Specialist - Proposal Specialists

25 Minutes ago • 2-3 Years

Job Summary

Job Description

This Specialist - Proposal Specialist role at Mercer, based in Gurgaon, involves preparing and delivering high-quality investment consulting proposals, primarily for US Health & Benefits and Investments Consulting businesses. The candidate will work closely with stakeholders, create first drafts, customize information, and ensure timely proposal submissions. Responsibilities include preparing templates, gathering information, prioritizing tasks, editing proposals, maintaining documentation, communicating with stakeholders, and contributing to the knowledge repository. The role requires a strong understanding of US investment proposals.
Must have:
  • Minimum 2-3 years experience overall
  • Bachelor's degree in Finance, Journalism, Communication, English etc.
  • Previous experience in proposal writing
  • Good command on MS Office applications
  • Strong written and verbal communication
Good to have:
  • MBA (Finance) and CFA or related field
  • Experience on sales lifecycle and content management tools

Job Details

Company:

Mercer

Description:

We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.

Specialist – Proposal Specialista

Sales Enablement CoE supports various Mercer businesses worldwide primarily across Proposal & Bid Management, Client Research and Creative Services. We are looking to hire a candidate to supports US Health & Benefits and Investments Consulting businesses.

This will be a part of the Sales Enablement function primarily working on Investment Consulting proposals (RFP/RFI/DDQ).

The person will be working closely with the onshore stakeholders and delivering quality proposals in a timely manner. The incumbent in this role should have an understanding of the US investment proposals (RFPs).

We will count on you for:

  • Prepare the fist drafts for US Investment Consulting proposals as per the scope of services mentioned in the RFP/ RFQ/ RFIs / DDQ leveraging existing content respostary
  • Prepare Strawman/templates in accordance with RFPs submission requirements
  • Gathering & customizing information as per company’s policies & RFPs requirements.
  • Obtaining supervisor approval and sending the proposal to the appropriate source.
  • Prioritizing responsibilities to meet deadlines.
  • Editing and revising proposals according to feedback.
  • Maintaining consistency in proposal writing.
  • Robust documentation and internal tracker management.
  • Regular and prompt communication with key stakeholders for RFP acknowledgements, knowledge sharing sessions, analysis discussions with strategists.
  • Active contributor to domain knowledge repository
  • Driving process improvements initiatives

What you need to have:

  • Minimum 2-3 years’ experience overall
  • Any Graduate / Bachelor’s degree in Finance, Journalism, Communication, English etc. stream. MBA (Finance) and CFA or related field (preferred)
  • Previous experience in proposal writing (US Investments - Defined Contribution (DC) and Defined Benefits (DB) and Not-For-Profits (NFPs) will be preferred (has an edge)
  • Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)
  • Strong written and verbal communication
  • Experience on sales lifecycle and content management tools like Qvidian, SharePoint etc. would be preferred
  • Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)

What makes you stand out?

  • Adaptable communicator, facilitator, influencer and problem solver
  • Good/excellent communication and content writing skills.
  • High attention to detail
  • Good relationship skills, proven ability to work on own initiative as well as in a team
  • Ability to multi-task and prioritize time effectively

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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