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Presales Consultant

4 weeks ago


Navi Mumbai, Maharashtra, India sm it services Full time

Job Title : Presales Consultant - Banking Domain

Experience Required : 10+ Years

Notice Period : Immediate to 15 Days

Location: Navi Mumbai

Industry : IT Services

Employment Type : Full Time

About the Role

We are looking for a highly experienced Presales Consultant with deep domain expertise in Transaction Banking, Corporate Internet Banking, and Wholesale Banking. The ideal candidate will play a pivotal role in solution positioning, client engagement, and driving product demonstrations and Proof-of-Concepts (POCs) to help win strategic deals.

Key Responsibilities

Domain Expertise:

- Act as a Subject Matter Expert (SME) in Transaction Banking and Corporate Internet Banking

In-depth knowledge of banking products such as:

- Basic Banking Services

- Payments and Collections

- Trade Finance Services

- Financial Supply Chain Solutions

- Cash Management and Treasury Solutions

- Strong understanding of European banking regulations (SEPA, PSD2, ISO20022, etc.)

- Presales & Solutioning

- Own and lead client presentations, demos, and POCs to highlight product capabilities and business value

- Collaborate with sales and product teams to create compelling sales pitches and solution stories

- Interpret client requirements and tailor solutions accordingly

- Respond to RFIs/RFPs with high-quality documentation and strategic alignment

- Provide competitive intelligence and product enhancement feedback to the product team

Client Engagement:

- Engage with global customers (Europe, Southeast Asia, US)

- Understand customer pain points and propose relevant solutions

- Assist in value proposition creation and market segmentation strategies

Leadership & Collaboration:

- Inspire and guide presales and solutioning teams

- Work closely with delivery and technology teams for solution alignment

- Ensure highest technical scores during client evaluations

Key Performance Indicators (KPIs):

- Ownership of demo and POC delivery

- Alignment of solutions to client requirements

- High-quality, timely RFI/RFP submissions

- Market insights shared with product team

- Client satisfaction during presales engagement

- Contribution to sales closure and revenue growth

Required Skills

- Strong communication, presentation, and client-facing skills

- Excellent problem-solving and solutioning abilities

- Experience in digital transformation initiatives in banking

- Leadership and coordination capabilities

- Ability to work under tight deadlines with a focus on excellence

Preferred Experience

- Prior experience working with clients in Europe, Southeast Asia, or the US

- Familiarity with banking regulations and open banking standards

(ref:iimjobs.com)