Technical Pre Sales Specialist

1 week ago


Delhi Mumbai NCR, India Kaleidofin Full time ₹ 12,00,000 - ₹ 36,00,000 per year

What you'll do?

As part of Platform Catalysts Team, you will be responsible for ensuring the company is appropriately and strategically positioned with large banks, NBFCs and other financial institutions to on-board them as partners for risk infrastructure products- ki score and ki view and several other cutting- edge credit risk offerings that Kaleidofin continues to create. In this role, you will be reporting to the Executive Vice President. The position requires you to understand credit risk and appropriately and create market for AI/ML credit models and risk management tools through, excellent communication, interpersonalskillsto on-board high-quality banks and NBFC.

The key responsibilities for the position are:

  • Responsible for on-boarding and managing Lender Partners-Banks, NBFCs etc. for credit risk infrastructure solutions.
  • Develop a robust lender relations coverage strategy including creating need-based product sales plan for Kaleidofin risk infrastructure platform solutions
  • Achieve revenue targets.
  • Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties.
  • Responsible for creating awareness about the company and amongst the banking and other lender/investor community, as a market making activity.
  • Responsible for preparation of reports on the companys profile and performance and other marketing material and presenting it to the companys current and potential future partners.
  • Provide insights on market activity and present to the leadership team.
  • Analyse and presentfinancial trends, competitors behaviour and anything else that could impact the business.
  • The candidate will be suitably well versed with the appropriate information security responsibilities for the role and is responsible for adhering to them.

Who you need to be?

The person needs to be passionate about financial inclusion and empowering the informal segment. You should also be an eager learner with high aptitude to understand AI/ML data models sales processes, risk management tools with ability to introduce, sell and manage prospects through a need based selling process. Interest in offering cutting edge risk management solutions in generating business results for the financial institutions, an effective collaborator to work with cross teams including other colleagues in Platform Catalysts team, Data science and risk teams as well as similar counter parties with lender partner prospects.

At Kaleidofin, one needs to be initiative oriented with abilities to work and achieve objectives and key results independently. Success in this role requires independence, collaboration, communication, leadership, and vision.

  • A Masters degree in business, finance, or accounting
  • A CA or CFA certification is an asset.
  • Min 5 years of experience as a Technical Presales Specialist dealing with lender/investors and a strong track record of creating positive relations with the lender/Banks/NBFCs partner community.
  • Thorough understanding of key credit risk metrics including knowledge and understanding of credit products; knowledge and understanding of debt capital Platform Catalysts will be handy as well.
  • A strong understanding of macroeconomics and good understanding of capital Platform Catalysts trends, competitor activities, industry dynamics, and customer trends
  • A professional who is also entrepreneurial and has a client focused problem-solving skills.
  • 60% of your job profile will entail travel
  • Has superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring clients as well as internal stakeholders.

Job location


• Mumbai (remote) / Delhi (remote)


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