Ankur Kumar
Proposal Manager | RFP & DDQ Specialist | Asset & Investment Management | OCIO & Advisory Proposals | Content Management | Bits Pilani
- Role
- Manager - Proposal Specialist at Mercer
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Ankur Kumar
Detail-oriented Proposal Manager with 7+ years of experience in RFP, DDQ, and proposal management across asset management, investment advisory, and technology services.Currently part of the Business Development team at Mercer, supporting OCIO and Investment Advisory solutions across institutional clients including Pension, Endowments & Foundations, Insurance, and Wealth clients.I specialize in developing high-quality RFP responses, investment proposals, and client presentations that support new business growth and strategic client engagement. Over the past several years I have:• Delivered 150+ investment proposals and pitches supporting OCIO and advisory mandates• Completed 100+ DDQs and RFIs across institutional asset management segments• Worked extensively with Qvidian, Quoros Docs, and Seismic to optimize proposal content management• Improved proposal efficiency by 20% through streamlined processes and cross-team collaboration• Partnered with investment, consulting, sales, and marketing teams to develop compelling institutional proposalsPrior to Mercer, I worked in deal consulting and sales enablement roles at Amex GBT and Cognizant, supporting large enterprise opportunities and proposal development.My key areas of expertise include:• Investment Management RFPs• OCIO & Institutional Advisory Proposals• DDQs / RFIs• Proposal Content Management (Qvidian, QuorosDocs, Seismic)• Bid Management• Client Pitchbooks• Stakeholder Management• Sales EnablementI am particularly interested in Proposal Manager / RFP Manager roles within Asset Managers, Wealth Management firms, and global financial institutions.Always open to connecting with professionals in investment management, institutional consulting, and proposal management.Keywords:RFP | DDQ | Proposal Management | Asset Management | Investment Management | OCIO | Institutional Proposals | Qvidian | Seismic
Experience
Manager - Proposal Specialist
Aug 2023 — Present · Mumbai, IN
Led development of 150+ investment proposals and client pitches supporting OCIO and advisory solutions across institutional clients.• Delivered 100+ DDQs and RFIs for pension, endowment, insurance, and wealth management mandates.• Managed proposal content using Qvidian and Quoros Docs, improving database accuracy and reducing response time.• Collaborated with investment consultants, sales teams, and marketing stakeholders to produce integrated institutional proposals.• Streamlined proposal workflows, increasing efficiency by 20% and reducing turnaround time by 10%.
Education
Gyan Bharti Residential Complex
High School
2004 — 2014
Birla Institute of Technology and Science, Pilani
Bachelor of Engineering (B.E.), Chemical Engineering
2014 — 2018
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