CRM Solution Consultant, Financial Services Industry

Overview

As a Solution Consultant for the India BFSI sector, you will play a pivotal role in helping banks, insurance companies, and financial institutions transform customer engagement and operational efficiency through innovative CRM solutions. You will partner with Sales, Product Management, and Executive Leadership to deliver technical expertise and strategic guidance throughout the sales cycle. This role requires a deep understanding of India s BFSI priorities, compliance requirements, and digital transformation initiatives.

What You ll Do

As a BFSI Solution Consultant, you will leverage your technical and domain expertise to develop, position, and deliver product-specific solutions during sales engagements, while supporting quarterly and annual sales objectives for your territory.

Key responsibilities include:

• Partner with Sales as a trusted technical advisor and domain expert to support CRM solution sales for banks, NBFCs, and insurance providers.
• Lead discovery workshops tailored to BFSI needs, uncovering challenges such as customer onboarding, regulatory compliance, fraud prevention, and omnichannel engagement.
• Deliver compelling product demonstrations that showcase how our solutions align with RBI guidelines, IRDAI frameworks, and India s digital banking initiatives.
• Respond to technical and product-related inquiries from BFSI customers, partners, and internal teams, ensuring alignment with data privacy laws and compliance standards like RBI, IRDAI, and SEBI regulations.
• Collaborate with Product Management to provide feedback on enhancements that address unique BFSI needs, such as secure transactions, KYC automation, and AI-driven personalization.
• Share best practices and reusable assets with peers to improve team efficiency and effectiveness in BFSI-focused engagements.
• Stay informed on competitive landscape and regulatory changes, including RBI circulars, IRDAI guidelines, and emerging fintech trends.
• Represent the company at BFSI events, including banking forums, fintech conferences, and industry trade shows.

What We re Looking For

To succeed in this role, you should bring:

• CRM Expertise:

  Deep hands-on experience in CRM and customer experience, with strong knowledge of service, sales, lead & opportunity management.

• AI Integration Mindset:

  Ability to leverage or critically evaluate AI in workflows, decision-making, and problem-solving within CRM contexts for BFSI use cases.

• BFSI Experience:

  Proven track record engaging with banks, insurance companies, NBFCs, or fintech projects in India.

• Regulatory Knowledge:

  Familiarity with RBI, IRDAI, SEBI guidelines, and India s data privacy regulations.

• Communication Skills:

  Exceptional ability to translate complex technical concepts into clear, business-oriented language for senior BFSI stakeholders.

• Analytical & Problem-Solving Skills:

  Innovative thinker with a focus on process improvement and delivering customer-centric value.

• Collaboration:

  Proven ability to work effectively in cross-functional, global teams.

• Experience:

  • 7+ years in pre-sales solution consulting or sales engineering.
  • Proficiency with ServiceNow or similar cloud-based platforms.
  • Experience working with Product Management, Marketing, Partners, and Professional Services.

• Territory Management:

  Skilled in pipeline building and partnering with Sales to drive execution excellence.

• Flexibility:

  Willingness to travel as needed.