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RFP Writer (7-11 Yrs) Bangalore (Pre-Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
The role holder will be responsible for supporting the Client Business Centre of Excellence Office in Asset Management- The role holder will play a key role in supporting Sales & Service team to source and pre-populate response to client s Due Diligence questionnaires (DDQs) and Request for Information (RFIs).- The role holder will be responsible for supporting activities like completing DDQs, risk assessment templates, holding information and product characteristics as part of Due Diligence of funds.- The role holder will provide support to global markets and their respective Sales/Client service team on all pre-sales activities (RFPs and RFIs) and due diligence for existing clients.- The role holder will be responsible for maintaining product and client content for global client support.- Incumbent will be required to ensure timely information is produced on a routine and streamlined basis.- Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones.- This role requires the incumbent to execute selected business critical processes with consistent coordination with onshore counterpart and with customer management teams across multiple countries.- Interaction with other asset class team members in Bangalore to understand activities being performed currently and suggesting and implementing enhancements that will help save time and/or add value to the process.What you ll do:- Analytical Skills - proven interpretation and utilization of management information- Attention to detail and ability to ensure that information is captured in a timely manner- Ability to be persuasive, pragmatic in approach- Ability to distil complex and varied data into information; good process analysis and problem solving skills- Excellent written, verbal & presentation communication skills- Stakeholder management is a critical attribute, the ability to work as a team player is must.- Proactive, positive attitude and ability to multi-task and work under pressure to meet time-sensitive deadlines.- Flexible and ability to prioritize workload for self and team- Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationshipsQualificationsWhat you will need to succeed in the role:- Overall, 2-5 years of experience preferably in the Asset Management and Capital Markets industry- Knowledge of financial products & their role in the Asset and wealth management business- Knowledge of financial markets, macro-economic environment, theory, tools and strategies- Experience in handling Pre-sales activities- Proven experience in handling end-to-end completion of RFI, RFPs and Due Diligence activities- Advanced level of MS Office, VBA Macro development- Experience or ability to adopt remote working modelProven ability to prioritize workload effectively in line with business priorities- Willingness to own work and problems and see through to completion and use own initiative to resolve issues- Evidence of delivery in a similar role within a global organization would be an added advantage- Experience in using technology to improve business outcomesWhat additional skills will be good to have?Qualification - CFA / MBA / Post Graduation degree and/or qualification from a reputed instituteCapital Markets Industry certifications preferred (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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