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Tier-1 brand, Mumbai metro location and hybrid visibility increase applicant competition.
Requires asset-management product and RFP knowledge, limiting transferability across industries.
Requires postgraduate MBA and 1-2 years in investment management, creating strict filtering criteria.
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Coordinate and manage the completion of new business RFPs and client due diligence questionnaires (DDQs) for US Wealth Advisory products.
Ensure timely, accurate delivery and quality oversight of RFP/DDQ responses, proactively communicating potential issues.
Support efficiency initiatives including automation, and collaborate with multiple internal departments across the firm.
Post Graduate - MBA (Finance) from a reputable institute.
1 to 2 years of relevant experience in investment management, asset management, or financial industry.
Proficiency with MS Office (Word, Excel, PowerPoint); familiarity with RFP content management systems or Diligence Vault is a plus.
Work Location: Mumbai, Maharashtra; Hybrid work model requiring ~4 days in office per week.
Experience supporting sales enablement or product teams in delivering RFP/DDQ responses within asset management or investment management firms.
Strong project management and communication skills to handle multiple tasks under tight deadlines with cross-functional collaboration.
Detail-oriented with analytical and problem-solving abilities focused on content accuracy, quality, and process efficiency improvements.