Presales Consultant Lending

Pre-Sales Specialist / Pre-Sales Consultant – Lending Solutions Location: Chennai / Mumbai Employment Type: Full-time About the Role We are looking for an experienced Pre-Sales Consultant with strong Lending Domain & Solution Consulting expertise . This role requires hands-on experience in lending operations, workflows, risk assessment, credit decisioning, and digital lending platforms —not just generic pre-sales experience. The ideal candidate must be able to deeply understand the end-to-end lending lifecycle , translate lender business needs into product-led solutions, and articulate value to stakeholders across US and European lending markets . Key Responsibilities Lending Domain Solution Consulting Engage with lending institutions to understand business workflows, credit policies, underwriting processes, and regulatory requirements. Map lending workflows (Retail Lending, SME/MSME Lending, Commercial/Corporate Lending, Consumer Loans, BNPL, Mortgage, etc.) to product capabilities. Provide domain-led solution advisory aligned with lending industry best practices and compliance standards. Conduct workshops to assess current-state vs. future-state lending transformation opportunities. Pre-Sales & Product Fitment Translate customer lending requirements into tailored product demonstrations and solution proposals. Deliver compelling presentations detailing lending value propositions, process improvements, and ROI impact. Lead technical/functional discussions focusing on lending use cases, credit decisioning, data flows, scoring models, integrations, and compliance. RFP/RFI & Due Diligence Ownership Analyze and respond to RFPs/RFIs from banks, NBFCs, digital lenders, and financial institutions. Collaborate with product, credit policy SMEs, and engineering to craft accurate and competitive responses. Own lending solution write-ups including functional, technical, and domain components. Product Demonstrations Build customized demo scenarios and scripts around lending workflows such as: Digital onboarding & KYC Loan origination Credit underwriting & scoring Document verification Loan servicing & collections Regulatory compliance (KYC/AML, risk checks) Demonstrate end-to-end lending lifecycle processes using the product. Solution Collateral Development Create lending-focused decks, whitepapers, POV documents, solution blueprints, and use-case write-ups. Support sales with business case creation, competitor differentiation, and value-based selling. Cross-Functional Collaboration Work with Product Management to influence lending-specific feature enhancements and roadmap priorities. Partner with Engineering on integrations (LOS, LMS, CBS, KYC/AML, credit bureaus, fraud systems). Assist Sales with deal strategies for lending stakeholders (Chief Credit Officer, Head of Lending, Risk Head, COO, etc.). Market & Competitive Intelligence Track lending trends including digital lending adoption, embedded finance, regulatory changes, credit analytics, fraud/risk models, and competitor platforms. Share domain insights to improve solution positioning and help shape product evolution. Required Skills & Experience Must-Have 5–12 years of experience in Lending Domain Solution Consulting + Pre-Sales (both required). Strong understanding of lending/BFSI processes: Retail Loans, SME/MSME Loans, Commercial Lending, Mortgage, BNPL, Credit Underwriting, KYC/AML, Risk, Collections, Compliance . Ability to convert lending workflows into product-led use cases and tangible business value. Experience delivering lending-focused demos, workshops, discovery sessions, and solution design. Strong track record in responding to lending-specific RFPs/RFIs. Excellent communication, storytelling, and value-selling capabilities. Good-to-Have Experience with Lending SaaS platforms, LOS, LMS, Digital Lending Systems, or Core Banking integrations. Understanding of integrations with CRM, credit bureaus, KYC/AML systems, scoring engines, fraud detection tools. Exposure to lending markets in U.S. and Europe . Experience working with cross-functional global teams and distributed time zones.