Presales Manager – BFSI/DMS

Job Title: Presales Manager – BFSI/DMS

Education: Bachelor's degree in Engineering / IT / Computer Science. MBA (Marketing/IT) preferred.

Experience: 8 Years

Location: Mumbai (Remote)

About the Role: We are looking for an experienced Presales Manager – BFSI & DMS to drive solution consulting, bid management, and technical sales support for Banking, Financial Services, and Insurance clients. The ideal candidate should have strong experience in enterprise IT solutions, BFSI domain, RFP/RFI/RFQ management, solution design, and customer engagement. The role will act as a bridge between sales, technology, and delivery teams to create winning solutions and support successful deal closures.

Responsibilities:

• Lead presales activities for BFSI customers including banks, insurance companies, NBFCs, and financial institutions.
• Understand customer requirements and design end-to-end technology solutions.
• Analyze RFPs/RFIs/RFQs and prepare compliance matrices, technical proposals, and solution documents.
• Develop solution architecture, presentations, effort estimates, BOM/BOQ, and costing inputs.
• Conduct customer presentations, product demonstrations, workshops, and POCs.
• Support sales teams in client meetings, solution discussions, and negotiations.
• Collaborate with OEMs, technology partners, and internal teams for solution alignment.
• Ensure smooth transition of projects from presales to delivery.

Requirements:

• 8+ years of experience in IT Presales / Solution Consulting.
• Strong BFSI domain experience with exposure to banking, insurance, or financial services clients.
• Experience in handling enterprise RFP/RFI/RFQ responses and large solution bids.
• Good understanding of digital transformation, DMS, workflow automation and enterprise applications.
• Strong solution design, documentation, presentation, and stakeholder management skills.
• Commercial understanding of pricing, solution positioning, and competitive analysis.
• Experience working with large BFSI organizations and IT services/system integration companies.
• Strong customer-facing presales professional with excellent communication skills.
• Ability to independently manage opportunities from requirement gathering to proposal submission.
• Experience in creating impactful solution proposals and supporting business closures.