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Company Name : JPMorgan Chase Bank, N.A.
Location : Mumbai, Maharashtra
Position : CIB – Proposal & Presentation Associate -Data & Analytics
Job Description : Title: Proposals/RFP Writer, Associate
Shift Timings: 12.30pm – 9.30pm 1ST
J.P. Morgan Platform Sales combines Financing & Prime Brokerage, Clearing and Securities Services under a common umbrella. These businesses occupy top-tier competitive positions and are combined to provide an expanded, integrated and best-in-class suite of end-to end capabilities. The businesses employ more than 14,000 people around the world and collectively generate more than $6 billion in annual revenue.
J.P. Morgan’s Data & Analytics Sales team comprises high-performing specialist salespeople and is part of the Platform sales organization. The team is responsible for revenue generation across our best-in-class digital solutions, including our Fixed Income Index business, which we deliver to our institutional client base.
The Sales Enablement Group is part of the Platform Sales organization, supporting the Securities Services business and ultimately reporting to the Head of Platform Sales in New York. The group contributes to Platform Sales’ results through the creation and production of sales collateral (proposals & pitchbooks), the management & delivery of (information) assets to the selling organization and the design of marketing assets. In doing so, the group works in close partnership with subject matter experts from areas including sales, relationship management, marketing, client service, segment, product management, operations, and pricing. The group consists of about 50 people organized functionally across four teams – Proposals, Presentations, Design, & Knowledge Management: and geographically across five countries – United States, United Kingdom, India, Philippines, and Hong Kong.
The group’s core objective is to help the firm win business by building the best sales collateral in the shortest amount of time, whilst minimizing the time involved from Sales, Product, and other subject matter experts.
This position is both accountable and responsible for actively project managing, creating, and delivering best in class proposal and due diligence documents, with specific focus on the Data & Analytics (D&A) product suite. In addition, the role requires the proposal writer to continually improve knowledgebase content so it can be utilized in future opportunities.
Reporting to the Regional Team Leader, the proposal writer is responsible for the development and creation of customized, compelling, and persuasive proposals for prospective and existing clients in-region.
The role involves working with senior management, sales, client management and subject matter experts to collaborate in the writing and customizing of D&A proposals. The proposal writer will be expected to:
utilize and contribute to a centrally managed database of component material whereby metrics and narrative are captured and leveraged globally
develop an understanding of the proposed solution
incorporate bid strategy, organizational positioning and supporting messages and benefits into the proposals
Develop an understanding of D&A products and solutions with the objective to become an accredited specialist in the field and add value to the sales process
Key Accountabilities/Major Responsibilities :
Create best-in-class proposals for the EMEA, with a focus on D&A and other regions as and when required.
Manage proposals, RF ls and due diligence documents, with a focus on D&A – developing and executing excellence in written communications for stakeholders over a geographically dispersed region
Drive the deal process and provide consultative input and direction toward completion
Project management of multiple documents with tight deadlines (local and regional)
Generate initial draft using content database and other sources
Define, solicit, and coordinate timely input from relevant subject matter experts
Interface with management and sales staff to ensure that the document meets client/prospect requirements and reflect sales strategy
Review and analyze proposal need to determine key project requirements and construct tailored materials which correspond to clients’ needs
Engagement, liaison, and project management of additional support/expertise when required i.e. graphic designer
Building and maintaining relationships with internal clients over widespread geographic region, understanding cultural nuances, including language requirements
Coordinate with subject matter experts and content manager to update central knowledge base as responses are created, developed, and enhanced
Engaging and communicating effectively with Regional Team Leader to keep him informed of activity in the region
Represent the best interests of Platform Sales and the Sales Enablement Group as the first goal in any interaction.
Maintain team Standard Operating Procedures (SOPs) document, detailing step-by-step processes for BAU activities
BA/BS undergraduate degree required; Master’s degree and/or course work in finance or marketing preferred
6+ years’ professional experience required
4- 6 years’ experience with proposals, sales support background, presentations and/or business writing/communications or marketing
Experience in writing sales documents, understanding importance of key messages or USP (unique selling points)
An understanding of securities services industry and products
A proven ability to engage stakeholders from across the globe and form effective working relationships; requires strong communication and relationship building skills
Ability to work well and effectively under pressure and tight deadlines and managing multiple projects
Experience/ understanding of regional cultural nuances (such as language or cultural considerations)
Strong organization skills, project management skills and the ability to continually re-assess priorities
Excellent written/spoken English with strong business writing essential
Proficiency with MS Word, Excel, PowerPoint required
Knowledge and experience with Salesforce and Qvidian preferred
Excellent interpersonal skills
Self-starter with sound judgement and ability to operate unsupervised and apply initiative
Confidence and assertiveness and an ability to deal with all levels of management within J.P. Morgan
Strong attention to detail and good time management skills
Willingness to accept responsibility and accountability for meeting deadlines
Professional attitude and ability to respect the confidential nature of information handled
Excellent organizational and time management skills
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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