Key skills
CommunicationSales
About this role
Role Overview
- Utilize customer data to provide benchmarking information
- Collaborate with client relationship managers
- Multi-task, prioritize and problem-solve
- Clearly articulate challenges through verbal and written communication
- Comfortable working with numbers
- Update maintain internal process documentation
- Help other team members with their queries/ questions
Requirements
- MBA/ BBA
- 1-3 years of experience in RFP/ pre-sales
- Excellent communication skills
- Strong interpersonal skills
- Ability to work well under pressure with attention to detail
- Proficiency with MS Office, PowerPoint, Adobe Acrobat
- Ability to think critically and draw from several resources
- Good to have: Qvidian and understanding of investment and retirement terminology
Benefits
- Flexible work environment
- Internal mobility
- Purpose and well-being recognition
- Volunteers for community causes