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Presales Consultant

4 months ago

Gurugram, India Intellect Design Arena Ltd Full time

Job Description Pre-Sales Specialist - Banking Technology

Job Title AVP Experience 14+

Role Presales

Location: Gurgaon/Mumbai/Chennai

Domain: Lending Core Banking


Purpose of role


The Pre-Sales Specialist plays a pivotal role in ensuring the conversion of leads into

signed deals and meeting the required sales targets for our banking technology

platform. They are responsible for aligning distribution and promotion strategies with the

overall product strategy to ensure successful execution.


Key Accountabilities


In order to achieve the above objectives, Pre-Sales would be responsible for the

following activities


1. Meeting Sales Targets:

 Convert leads into deals by providing quality responses to RFI/RFPs.

 Develop a battle strategy plan in collaboration with the Sales team to ensure

successful deal execution.

 Conduct product demos, Proof of Concepts (PoC) and address objections

effectively throughout the engagement process.

 Provide timely responses to post-proposal queries.

 Create battle cards for Competitors and the winning proposition for Intellect

products.


2. Aligning Distribution and Promotion Strategies:

 Establish or leverage local partnerships to expedite deal closures.

 Develop a product roadmap and process flow for seamless execution.

 Collaborate with Product Management Group (PMG) to understand product

positioning and create effective messaging for the market.

 Conduct market research, focusing on competitor strategies.

3. Feedback Integration:

 Gather market inputs, understand country regulations and prepare the Product

backlog.

 Prioritize feedback from prospects and customers for product roadmap

enhancements.

4. Post-Sales Support:

 Prepare Product Commitment Document and conduct formal debriefings to

ensure project alignment with pre-sales expectations.

- Take up selective post sale customer engagement activities like product walkthrough, customer requirement analysis, user story creation, solution design for the customer etc.


Key Deliverables


 SWOT analysis of product proposition for each opportunity.

 Preparation of solution books and other collaterals specific to deals.

 Development of marketing collaterals for presentations, demos, and deal-winning

activities.


Key Performance Measures


1. Number of leads in the pipeline

2. Value of deals in the pipeline

3. Value of deals closed

4. Quality of RFP response submitted

5. Quality of interaction with leads

6. Promptness and quality of interaction with Geo Sales teams

Key Competencies


EXPERIENCE


 Strong background in IT/products within lending domain across retail, corporate & Islamic finance.

 Progressive career experience in senior executive roles within banks or large

software companies.

 Demonstrated expertise in pre-sales, particularly with banking products.

 Proficiency in people management and talent development.

 Sound knowledge of market structure and competitive landscape.

 Good presentation / articulation skills.