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Capital Market – Presales (Solution Design)

Capital Market – Presales (Solution Design)

Guidance Groove

12 years

24 - 33 Lacs

Delhi India

Posted:2 months ago| Platform:

Apply

Skills Required

design drive strategy pricing engagement management collaboration strategies support development leadership mentoring technology consulting security onboarding data reconciliation payments reporting workflow automation ai communication presentation word powerpoint excel visio

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title:

Capital Market – Presales (Solution Design)

Job Level (JL):

JL6A/B

Designation:

Lead Consultant / Principal Consultant

Location:

Bangalore / Gurgaon (Delhi NCR)

Shift:

Day (Should be flexible based on business need)

Travel:

Open to domestic & international travel at short notice

Key Responsibilities

Lead Presales Efforts: Drive RFP/RFI responses including solution strategy, win themes, transformation approach, and pricing alignment.
Client Engagement: Participate in scope definition, due diligence workshops, orals, and proposal defense meetings.
Solutioning: Design BPM solutions tailored to client needs in Capital Markets operations – including Asset Management, Wealth Management, Brokerage, Custody, or Private Equity domains.
Collaboration: Work closely with sales, account, and delivery teams to develop client-centric proposals.
Go-To-Market (GTM): Develop and execute GTM strategies with global sales teams; support proactive proposal development.
Thought Leadership: Create industry whitepapers, Points of View (PoV), and solution collaterals to support business development.
Mentoring: Train and mentor junior team members to build solutioning capabilities.

Qualifications

Education: Bachelor's degree in Commerce, Science, or Technology. MBA from a reputed institute is preferred.
Experience:

12+ years of Capital Markets operations experience
Minimum 2 years in a Pre-Sales or Solution Design role
Domain SME or consulting background preferred

Domain & Technical Skills Required

Capital Markets Value Chain & Asset Classes
Security & Trade Lifecycle
Client Onboarding, KYC, and Data Management
Trade Management (Front/Middle/Back Office)
Corporate Actions, Reconciliation, Payments
Regulatory, Shareholder & Financial Reporting
Workflow automation, RPA, IDP, Gen AI
Knowledge of capital market platforms and tools
Awareness of industry trends and digital transformation

Other Skills

Excellent communication and presentation skills
Strong analytical, relationship management, and collaboration skills
Proficiency in MS Office (Word, PowerPoint, Excel, Visio)
Passport with valid US visa is preferred

Skills: asset classes,capital markets value chain,kyc,corporate actions,capital market platforms and tools,trade management (front/middle/back office),digital transformation,financial reporting,security & trade lifecycle,ms office proficiency,workflow automation,communication skills,idp,industry trends,collaboration skills,shareholder reporting,relationship management,capital markets,pre sales,data management,client onboarding,analytical skills,sme,gen ai,solution design,rpa,reconciliation,regulatory reporting,payments

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Capital Market – Presales (Solution Design)