Proposals Preparation Jobs – Apply to Latest Proposals Preparation Job Vacancies

7.0 - 12.0 years

10 - 14 Lacs

Bengaluru

Work from Office

1. Exposure to Banking (Retail & Corporate): - Experience with retail banking (services to individual customers) and corporate banking (services to businesses). - Understanding of banking products and services, particularly loans. 2. Knowledge of RFP Lifecycle: - Familiarity with the Request for Proposal (RFP) process, including creation, submission, and evaluation stages. - Ability to manage and respond to RFPs efficiently. 3. Proposals Preparation: - Crafting proposals that effectively communicate solutions and offerings. - Tailoring proposals to meet specific client needs and requirements. 4. Customer Demos: - Conducting demonstrations of products or services for customers independently. - Clearly explaining features, benefits, and usage to potential clients. 5. Prepare Collaterals & Competition Assessment: - Developing marketing and sales collateral such as brochures, presentations, and whitepapers. - Analyzing competitors to understand their offerings and identify competitive advantages. 6. Understanding of Digital Channels Landscape: - Knowledge of digital banking channels such as online banking, mobile banking, and other fintech solutions. - Keeping abreast of trends and innovations in the digital banking space.

Posted 3 weeks ago

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Manager - Corporate Governance Prep Study

3.0 - 5.0 years

7 - 11 Lacs

Mumbai, Delhi / NCR, Bengaluru

Work from Office

Responsibilities : - Manage projects end to end and ensure quality and timely deliverables/ outcomes. - Multi - Tasking and Managing at least 3 to 4 clients at a time simultaneously with a team of at least 10 to 15 people. - Report Status of Projects to Partner / Director/ Associate Director every 2 days in detailed manner. - Manage projects end to end and ensure quality and timely deliverables/ outcomes. - Initiate the projects and discuss schedule of Audit Committee meetings with Management Team. - Plan and Execute Audit/ Project Kick off calls or Business Overview calls with client / Management Team. - Attend business overview / walkthrough meetings with client. - Align Team as per the required expertise and skills. - Ensuring to thoroughly review the work output of team members before sending it out to the next level review. - Prepare detailed Audit Program/ plan for each of the project and each quarter / month as per frequency and monitor the Project progress. - Report to Partner in Charge for deviation in project progress against timeline - Detailed briefing to team about expectations - Co - ordinate with client SPOC / Stakeholders for data and information needed - Timely escalation to CFO / Head - Audit / Any other SPOC allotted by client in case of delays in information receipt / non - cooperation by auditee. - Conduct status meetings with clients every 15 days or as per project requirement for each project. - Responsible to ensure Partner Review for any deliverable before releasing client at least 2 days in advance. - Excellent PPT drafting and presentation skills. - Excellent MS Excel skill. - Guide and provide direction to the team for audits and value additions to client. - Discussion of Draft findings with key stakeholders and convincing them for value additions / acceptance of observations - Discuss audit findings and update to audit SPOC. - Prepare Audit Committee / Board Presentations with Executive Summary and Key Findings - Present audit reports to CXO levels - Prepare proposals, pitch decks and case studies for presenting the same to client(s) and accompanying the management as and when required for proposal meetings. - Identification of potential business opportunities at client place to build business and update Partner about the same. - Ensuring to learn all the necessary relevant skills required to do the assigned tasks well. - Ensuring to attend internal and external knowledge sharing sessions and ensuring your team attends the same. - Attend regular Corporate Governance Seminars and CPE Hours of ICAI (Reimbursed by the Firm with due prior approvals) Location-Delhi NCR,Bangalore,Chennai,Pune,Kolkata,Ahmedabad,Mumbai,Hyderabad

Posted 3 weeks ago

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