Principal Consultant - Presales / Solution Design - Capital Markets

Job Title : Principal Consultant Capital Markets (Pre-Sales / Solution Design)

Location : Bangalore or Gurgaon / NCR

Experience : 12+ years

Work Shift : Day (Flexible considering Solution Design role)

About the Role

We are seeking an experienced Principal Consultant with deep expertise in Capital Markets Operations and strong pre-sales / solution design experience.

The ideal candidate will be a domain expert (SME) capable of leading solution pursuits, defining strategies, and delivering impactful client presentations.

Key Lead RFP / RFI pursuits : Develop solution strategy, win themes, pitches, and transformation approaches for tech-enabled operations (BPM).

• Participate in scope definition, due diligence workshops, and oral presentations with prospective clients.
• Collaborate with Sales, Account, and Delivery teams to craft winning solutions.
• Prepare and present solution walkthroughs, proof-of-concepts, and proposal defenses.
• Develop go-to-market strategies : Work with Sales teams across geographies to identify opportunities and propose winning solutions.
• Create financial services collaterals, whitepapers, and point-of-view documents.
• Mentor and train junior team members to enhance capabilities.
• Open to domestic and international travel at short notice.

Key Qualifications & Bachelors Degree in Commerce / Science / Technology.

MBA from reputed B-Schools is desirable.

Experience : 12+ years in Capital Markets Operations (Asset Management, Wealth Management, Broker-Dealer, Custody, or Private Equity) with a minimum of 2 years in Pre-Sales or Solution Design.

Proven experience as a domain expert or SME in Capital Markets.

Domain & Technical knowledge of Capital Markets value chain, operations, and asset classes.

Strong understanding of security and trade life cycles, including :

Familiarity with platforms and technologies used in Capital Markets.

Strong knowledge of Digital Transformation tools : Workflow, RPA, Data, IDP, Gen AI.

Awareness of industry trends in the Capital Markets space.

Other verbal and written communication.

Strong relationship-building, analytical, and presentation skills.

Proficient in MS Office (Word, Excel, PowerPoint, Visio).

Passport with valid US visa preferred.

(ref : iimjobs.com)