Proposal Writer and Knowledge Manager - Custody & Fund Services

Lead a client dedicated engagement for Genpact within the Asset Management practise area and was primarily responsible for key client deliverables such as Request for Proposal (RFPs), Due Diligence Questionnaires (DDQs), Monthly and Quarterly Client Reporting, periodic update of Consultant databases and pitchbooks.Major work types:▪ RFX Management: Prepare near-to-completion final drafts and manage the RFP repository▪ Pitch books: Update monthly and quarterly pitch books and… Show more Lead a client dedicated engagement for Genpact within the Asset Management practise area and was primarily responsible for key client deliverables such as Request for Proposal (RFPs), Due Diligence Questionnaires (DDQs), Monthly and Quarterly Client Reporting, periodic update of Consultant databases and pitchbooks.Major work types:▪ RFX Management: Prepare near-to-completion final drafts and manage the RFP repository▪ Pitch books: Update monthly and quarterly pitch books and sales brochures▪ Client Reporting: Assume end-to-end ownership of monthly and quarterly reports for more than 150 institutional clients▪ Consultant Database: Monthly and quarterly update of firm/product specific information on close to 20 databasesAd-hoc:▪ Lead generation for client servicing team by leveraging multiple financial databases▪ Create monthly competitive intelligence reports and weekly asset management newsletters Show less

Proposal Writer - Custody & Fund Services

Worked closely with a dedicated team of marketing professionals of a Geneva-based investment management firm and assisted in new business efforts through the completion of request for proposals (RFPs) and Due Diligence Questionnaires (DDQs) and maintenance of RFP repository.

Was engaged as a Research Analyst with the business development team of RR Donnelley Global Services and was actively involved across the new business development initiatives of the organization.