Subhodip Roy
Bid Manager
Gurgaon
Summary
Results-driven professional with a robust background in investment and bid management, specializing in leading teams within direct and matrix reporting frameworks. Highly proficient in orchestrating complex RFP | RFI | DDQ processes, with advanced expertise in leveraging content management systems such as Qvidian and Rocketdocs to streamline proposal development. As a Certified Financial Planner (CFP), I possess a deep understanding of financial planning, aligning with a strategic and methodical approach to bid and proposal management. I have abilities to utilize my strong analytical acumen, precision in compliance and deliverable management, and demonstrated success in overseeing full bid lifecycles. My goal is to contribute high-level strategic insights, foster cross-functional synergy, and drive winning outcomes in competitive tendering and procurement environments.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
Work History
Assistant Manager – Lead Specialist
Mercer India Consulting Limited
09.2022 - Current
- Collaborate with the manager to lead and inspire a team of bid management specialists, fostering a high-performing and motivated environment.
- Manage and coordinate requests across various plan types, including defined contribution, defined benefits, not-for-profit clients, pension plans, and mid-market proposals, ensuring seamless and efficient delivery.
- Guide, train, and mentor team members, sharing expertise to elevate team performance and maintain the highest standards of quality in all deliverables.
- Proactively manage and exceed stakeholder expectations, staying ahead of industry trends in investment proposals to provide innovative solutions.
- Drive the introduction and continuous enhancement of systems within the team, boosting productivity and fostering a goal-oriented, forward-thinking approach.
Delivery Lead
Acuity Knowledge Partners
06.2021 - 09.2022
- Expertly navigate and apply principles, procedures, and regulations in the RFP process, staying ahead of the latest trends in Fund Marketing services, including RFPs, RFIs, and DDQs.
- Conduct thorough peer reviews and enhance proposal responses to ensure they exceed client expectations and deliver exceptional value.
- Proactively meet and exceed proposal requirements, cultivating strong, productive relationships that drive satisfaction and loyalty.
- Lead the introduction of new systems and processes within the team, driving increased productivity and a focus on achieving strategic goals.
- Keep the response repository up-to-date with new content and play a key role in the successful migration of software systems.
Investment counsellor
Karvy Investment Advisory Services Limited
01.2019 - 06.2021
- Conduct in-depth analysis across all asset classes, categorizing them by risk-reward parameters to guide strategic investment decisions.
- Lead and drive comprehensive financial planning and advisory services, empowering the entire team to deliver top-tier financial strategies.
- Stay ahead of industry trends by mastering newly launched products and effectively train wealth managers to enhance quality and boost productivity.
- Oversee and manage investments across the East and South zones, providing expert investment counseling to over 40 wealth managers and their clients.
Head – Product and execution
Welcon Financials Pvt Ltd.
01.2017 - 10.2019
- Streamline the delivery of advice, actions, and executions within TAT while nurturing strong trust-based relationships between the company and its customers.
- Lead the management and continuous improvement of online portals, ensuring a seamless and hassle-free customer experience by promptly addressing and resolving technical issues.
- Guarantee the highest quality in financial plans, with regular reviews to maintain accuracy and relevance.
- Enhance product knowledge across teams, spearheading investment awareness programs, and ensuring the optimal positioning of diverse product lineups in the market.
Business Development Manager
India Infoline Limited
07.2014 - 09.2016
- Manage and develop the business of broking, Mutual Funds, Insurance, and all other cross-sell products from various business partners by focusing on the best interest of the client.
- Execute business strategies and work toward attaining client satisfaction by giving them excellent service.
- Meet clients on a regular basis, understand their financial needs, and advise accordingly.
- Giving presentations on the needs of financial planning to business partners and clients.
Education
PGDM - Finance
International College of Financial Planning
Kolkata, India 04.2014 - 04.2016
BBA - Finance And Marketing
Future Institute of Engineering And Management
Kolkata 04.2007 - 04.2011
Skills
Operations Management
Hobbies
Painting, Travelogue, Photography
Timeline
Assistant Manager – Lead Specialist
Mercer India Consulting Limited
09.2022 - Current
Delivery Lead
Acuity Knowledge Partners
06.2021 - 09.2022
Investment counsellor
Karvy Investment Advisory Services Limited
01.2019 - 06.2021
Head – Product and execution
Welcon Financials Pvt Ltd.
01.2017 - 10.2019
Business Development Manager
India Infoline Limited
07.2014 - 09.2016
PGDM - Finance
International College of Financial Planning
04.2014 - 04.2016
BBA - Finance And Marketing
Future Institute of Engineering And Management
04.2007 - 04.2011
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