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Join position of CB-RFP/Proposal Writer - Transaction Supervisor - Team Leader

3.00 to 5.00 Years   Bangalore   26 Jul, 2022
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    The Commercial Banking Proposal Team (CB Proposals) is part of the Commercial Banking Treasury Services (TS) Product Solutions organization. The team supports treasury services and commercial card requests for proposals (RFPs) from Commercial Banking, Business Banking and Corporate & Investment Banking sales organizations. CB Proposals works with bankers, treasury management officers and product sales specialists to create client-focused, concise, compelling and compliant proposals in response to RFPs.RoleThe Proposal Writer works with banks proposal team members and other subject matter experts to write proposals in response to client/prospect RFPs. The Proposal Writer will work in a team environment, writing, editing, and proofreading responses to multi-product RFPs. This role works within established and inflexible time frames to meet proposal deadlines. The Proposal Writer must independently manage projects from start to finish, ensuring that responses are complete, compliant and well positioned. Proposal Writers:
    • Incorporate and revise pre-approved written responses as well as newly crafted responses into proposals
    • Write custom, client-specific sections of the proposals
    • Incorporate winning themes and features/benefits into the solution
    • Ensure proper and consistent messaging by proofing, editing, and rewriting all sections of the document as required
    • Identify any additional narrative needs and consult with subject matter experts to clarify details and develop custom responses
    • Incorporate graphical elements materials and help identify any additional graphic needs and work with graphic artists to develop and finalize
    • Translate and map technical information into language understood by all levels of clients
    • Understand the client s RFP request and provide consultative advice to deal team
    • Research topics, gather and analyze information and background materials
    • Submit newly crafted sections to content management team to create new, re-usable proposal content
    Qualifications
    • 3-5 years of proposal writing experience preferably in Banking/Treasury Services products or Financial Services.
    • Excellent business writing and grammar skills are essential
    • Intermediate to advanced Microsoft Word proficiency required
    • Proven ability as a self-starter, detail oriented, well organized and able to multi-task effectively
    • High level of independence, energy and integrity; demonstrates respect for a diversity of opinions and styles, and accepts accountability and responsibility
    • Exceptional communication and interpersonal skills
    • Ability to work effectively and efficiently as a team member on multiple projects with tight deadlines
    • Schedule flexibility to meet deadlines with the ability to work flexible hours as required during critical phases of the project
    • Ability to develop and maintain a broad knowledge of TS and Commercial Card products as well as the technology, equipment, operations processes and systems commonly used
    • Working knowledge of Proposal Management tools such as Ovidian Proposal Automation (QPA), PMAPS, LOOPIO, RFPIO etc. will be a plus.
    • College degree (BA, B. Com or B.S) required, Post-graduation/M.B.A. will be a plus
    ,

Keyskills :
proposal writingrfprfirfqeditingsubject matter expertsbanking salesproduct salesmicrosoft wordcommercial cardbusiness bankingbusiness writing

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