Proposals Specialist Advisor Job at NTT DATA (Noida)

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Proposals Senior Specialist Advisor

The Proposals Advisor directs the proposal development of compliant, high qualit...

Location

India , Bengaluru

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

10-12+ years of proposal management experience
Strong written and verbal communication skills and proven experience writing, reviewing, and editing proposals and associated content
Ability to lead and manage teams including individuals from all levels of the corporate organization, and other proposal participants
Strong time management skills and ability to manage overlapping proposals

Job Responsibility

Lead overall proposal process and manage the successful development of compliant, competitive, and compelling proposals through effective collaboration across teams
Perform detailed analysis of RFI/RFQ/RFP requirements
Develop the proposal schedule, outline, compliance matrix, and proposal development plan
Establish and maintain the SharePoint collaboration site and proposal repository
Prepare and lead efficient Proposal Kickoff meetings and daily status calls, ensuring activities adhere to the proposal development plan
Assign ownerships for various sections in the RFX and look to fill in the gaps to make sure there is a winnign team working on the opporutnity
Prepare first draft response for the RFX
Determine assignments, integrate win strategy, win themes, and discriminators into proposal
Provide insight, leadership, and work guidance to team members on all proposal content
Facilitate all proposal reviews with specific recommendations for content improvement and/or compliance

Proposals Senior Specialist Advisor

Location

India , Noida

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

The candidate should understand proposals, related sales processes, defining metadata and tagging documents and MS Sharepoint

Job Responsibility

Managing the integration from repository to sales/revenue enabling content systems by working with IT to create automated mechanisms for data sharing for proposal tooling
Ensuring that file uploads and integration occur, resolve errors or problems with such activities
Agentic AI system administration, which includes activities such as user administration, populating agent rules, and other Ema system functions provided to Ema administrators
Continually auditing system usage and participating in various forums such as Office hours and user groups with the aim to improve the usage of the tool, determine new use cases and evaluate new requested use case(s)
Serves as a system expert and provides training and collaboration with peers and leadership on effective usage, and productivity gains through usage to include demonstrations and discussions with Sr. Leadership
Serves as a key participant and POC for Agentic AI use case and enhancement governance with tool vendors, or in reporting issues to the vendor
Serves as Co-chair for Content governance with Content Team Co-chair ensuring the content being approved for production usage is current, meets quality standards, and is fit for purpose by the downstream system
Works under the guidance of the leadership team and supports team values and the ethical usage of AI tooling

Director, Business Development

Under general direction with a high level of autonomy, uses extensive knowledge ...

Location

United States

Salary:

100000.00 - 140000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Business Administration, Bachelor’s: Marketing
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry
Skill in identifying the needs of plan sponsors through effective questioning and listening techniques
Skill in supporting advisors in efforts to grow their business
Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences
Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Skill in analyzing business processes and identifying process improvement opportunities

Job Responsibility

Create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory
Lead projects, programs or processes with significant business impact involving cross-functional teams
Develop tactical plans and complete complex assignments with substantial latitude for unreviewed actions or decisions
Provide comprehensive solutions to complex problems or needs
Build and maintain relationships with financial advisors to generate revenue within a specific territory
Identify, qualify and engage with retirement plan specialist advisors in territory
Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
Assist with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
Develop and implement business plans for the territory to deliver on sales goals
Present sales activities at weekly meetings

Fulltime