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Pooja Pandey

Lead Consultant at Aurion Solutions

Last Login: 12 September 2023

Job Views:  
87
Applications:  12
Recruiter Actions:  1

Job Code

1055713

Request For Proposal Role - Asset Management Firm

8 - 13 Years.Bangalore
Posted 2 years ago
Posted 2 years ago

Request for Proposal - Opportunity with a leading Asset Management firm in Bangalore


- Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner

- Develop knowledge of industry trends, competitive landscape and investment team's capabilities to facilitate improved client experience

- Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups

- Learn and communicate the investment team's investment philosophy, process, product positioning and current market trends to internal and external clients.

- Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc

- Assist with ad hoc projects including technology initiatives to automate reports and other materials.

- Assist with performing second level checks for RFP's, DDQ's and 15C's prepared by the Analysts on the team.

- Oversee BAU and identify process enhancement opportunities.

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Posted By

user_img

Pooja Pandey

Lead Consultant at Aurion Solutions

Last Login: 12 September 2023

Job Views:  
87
Applications:  12
Recruiter Actions:  1

Job Code

1055713

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