Specialist - Proposals

3 weeks ago

Gurugram, India Marsh McLennan Full time

We are seeking a talented individual to join our investment team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office.


Specialist – Proposal Specialist


Sales Enablement CoE supports various Mercer businesses worldwide primarily across Proposal & Bid Management, Client Research and Creative Services. We are looking to hire a candidate to supports US Health & Benefits and Investments Consulting businesses.

This will be a part of the Sales Enablement function primarily working on Investment Consulting proposals (RFP/RFI/DDQ).

The person will be working closely with the onshore stakeholders and delivering quality proposals in a timely manner. The incumbent in this role should have an understanding of the US investment proposals (RFPs).


We will count on you for:

  • Prepare fist drafts for US Investment Consulting proposals as per the scope of services mentioned in RFP, RFQ & RFIs.
  • Prepare Strawman/templates in accordance with RFPs submission requirements
  • Gathering & customizing information as per company’s policies & RFPs requirements.
  • Obtaining supervisor approval and sending the proposal to the appropriate source.
  • Prioritizing responsibilities to meet deadlines.
  • Editing and revising proposals according to feedback.
  • Maintaining consistency in proposal writing.
  • Robust documentation and internal tracker management.
  • Regular and prompt communication with key stakeholders for RFP acknowledgements, knowledge sharing sessions, analysis discussions with strategists.
  • Active contributor to domain knowledge repository
  • Driving process improvements initiatives


What you need to have:

  • Minimum 2-3 years’ experience overall
  • Any Graduate / Bachelor’s degree in Finance, Journalism, Communication, English etc. stream. MBA (Finance) and CFA or related field (preferred)
  • Previous experience in proposal writing (US Investments - Defined Contribution (DC) and Defined Benefits (DB) and Not-For-Profits (NFPs) will be preferred (has an edge)
  • Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)
  • Strong written and verbal communication
  • Experience on sales lifecycle and content management tools like Qvidian, SharePoint etc. would be preferred
  • Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)


What makes you stand out?


  • Adaptable communicator, facilitator, influencer and problem solver
  • Good/excellent communication and content writing skills.
  • High attention to detail
  • Good relationship skills, proven ability to work on own initiative as well as in a team
  • Ability to multi-task and prioritize time effectively


Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.



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 regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity 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.

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