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Senior Manager

3 months ago

Mumbai, India Marsh McLennan Full time

Mercer is seeking candidates for the following position based in the Mumbai office:


Senior Manager - Proposal Specialist


What can you expect?

The Sales Enablement function supports Mercer’s UK Wealth and Delegated Solutions Europe businesses. The Sales Enablement team is responsible for end-to-end management of bids within the business. The team comprises of bid managers, sales reporting & analytics specialists and graphic designers who work together towards winning more business for Mercer.

The purpose of this role is to provide bid support and independently manage production of high quality RFP responses and Pitch presentations for Mercer’s UK Wealth business.


What is in it for you?

Discover what's great about working at Marsh McLennan Companies – from the opportunities that our size brings, to our commitment to our communities and understanding the benefits you’ll receive. We are four businesses with one PURPOSE: helping companies meet the challenges of our time.

As a global leader in insurance broking and risk management, we are devoted to finding diverse individuals who are committed to the success of our clients and our organization. Joining us will provide a solid foundation for you to accelerate your career in the risk and insurance industry. You will join a team of talented professionals from across the globe which is dedicated to helping clients manage some of the world's most challenging and complex risks. We can promise you extraordinary challenges, extraordinary colleagues, and the opportunity to make a difference.

As a Marsh McLennan Company colleague, you will also receive additional benefits such as:

  • Employee friendly policies
  • Health care and insurance
  • Healthy Work life balance
  • A great working environment
  • Future career opportunities across a global organization


We will count on you to:

Deliver bids end-to-end, drive the bid strategy and manage communication with all relevant stakeholders. The incumbent will be a collaborator, a great communicator who will work with sales leaders, consultants, and bid teams to aid revenue generation for the UK Wealth business. You will help define and shape our responses, resulting in impactful and high quality content to communicate winning differentiators. You will also collaborate with business on strategic sales initiatives as well as working on operational improvements to benefit the bid management function.


The candidate is expected to demonstrate experience in managing bids independently, preferably for international stakeholders and in Financial Services; delivering high value bids and demonstrating a strong understanding of the bid life cycle. The candidate is also expected to understand cultural sensitivities in country and business needs of the operating companies to deliver high quality bids. You will be required to:

  • Build knowledge and understanding of the Wealth business, service offerings and strategic priorities
  • Develop competence and familiarity with the Mercer bid management methodology
  • Ensure Project management of RFI/RFP submissions and other client/ prospect Pitch materials – developing and driving project timelines, coordinating with internal/ external stakeholders and facilitating meetings
  • Review RFPs and other client material to gain complete understanding of client requirements
  • Assemble a bid team with the relevant knowledge and skills to prepare a winning bid
  • Manage virtual bid teams and inputs from a variety of stakeholders, ensuring they are fully briefed and understand the client bid requirements/ key deliverables and develop a win plan for each opportunity
  • Liaise with key members of the project team to obtain the information required to compile the bid to develop unique, compelling client value propositions and proposal messaging as per inputs from sales and delivery teams against agreed timelines
  • Assess and address the technical and commercial risks relating to the bids
  • Work closely with the pursuit team to resolve open items during the proposal and pitch presentation development process
  • Facilitate strategy discussion with the pursuit team to identify client-centered value propositions and supporting Mercer differentiators
  • Gather and organize information and staff resources necessary to formulate winning executive summaries that speak to “why us”, and not the competition
  • Ensure that the response reflects the agreed Win Strategy with clear messaging and play an active role in developing key aspects of the response, including the Executive Summary
  • Work closely with graphic designers to create optimal visuals and graphics in accordance with Mercer brand guidelines that support messaging, including cover designs and other graphics and illustrations
  • Hold master drafts of proposals and presentations, incorporating edits and changes and sending out revised drafts to the pursuit team
  • Perform final reviews of proposals and pitch presentation drafts along with the sales teams
  • Assist with the development of templates, improved systems and processes for measuring bid success
  • Carry out content management activities, including collecting and updating content for proposal database and extracting best practice content


What you need to have:

  • Post Graduate/ Graduate in Science, Technology, Engineering or Mathematics would be preferred. Other postgraduate degrees may also be considered.
  • 4 - 6 years of experience in a pre-sales/ bid management environment
  • Experience of working as a part of bid teams for asset managers, investment banks or other BFSI companies preferred
  • Very strong written and verbal communication required
  • Highly proficient in Microsoft Word, PowerPoint and Excel
  • Exceptional customer service focus
  • Advanced business writing ability with outstanding grammar and proofreading/ editing skills


What makes you stand out?

  • Experience on sales lifecycle and content management tools like Salesforce, Qvidian, SharePoint etc. would be preferred
  • Demonstrated understanding of financial markets is preferred
  • Experience of directly dealing with senior internal stakeholders preferred
  • Strong analytical and problem solving skills
  • CFA level 1 or similar is preferred


Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter andOliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.



Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.



Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.