Presales Consultant

Pre-Sales Specialist / Pre-Sales Consultant – Banking Domain Solutions

Location : Chennai (preferred) / Mumbai

Employment Type : Full-time

About the Role

We are looking for an experienced Pre-Sales Consultant with strong Banking Domain & Solution Consulting expertise . This role requires hands-on experience working with banking processes, workflows, and use cases—not just generic presales experience. The ideal candidate must be able to understand banking operations deeply, translate them into product-driven solutions, and articulate value to stakeholders across US and European markets.

Key Responsibilities

Banking Domain Solution Consulting

Engage with banking clients to understand business processes, regulatory needs, and operational challenges.

Map banking workflows (Retail, Corporate, Lending, Payments, Compliance, Risk, etc.) to product capabilities.

Provide domain-led solutioning and advisory aligned with industry standards and best practices.

Conduct workshops to assess current-state vs. future-state solution fitment.

Pre-Sales & Product Fitment

Convert customer requirements into tailored solution proposals and product demos.

Deliver compelling presentations highlighting domain value, process transformation, and ROI.

Lead technical / functional discussions focusing on banking use cases, data flows, integrations, and compliance needs.

RFP / RFI & Due Diligence Ownership

Analyze and respond to complex RFPs / RFIs from banks and financial institutions.

Collaborate with product, engineering, and domain SMEs to provide accurate, competitive responses.

Own functional, domain, and technical solution write-ups.

Product Demonstrations

Build banking-domain-based demo scenarios, scripts, and customer-specific flows.

Demonstrate end-to-end banking lifecycle processes using the product (e.g., onboarding, KYC, loan origination, credit decisioning, risk assessment, etc.).

Solution Collateral Development

Create domain-specific decks, whitepapers, POV artifacts, solution blueprints, and use-case documents.

Support sales with bid support, business case creation, and strategic solution recommendations.

Cross-Functional Collaboration

Work closely with Product Management to share banking-specific feature needs.

Partner with Engineering for integrations, regulatory clarifications, and solution feasibility.

Assist Sales teams with deal strategies tailored to banking personas (CIO, COO, CRO, Head of Operations, etc.)

Market & Competitive Intelligence

Stay updated on banking trends, digital transformation initiatives, regulatory updates, and competitor offerings.

Provide domain insights to internal teams to improve positioning and product roadmap alignment.

Required Skills & Experience

Must-Have

5–12 years of experience in Banking Domain Solution Consulting + Pre-Sales (both required).

Strong understanding of Banking / BFSI processes —Retail Banking, Corporate Banking, Lending, KYC / AML, Risk, Payments, Compliance, etc.

Ability to translate banking workflows into product use cases and business value.

Experience conducting banking-focused demos , workshops, discovery sessions, and solution design.

Hands-on experience in RFP / RFI responses for banking clients .

Strong communication, storytelling, and value-selling skills.

Good-to-Have

Experience in SaaS, Digital Banking, FinTech platforms, or Core Banking Systems (CBS).

Understanding of integrations with CRM, LOS, LMS, KYC, AML, Risk Scoring, and third-party banking systems.

Exposure to global banking markets (U.S., Europe).

Ability to work with cross-functional global teams and time zones.