Presales Consultant-Banking(Remote) Job Solutions

4.0 - 7.0 years

18 - 22 Lacs

Ahmedabad

Remote

Work on presales engagements as part of a cross-cultural team across regions. Do product presentation to qualify leads and opportunities and drive towards closure. Analyse and Qualify RFXs- (RFP, RFQ and RFI) Requests Participate in conference calls with customers along with sales team to understand the requirements Act as subject matter expert to map requirements with product features. Understand the scope of work stated in these RFXs, identify potential risk etc and work closely with technology and solution teams to build the solution Help with customer research, understand the customer challenges and map the value proposition Present the solution or value proposition to the customer Create Capability presentations/sales pitch for sales team for sales meetings Work closely with the sales and technology teams to create sales pitch, define entry strategy, door openers etc. Orchestrate and manage client visits- define the value themes and propositions based on the client needs Create and manage content and repository reusable content, case studies, standard sales /capability presentation Create solution documentation alongside of a Statement of Work as part of the transition from Sales/Presales to Delivery

Posted 3 days ago

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Operational Executive - CKYC Crown Worldwide

3.0 - 5.0 years

3 - 5 Lacs

Navi Mumbai

Work from Office

Crown provides Digital CKYC Technology Platform to scan, store and retrieve KYC information of all customers of banking & financial services clients, that seamlessly links to all banking & loan management systems. Key Responsibilities: Collect, verify, and validate KYC documents as per CKYC norms. Upload KYC records to the CERSAI portal in the prescribed format. Monitor and track CKYC uploads, rejections, and acknowledgments. Rectify and resubmit rejected records within the stipulated timelines. Maintain accurate and up-to-date records of all CKYC submissions. Coordinate with internal departments (Operations, IT, Compliance) for data accuracy and process improvements. Ensure adherence to RBI and SEBI guidelines related to KYC and CKYC. Generate periodic reports and MIS for internal and regulatory review. Assist in audits and inspections related to KYC compliance. Required Qualifications: Bachelors degree in Commerce, Finance, or a related field. 13 years of experience in KYC/CKYC operations in a financial institution or KRA. Familiarity with CERSAI portal and CKYC file formats (XML, etc.). Knowledge of regulatory guidelines from RBI, SEBI, and other financial regulators. Proficiency in MS Excel and data handling tools.

Posted 2 weeks ago

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