RFP Writer - Team Lead

📌 Core Information

🔹 Job Title: RFP Writer - Team Lead

🔹 Company: State Street

🔹 Location: Bangalore, Karnataka, India

🔹 Job Type: Full-Time

🔹 Category: Financial Services

🔹 Date Posted: May 13, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Managing RFP response process from start to finish
• Collaborating with sales teams, product managers, and SMEs to gather accurate and persuasive content
• Ensuring proposals are well-written, accurate, balanced, and timely
• Contributing to continuous improvement projects
• Displaying a culture of individual ownership and accountability

ASSUMPTION: This role requires strong project management skills, excellent written English, and the ability to work well under pressure.

📋 Key Responsibilities

✅ Manage the RFP response process from kick-off meetings to final dispatch of response documents

✅ Source accurate response content and collaborate with relevant teams to gather input

✅ Draft, proofread, edit, and review content to ensure proposals are well-written, accurate, balanced, and persuasive

✅ Contribute to continuous improvement projects related to RFP processes

✅ Display a culture of individual ownership and accountability in performing the role

✅ Ensure compliance with internal policies and external regulations

ASSUMPTION: The role may require working on multiple RFPs simultaneously, so strong organizational skills and the ability to manage workload under pressure are essential.

🎯 Required Qualifications

Education: Degree-level qualification in a business or finance discipline

Experience: 4-6 years of related business experience

Required Skills:

• Excellent written English and advanced MS Word skills
• Project management skills and the ability to operate in a deadline-driven environment
• Interpersonal communication skills and the ability to interact with others to gather information
• Attention to detail, strategic thinking, and problem-solving skills
• Experience in a sales support or RFP role would be an advantage
• Working knowledge of a proposal management workflow tool would be an advantage (e.g., Responsive, Loopio, Qvidian)

Preferred Skills:

• Project management qualifications

ASSUMPTION: While not explicitly stated, experience in the financial services industry or a related field would be beneficial for this role.

💰 Compensation & Benefits

Salary Range: INR 800,000 - 1,200,000 per annum (Estimated based on industry standards for the role, experience level, and location)

Benefits:

• Medical care, insurance, and savings plans
• Flexible work programs
• Development programs and educational support

Working Hours: Full-time (40 hours per week), with flexibility based on project deadlines

ASSUMPTION: The salary range provided is an estimate based on industry standards for the role, experience level, and location. Actual compensation may vary based on the company's internal compensation structure and the candidate's qualifications.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services. State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world.

Company Size: 10,000+ employees. As a large organization, State Street offers numerous opportunities for career growth and development.

Founded: 1792. State Street has a long history and extensive experience in the financial services industry.

Company Description:

• State Street provides investment servicing, data & analytics, investment research & trading, and investment management to institutional clients
• The company helps institutional investors manage risk, respond to challenges, and drive performance and profitability
• State Street's team plays an important role in the overall success of the organization, navigating employees and the organization as a whole

Company Specialties:

• Investment Management
• Custodian
• ETF
• Financial Products
• Fund Accounting
• Relationship Management
• Research
• Trading
• Investment Servicing

Company Website: http://www.statestreet.com

ASSUMPTION: State Street's extensive experience and global presence make it an attractive employer for those seeking a stable and long-term career in the financial services industry.

📊 Role Analysis

Career Level: Mid-level. This role is suitable for professionals with 4-6 years of related business experience.

Reporting Structure: The RFP Writer - Team Lead will report directly to the Head of RFP Writing or a similar role within the organization.

Work Arrangement: On-site, with flexibility based on project deadlines and the company's flexible work programs.

Growth Opportunities:

• Proven performers may have opportunities to take on more responsibilities or move into management roles
• The company's extensive range of services and global presence offer numerous career development opportunities

ASSUMPTION: Given State Street's size and the nature of the role, there are likely multiple paths for career progression within the organization.

🌍 Location & Work Environment

Office Type: Corporate office environment. State Street's Bangalore office is located in the Outer Ring Road area, with multiple nearby amenities.

Office Location(s): Outer Ring Road, Bangalore, Karnataka, India

Geographic Context:

• Bangalore is the capital of the Indian state of Karnataka and is known for its tech industry and pleasant climate
• The Outer Ring Road area is a major commercial and residential hub, with easy access to public transportation and other amenities

Work Schedule: Full-time (40 hours per week), with flexibility based on project deadlines and the company's flexible work programs.

ASSUMPTION: Bangalore's pleasant climate and the company's flexible work programs make it an attractive location for both local and international candidates.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• On-site or virtual interview with the hiring manager
• Final round interview with senior leadership
• Background check and offer extension

Key Assessment Areas:

• Written communication skills
• Project management skills
• Interpersonal communication skills
• Problem-solving skills
• Cultural fit with the organization

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role
• Prepare for behavioral and situational interview questions related to project management, communication, and problem-solving
• Research State Street's company culture and values to demonstrate your fit with the organization

ATS Keywords: RFP, proposal management, project management, written communication, sales support, financial services, attention to detail, strategic thinking, problem-solving

ASSUMPTION: State Street's application process is likely to be competitive, so applicants should be prepared to demonstrate their skills and qualifications effectively.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, Excel, PowerPoint)
• Project management tools (e.g., Asana, Trello, JIRA)
• Proposal management workflow tools (e.g., Responsive, Loopio, Qvidian)
• Industry-specific software and platforms (e.g., Bloomberg, FactSet)

ASSUMPTION: The required tools and technologies for this role may vary depending on the specific team and projects the RFP Writer - Team Lead is assigned to.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Commitment to Clients
• Respect for All
• One State Street
• Stewardship

Work Style:

• Collaborative and team-oriented
• Focused on delivering high-quality work products
• Adaptable and responsive to changing priorities and deadlines
• Committed to continuous learning and improvement

Self-Assessment Questions:

• How do you ensure the accuracy and completeness of information in your proposals?
• Can you provide an example of a time when you had to manage multiple projects simultaneously, and how did you prioritize your workload?
• How do you approach working with diverse teams and stakeholders to gather input for proposals?

ASSUMPTION: State Street values candidates who align with their core values and can contribute to a collaborative and inclusive work environment.

⚠️ Potential Challenges

• The role may require working on multiple RFPs simultaneously, which can be challenging and stressful
• Dealing with tight deadlines and high-pressure situations may be frequent
• The role may involve working with diverse teams and stakeholders, which can present communication and cultural challenges
• The financial services industry can be subject to regulatory changes and market fluctuations, which may impact the role's responsibilities and priorities

ASSUMPTION: Applicants should be prepared to manage workload under pressure and adapt to changing priorities and deadlines.

📈 Similar Roles Comparison

• RFP Writer vs. Proposal Manager: Both roles involve managing the RFP response process, but the Proposal Manager role may have more strategic and leadership responsibilities
• Financial Services Industry Context: The financial services industry is subject to unique regulations and market dynamics, which may impact the role's responsibilities and priorities
• Career Path Comparison: The RFP Writer role may serve as a stepping stone to more senior roles in proposal management, sales, or product management within the financial services industry

ASSUMPTION: Applicants should consider their long-term career goals and how this role may fit into their career path within the financial services industry.

📝 Sample Projects

• Managing the response to a complex RFP for a global custody services mandate, involving collaboration with multiple teams and subject matter experts
• Developing and implementing a new proposal management workflow tool to streamline the RFP response process
• Conducting a competitive analysis and benchmarking study to inform the development of a new product offering

ASSUMPTION: The specific projects an RFP Writer - Team Lead may work on will depend on the team's priorities, the organization's strategic initiatives, and market conditions.

❓ Key Questions to Ask During Interview

• Can you describe a typical RFP response process and how this role fits into that process?
• How does the team collaborate with sales, product, and subject matter expert teams to gather input for proposals?
• What are the most challenging aspects of this role, and how does the team support each other in managing those challenges?
• How does the company support the professional development of its employees in this role?
• What are the key priorities for this role in the first 30, 60, and 90 days?

ASSUMPTION: Applicants should use the interview process to gain a clear understanding of the role's responsibilities, the team's dynamics, and the company's culture and values.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role
• Prepare for behavioral and situational interview questions related to project management, communication, and problem-solving
• Research State Street's company culture and values to demonstrate your fit with the organization
• Follow up with the hiring manager one week after submitting your application to express your interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.