Team Leader
Role Overview
The Bid Management team designs, delivers, and services integrated credit and treasury products for corporate, financial institution, and government clients.
The role manages and produces proposals, RFIs, RFPs, RFx responses, ITTs, PQQs, DDQs, and other client questionnaires across global regions.
Coverage includes cash and liquidity management, trade finance, corporate cards, and USD, EUR, and GBP clearing for financial institutions.
Key Skills for This Role
Full Job Posting
Role overview
The Bid Management team designs, delivers, and services integrated credit and treasury products for corporate, financial institution, and government clients.
The role manages and produces proposals, RFIs, RFPs, RFx responses, ITTs, PQQs, DDQs, and other client questionnaires across global regions.
Coverage includes cash and liquidity management, trade finance, corporate cards, and USD, EUR, and GBP clearing for financial institutions.
Responsibilities
- Understand RFP and DDQ requirements from large corporate, financial institution, and middle-market segments.
- Prepare first-draft proposals and end-to-end due diligence questionnaires for sales teams and bid managers.
- Curate content for RFPs and DDQs and coordinate global initiatives across regions.
- Improve processes, share best practices, and support professional growth.
- Ensure compliance with RFP requirements and bank policies.
- Complete deal and month-end routines, including transitions, win/loss tracking, and survey follow-up.
Requirements
- Master’s degree in management, accounting, finance, or economics.
- 5–7 years of financial-services experience, preferably in commercial or corporate banking.
- 3–5 years of independently driving global and regional deals.
- Expert knowledge of treasury-management products across receivables, payables, liquidity solutions, cash management, and FX.
- Strong project management, written communication, relationship management, and influencing skills.
- Expert knowledge of Microsoft 365, especially Word, Excel, and PowerPoint.
Desired skills
- Critical thinking, self-starting behavior, attention to detail, and the ability to perform under pressure.
- Ability to prioritize work, meet deadlines, and operate in a highly project-based environment.
- Initiative, client focus, proactive relationship management, and ability to interpret reports and make recommendations.
- APMP certification is good to have.
Work timings
- Process timings are 11:00 AM to 8:00 PM.
- Weekends are off.
Work location
- The job location is Hyderabad.
- The employer describes an in-office culture with clear in-office expectations.
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