
Team Leader
- Gurgaon, Haryana
- Permanent
- Full-time
- Understanding requirements of RFPs and DDQs from Large Corporate, Financial Institutions, and Middle Market segments
- Prepare first drafts proposals and e2e Due Diligence Questionnaires for Sales team and Bid Managers
- Contribute towards addition or curating content used in RFPs and DDQs
- Work across the regions to drive coordination related to global initiatives
- Create culture of constant process improvement, best practice sharing, and professional growth
- Ensure compliance with all RFP requirements and bank policies
- Complete deal and month-end routines (properly transitioning deals, win/loss tracking, survey follow-up)
- Education*
- Masters in Management, Accounting, Finance or Economics
- Certifications If Any
- APMP Certification (good to have)
- Experience Range*
- 5-7 years’ experience in financial services industry, preferably in Commercial or Corporate Banking
- 3-5 year experience driving global and regional deals independently
- Foundational skills*
- Expert knowledge of Treasury Management products across receivables, payables, liquidity solutions, cash management and FX for Large Corporate, Financial Institutions, and / or Middle Market client segments
- Strong project management skills with the ability to handle multiple competing priorities
- Strong written communication skills with ability to produce targeted pitches; thorough command over grammar and writing techniques
- Ability to build strong partnerships, relationship management and influencing skills across all levels of the organization
- Expert knowledge of Microsoft 360, specially, Word, Excel and PowerPoint with ability to incorporate effective graphics and visual elements
- Desired skills*
- Superior critical thinking skills and self starter
- Meticulous, team player and able to perform under pressure
- Ability to prioritize work and meet deadlines and work in a highly project based environment
- Self-Motivated, proactive in nature, assertive, and has excellent attention to details.
- Initiative and client-focus (will understand and
- promote focus on client-service and will be proactive in managing client/LOB relationships
- Ability to interpret reports and make recommendations