Dynamic RFP/DDQ Writer with a proven track record at Acuity Knowledge Partners, excelling in client service and process optimization. Expert in managing high-stakes projects and delivering customized materials, contributing to $20 billion in DDQ reviews. Recognized for a client-centric mindset and collaboration with cross-functional teams to enhance efficiency.
Overview
4
4
years of professional experience
Work History
RFP/DDQ Writer (Associate)
Acuity Knowledge Partners
Bangalore
05.2022 - Current
Coordinated with Portfolio Managers, Traders, Investment Specialists, Cash Management to facilitate seamless client service.
Complete onboarding questionnaires, fund review due diligence questionnaires, and trained new joiners about the process.
Collaborated with subject matter experts within the organization to obtain accurate and high-quality content and data.
Independently managed end-to-end project initiatives, including account-based marketing, client relationship management, bid management, and account strategy.
Successfully serviced existing and prospect clients by delivering customized client materials, ensuring exceptional attention to detail and commercial quality.
Writing and reviewing DDQ's worth $1.5 billion every quarter.
Collaborated with teams to continuously improve strategies and streamline processes to drive efficiency and productivity.
Writing and reviewing DDQ's worth $20 billion (Semiannual and annual)
Client Servicing Analyst
Angel One
Remote
09.2021 - 05.2022
Servicing client queries and escalation related to the capital market.
Achieved KRA continuously during the tenure.
Part of the Team which won the Client satisfaction survey held in Dec. 2021.
Was appointed in November 2021 after clearing the business assessment