Presales Consultant

4 weeks ago

gurgaon, 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.

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