Presales Consultant Lending

Pre-Sales Specialist / Pre-Sales Consultant – Lending SolutionsLocation: Chennai / MumbaiEmployment Type: Full-timeAbout the RoleWe 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 ResponsibilitiesLending Domain Solution ConsultingEngage 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 FitmentTranslate 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 OwnershipAnalyze 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 DemonstrationsBuild customized demo scenarios and scripts around lending workflows such as:Digital onboarding & KYCLoan originationCredit underwriting & scoringDocument verificationLoan servicing & collectionsRegulatory compliance (KYC/AML, risk checks)Demonstrate end-to-end lending lifecycle processes using the product.Solution Collateral DevelopmentCreate 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 CollaborationWork 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 IntelligenceTrack 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 & ExperienceMust-Have5–12 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-HaveExperience 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.