PreSales-Solution Consulting-BFSI-Mumbai-Andheri -E

Job Title: Enterprise Pre-Sales Consultant BFSI (CRM & SaaS)

Location:

Role Overview

Enterprise Pre-Sales Consultant

CXOs, business heads, IT teams, and internal stakeholders

Key Responsibilities

Pre-Sales & Solutioning

• Act as a

  techno-functional subject matter expert

  for enterprise CRM, digital engagement, analytics, and BFSI applications.
• Understand complex

  banking, lending, insurance, NBFC, and financial services workflows

  , including sales, onboarding, servicing, collections, and compliance.
• Own

  end-to-end pre-sales lifecycle

  from requirement discovery to solution positioning and deal closure.

Client Engagement & Value Consulting

• Engage with

  CXOs, business leaders, and senior IT stakeholders

  to understand strategic priorities and pain points.
• Conduct

  solution workshops, discovery sessions, and requirement-gathering meetings

  with enterprise clients.
• Articulate

  business value, ROI, and transformation impact

  of proposed solutions rather than only product features.

Demos, POCs & Storytelling

• Design and deliver

  tailored product demonstrations

  aligned to BFSI use cases and enterprise scenarios.
• Lead and execute

  Proof of Concepts (POCs)

  , pilots, and solution validations.
• Create compelling

  solution storytelling and presentations

  aligned with customer personas and buying committees.

RFP / RFI / Bid Management

• Own and manage

  RFP, RFI, and RFQ responses

  for large enterprise and BFSI accounts.
• Collaborate with cross-functional teams to build

  solution documents, architecture diagrams, and effort estimations

  .
• Ensure proposals are

  commercially viable, compliant, and aligned

  with client requirements and regulatory needs.

Internal Collaboration

• Work closely with

  Sales, Product, Marketing, Engineering, and Delivery

  teams to design customer-centric solutions.
• Provide continuous feedback to Product teams on

  market gaps, customer needs, and enhancement opportunities

  .
• Support sales teams in

  deal strategy, objection handling, and competitive positioning

  .

Required Skills & Experience

Domain & Functional Expertise

• Strong experience in

  Pre-Sales / Solution Consulting / Enterprise Consulting

  roles.
• Proven exposure to

  BFSI domain

  (Banking, Insurance, NBFC, FinTech, Financial Services).
• Hands-on experience with

  CRM platforms, SaaS solutions, or enterprise applications

  .

Technical & Analytical Skills

• Ability to translate business problems into

  scalable technical solutions

  .
• Strong understanding of

  enterprise architecture, integrations, data flows, and security considerations

  .
• Excellent analytical, problem-solving, and stakeholder management capabilities.

Communication & Presentation

• Exceptional

  communication, presentation, and storytelling skills

  .
• Comfortable presenting to

  senior leadership and CXO-level stakeholders

  .
• Ability to simplify complex concepts for both technical and non-technical audiences.

Preferred Qualifications

• Bachelor’s degree in

  Engineering (B.Tech/B.E.) or equivalent

  .
• Experience working with

  large enterprise sales cycles and high-value deals

  .
• Prior exposure to

  regulated environments and compliance-driven projects

  is a strong plus.

Why Join Us?

• Opportunity to work on

  large-scale enterprise BFSI transformations

  .
• High visibility role with direct interaction with

  senior customers and leadership

  .
• Dynamic environment combining

  strategy, technology, and business consulting

  .