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RFP Specialist For Financial Services

2 - 7 years

3 - 8 Lacs

Posted:4 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Summary We are seeking a detail-oriented and strategic RFP Specialist to manage and execute the end-to-end response process for RFPs, RFIs, RFQs, and security questionnaires. The ideal candidate will collaborate with cross-functional teams to craft compelling, compliant, and customized proposals that help win new business and retain existing clients. Role & responsibilities RFP Management: Lead the development, coordination, and timely submission of responses to RFPs, RFIs, and other proposal requests. Content Development: Write, edit, and format persuasive content that aligns with client needs, company capabilities, and value propositions. Collaboration: Work closely with sales, subject matter experts (SMEs), product, legal, finance, and operations to gather required information. Compliance & Accuracy: Ensure all proposals meet client requirements and comply with internal policies and industry regulations. Content Library Management: Maintain and update a knowledge base of standard proposal content, templates, case studies, and FAQs. Proposal Strategy: Help develop win themes and competitive messaging tailored to each opportunity. Process Improvement: Identify and implement enhancements in the proposal process to increase efficiency and success rate. Reporting: Track proposal activity, submission deadlines, win/loss ratios, and provide insights to sales leadership. Preferred candidate profile Bachelors degree in Business, Marketing, Communications, or a related field. 2-7 years of experience in a similar proposal, bids, or RFP writing role. Strong writing, editing, and proofreading skills with an ability to convey technical information clearly. Proficiency in Microsoft Office Suite, especially Word and PowerPoint; experience with RFP software tools.

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