Team Leader
1 week ago
Responsibilities
Candidate will be responsible for working on the following:
• 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)
Requirements*
• 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
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