Pre sales - Banking

** - Pre-Sales & Client Solutioning - Understand client business models, transaction flows, and operational requirements - Map requirements to existing platform capabilities and propose optimal solutions - Identify gaps, dependencies, and configuration/customization needs - Client Engagement & Discovery - Participate in client meetings, discovery sessions, and solution discussions - Act as solution SPOC during the pre-sales lifecycle - Support sales teams in positioning products effectively - Product Demonstrations & Use-Case Walkthroughs - Conduct tailored product demos aligned to client use-cases - Prepare demo flows, presentations, and solution notes - Support sandbox, PoC, and integration discussions - RFP / RFI / Proposal Support - Support preparation of RFP, RFI, and proposal responses - Draft solution overviews, process flows, and capability mappings - Coordinate with product, tech, and compliance teams for inputs - Internal Collaboration - Work closely with Product, Tech, and Implementation teams - Provide structured feedback from prospects and clients to product teams **Preferred Product Knowledge / Exposure:** The candidate should have working knowledge or exposure to some of the following product areas: - Transaction Banking & Platforms - Corporate Internet Banking (CIB) - Escrow & Trust Account solutions - NACH (SB / Corporate / mNACH) - RERA-linked payment and compliance workflows - TRA (Trust & Retention Account) platforms - Commercial Cards - Cash Management Services (CMS) - Trust, Payments & Treasury - Treasury Management Systems (TMS) - Payouts & Collections including UPI AutoPay, NACH / mNACH, BBPS, Payment Gateway integrations, Virtual Accounts / DLC - Reconciliation & MIS platforms - Lending infrastructure (Co-lending, SCF) - Digital documentation workflows - Verification & Validation APIs (e.g., Bank Account Verification BAV) Note: Deep expertise in all modules is not expected. Strong conceptual understanding and solutioning capability are key. **Required Skills & Experience:** - 36 years of experience in Pre-Sales, Business Solutions, Solution Consulting, or Business Analysis roles - Exposure to BFSI / Fintech / SaaS / Transaction Banking domains - Ability to understand technical concepts and present them in a business-friendly language - Strong communication, presentation, and documentation skills - Experience working with enterprise clients and senior stakeholders **Good to Have:** - Experience with banks, NBFCs, fintechs, or large corporates - Familiarity with APIs, integrations, and basic system architecture - Exposure to RFPs, solution decks, and proposal documentation Please note that the budget for this role is 13lpa. You are a Pre-Sales / Business Solutions Consultant responsible for supporting enterprise sales across transaction banking, trust, payments, and treasury platforms. Your role involves requirement discovery, solutioning, product demos, and RFP support, acting as a bridge between Sales, Product, and Technology teams. You should have a strong conceptual understanding of BFSI / fintech products and the ability to translate client business needs into scalable platform-based solutions. **

** - Pre-Sales & Client Solutioning - Understand client business models, transaction flows, and operational requirements - Map requirements to existing platform capabilities and propose optimal solutions - Identify gaps, dependencies, and configuration/customization needs - Client Engagement & Discovery - Participate in client meetings, discovery sessions, and solution discussions - Act as solution SPOC during the pre-sales lifecycle - Support sales teams in positioning products effectively - Product Demonstrations & Use-Case Walkthroughs - Conduct tailored product demos aligned to client use-cases - Prepare demo flows, presentations, and solution notes - Support sandbox, PoC, and integration discussions - RFP / RFI / Proposal Support - Support preparation of RFP, RFI, and proposal responses - Draft solution overviews, process flows, and capability mappings - Coordinate with product, tech, and compliance teams for inputs - Internal Collaboration - Work closely with Product, Tech, and Implementation teams - Provide structured feedback from prospects and clients to product teams **Preferred Product Knowledge / Exposure:** The candidate should have working knowledge or exposure to some of the foll