Presales Consultant

Pre-Sales Specialist / Pre-Sales Consultant – Banking Domain Solutions

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About the Role

Pre-Sales Consultant with strong Banking Domain & Solution Consulting expertise

Key Responsibilities

Banking Domain Solution Consulting

• Engage with banking clients to understand business processes, regulatory needs, and operational challenges.
• Map banking workflows (Retail, Corporate, Lending, Payments, Compliance, Risk, etc.) to product capabilities.
• Provide domain-led solutioning and advisory aligned with industry standards and best practices.
• Conduct workshops to assess current-state vs. future-state solution fitment.

Pre-Sales & Product Fitment

• Convert customer requirements into tailored solution proposals and product demos.
• Deliver compelling presentations highlighting domain value, process transformation, and ROI.
• Lead technical/functional discussions focusing on banking use cases, data flows, integrations, and compliance needs.

RFP/RFI & Due Diligence Ownership

• Analyze and respond to complex RFPs/RFIs from banks and financial institutions.
• Collaborate with product, engineering, and domain SMEs to provide accurate, competitive responses.
• Own functional, domain, and technical solution write-ups.

Product Demonstrations

• Build banking-domain-based demo scenarios, scripts, and customer-specific flows.
• Demonstrate end-to-end banking lifecycle processes using the product (e.g., onboarding, KYC, loan origination, credit decisioning, risk assessment, etc.).

Solution Collateral Development

• Create domain-specific decks, whitepapers, POV artifacts, solution blueprints, and use-case documents.
• Support sales with bid support, business case creation, and strategic solution recommendations.

Cross-Functional Collaboration

• Work closely with Product Management to share banking-specific feature needs.
• Partner with Engineering for integrations, regulatory clarifications, and solution feasibility.
• Assist Sales teams with deal strategies tailored to banking personas (CIO, COO, CRO, Head of Operations, etc.)

Market & Competitive Intelligence

• Stay updated on banking trends, digital transformation initiatives, regulatory updates, and competitor offerings.
• Provide domain insights to internal teams to improve positioning and product roadmap alignment.

Required Skills & Experience

Must-Have

• 5–12 years of experience in Banking Domain Solution Consulting + Pre-Sales

  (both required).
• Strong understanding of

  Banking/BFSI processes

  —Retail Banking, Corporate Banking, Lending, KYC/AML, Risk, Payments, Compliance, etc.
• Ability to translate banking workflows into product use cases and business value.
• Experience conducting

  banking-focused demos

  , workshops, discovery sessions, and solution design.
• Hands-on experience in

  RFP/RFI responses for banking clients

  .
• Strong communication, storytelling, and value-selling skills.

Good-to-Have

• Experience in SaaS, Digital Banking, FinTech platforms, or Core Banking Systems (CBS).
• Understanding of integrations with CRM, LOS, LMS, KYC, AML, Risk Scoring, and third-party banking systems.
• Exposure to global banking markets (U.S., Europe).
• Ability to work with cross-functional global teams and time zones.