot, Salesforce, Pipedrive)
    Familiarity with marketing automation platforms such as HubSpot, Smartlead.ai, MeetAlfred, HeyReach,
    Apollo, and Lemlist for campaign execution and optimization
    Familiarity with VC/PE terminology, deal cycles, capital markets, and fundraising processes
    Ability to analyze investment theses, deal activity, and industry trends, with knowledge of CAN-SPAM,
    GDPR, and global outreach regulations
    Demonstrated specialization in Account-Based Marketing (ABM), including building target account lists,
    running coordinated multi-channel ABM campaigns across email and LinkedIn, and personalizing outreach
    based on account-level intent and firmographic data
    Strong copywriting skills specifically for outreach campaign content - able to independently write and refine high-converting cold email sequences and LinkedIn outreach messaging (connection requests, InMails, follow-ups) tailored to financial decision-makers; excellent research, analytical, and communication skills; ability to manage multiple campaigns independently
    Working knowledge of AI tools (e.g., Claude, ChatGPT, or similar) to accelerate prospect research,
    personalize outreach content at scale, draft and A/B test email/LinkedIn content, and summarize account
    or deal intelligence
    Working knowledge of intent-based and account intelligence platforms (e.g., Common Room, 6sense,
    Demandbase) to identify in-market accounts, surface buying signals, and prioritize outreach toward high
    intent VC/PE prospects and decision-makers


    Experience
    4-6 years of experience in B2B outbound lead generation within financial services


    Education
    Bachelor's degree in marketing, Business, Finance, or related field; MBA or certifications in Digital
    Marketing, CRM, or Lead Generation tools preferred


    Compensation
    The compensation structure will be as per industry standards.


    Required Skills

    Sourced from naukri

    Skills

    campaignsAutomationcrmLinkedinEmail CampaignOutboundB2Bcan bustoolsleadershipgenerationMarketing AutomationemailCopy WritingResearchCommunication SkillsSalesLead GenerationsalesforcehubspotFinancial ServicesanalyticalLead QualificationColdmarketing

    About TresVista

    Tresvista Financial Services logo

    Tresvista Financial Services

    Analytics & KPO

    1.1k+

    employees

    2006

    20 years old

    Mumbai, Maharashtra

    India

    About

    TresVista provides a comprehensive range of financial services, focusing on resource optimization for clients worldwide through an offshore capacity model.

    Industries

    Analytics & KPO

    Employee ratings

    464 reviews

    2.3/ 5

    Culture

    2.2

    Career growth

    2.4

    Work-life

    1.9

    Employees rate it well for

    Work Life Balance101Salary59Learning59Work Culture50Senior Management48

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