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    Job · 22246165

    Tresvista Financial Services logo

    Associate - MCC- Lead Generation

    Tresvista Financial Services · Pune · onsite · Posted 1d ago

    Not disclosed4–6 yrsfulltimeSourced fromFoundit

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

    About this role


    Role description

    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.

    Sourced from foundit

    Skills

    Smartlead.aiMeet AlfredAccount based marketingSales NavigatorApolloLemlistcrm managementCopy WritingLinkedIn outreachPipedriveHeyReachEmail Automationsalesforcehubspot

    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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