Position: Team Member, Product Performance and Pricing Team
Location: Pune, India
Experience Required: 5+ years in finance, operations, or a related field, preferably with exposure to financial services and pricing and fee proposals.
Key Responsibilities
- Perform quality assurance checks on a high volume of client proposals, ensuring adherence to standards.
- Identify potential cross-sale opportunities to enhance proposal value.
- Suggest and implement improvements to the quality assurance checklists and procedures over time.
- Assist in maintaining the Pricing Calculator, ensuring accuracy in pricing and service offerings.
- Work closely with internal stakeholders to ensure quality proposals are issued in a timely manner.
Skills Required
- Strong analytical skills and financial modeling.
- Knowledge of pricing strategies and ability to apply them effectively.
- Familiarity with Salesforce and Power BI as users, without the need for development skills.
Product Knowledge
- Initial understanding of Fund Administration Core Products, with a commitment to expand knowledge across the Apex Group's product range.
Professional Qualities
- Detail-oriented, with a focus on process improvement and operational excellence.
- Ability to work in a dynamic team, supporting various aspects of the proposal process.
