Team Leader

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