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Presales Consultant
Insurancetech company

Presales Consultant at Insurancetech company · Mumbai · 2 - 6 years · ₹5L - ₹11L / yr · Posted 25 Nov 2024

Rapsys Technologies's logo

Presales Consultant

at Insurancetech company

Agency job
2 - 6 yrs
₹5L - ₹11L / yr
Mumbai
Skills
Presales
Insurance
RFP
techno functional
sales support,
RPI
Life insurance

Position: Presales Consultant

Location: Andheri, Mumbai (May involve travel or client site placements)

Experience: 2-5 years

CTC: Up to 11 LPA

About the Role:

We’re seeking a Presales Consultant with a strong background in the insurance domain to support our sales team. You’ll play a critical role in demonstrating our solutions, managing the bid process, and collaborating with clients to understand their needs and craft tailored proposals.

Key Responsibilities:

  • Support the sales team through the entire sales journey and lead qualification.
  • Conduct product demos and participate in client discussions on functional and technical solutions.
  • Lead proof-of-concept workshops with customers and partners.
  • Design compelling business proposals, RFPs/RFIs, and cost estimations.
  • Serve as a subject matter expert on the C2L BIZ suite of solutions.

What We’re Looking For:

  • 2-5 years of experience in the insurance industry (Life or General Insurance).
  • Ability to understand technical product specifications and work with tech teams.
  • Great communication skills and proficiency in Microsoft Office.
  • Male candidates only, due to field visit requirements.
  • Educational Qualification: BE/MBA/MMS/PGDBA with first class throughout academics.

Why Join Us?

  • Work with senior architects on transformative solutions.
  • Opportunity to grow through certifications (e.g., FLMI, ALMI).
  • Exposure to global insurance markets and best practices.


Read more
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Analytical and detail-oriented.

Proactive and willing to take ownership of tasks.

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Able to learn quickly in a fast-paced environment.

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Requirement Gathering

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Strong Written & Verbal Communication

Analytical & Problem-Solving Skills

Ability to understand AI and software concepts

Technology Exposure


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Fast-paced and collaborative work environment.

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 Coordinate with underwriting, placement, claims, servicing, and operations teams for

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 Customer Satisfaction & Service Excellence


Qualifications

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience

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 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry preferred.


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 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

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Business Development & Revenue Growth


 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue

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 Identify new business opportunities, emerging market segments, and growth areas

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Consultative Sales & Risk Advisory


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Owners to understand business risks and insurance requirements.

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solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy

structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

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 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

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Cyber Liability, Product Liability, etc.)

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Business Operations & Stakeholder Management;


 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy

portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and

bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and

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Read more
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Company Name - Savex Technologies Pvt. Ltd.


Company details

Savex Technologies Pvt ltd is the 3rd largest Information and communication technology distributor in India for diverse Business sectors. They provide services like Consulting and Technical Support, Demo Lab and testing, Marketplace fulfillment services, Financial Services, Reverse Logistics & warranty Management services, Supply Services, Online Store Services. They are leading players in the IT Infrastructure, Network Solutions, Security Solutions and Cybersecurity solutions domain.

Its a seasoned company operating for the last 35 years


Location - Bangalore

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Days of Working - 6 days a week(1st and 2nd Saturday is off;  remaining Saturdays are Half day working)


Responsibilities

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Key Responsibilities

  • Provide technical expertise for the Networking and Cybersecurity Products portfolio to partners and customers.
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  • Enable partners through technical workshops, training sessions, and enablement programs.
  • Assist in developing technical proposals, RFP responses, and solution documentation.
  • Work closely with OEM technical teams to keep up to date with product features and roadmaps.
  • Support partners in articulating technical value propositions to customers.
  • Represent Trellix in partner forums, events, and regional engagements to strengthen brand visibility.



Skills Needed

Qualification: 

• Bachelor’s degree in Engineering (BE) or similar degree is a must; MBA preferred.


Key Skills & Experience

  • Experience: Minimum 5+ years of experience of direct or end-customer sales in the Networking and Security segment
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Read more
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About the Role

We are looking for a proactive and technology-focused Junior Presales Executive to support our business growth initiatives. The ideal candidate should have a strong understanding of modern IT technologies and possess excellent communication and presentation skills to engage with customers, understand business requirements, and demonstrate technology solutions.

This role involves interacting with clients, conducting solution presentations, participating in customer visits, and supporting the sales team in preparing technical proposals and demonstrations.

Key Responsibilities

  • Participate in customer meetings and requirement-gathering sessions.
  • Conduct technology demonstrations, solution showcases, and presentations for prospective clients.
  • Assist in preparing proposals, solution documents, RFP/RFI responses, and statements of work.
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  • Support sales teams during client engagements and business discussions.
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  • Maintain knowledge of emerging technologies and industry trends.
  • Build relationships with customers and act as a trusted technology advisor during presales engagements.
  • Coordinate with internal delivery teams to ensure proposed solutions align with customer requirements.

Required Skills

Technical Knowledge

Good understanding of one or more of the following:

  • Microsoft 365
  • Azure Cloud Services
  • Cybersecurity & Compliance Solutions
  • Networking Fundamentals
  • Endpoint Management (Intune)
  • Microsoft Defender
  • SharePoint Online
  • Power Platform
  • SaaS and Cloud Technologies
  • IT Infrastructure and Managed Services

Soft Skills

  • Excellent verbal and written communication skills.
  • Strong presentation and public speaking abilities.
  • Customer-focused mindset.
  • Professional appearance and business etiquette.
  • Ability to explain technical concepts to non-technical audiences.
  • Willingness to travel for customer meetings and technology events.

Qualifications

  • Bachelor's degree in Information Technology, Computer Science, Engineering, or related field.
  • 1-3 years of experience in Presales, IT Sales Support, Technical Consulting, or Solution Demonstration roles.
  • Freshers with excellent technology knowledge and communication skills may also be considered.

What We Offer

  • Exposure to cutting-edge technologies in Cloud, AI, Cybersecurity, and Digital Transformation.
  • Opportunity to engage with enterprise customers across various industries.
  • Career growth into Senior Presales, Solution Consulting, or Business Development roles.
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Preferred Attributes

  • Confident in customer-facing situations.
  • Passionate about technology and innovation.
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Note: Candidates should be willing to commit to a minimum of 2 years of service after successful completion of probation, ensuring long-term career growth and mutual success.

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Anwesha GuhaRoy
Posted by Anwesha GuhaRoy
Bengaluru (Bangalore)
3 - 8 yrs
₹15L - ₹26L / yr
Presales
Solution architecture
skill iconAmazon Web Services (AWS)
Google Cloud Platform (GCP)

Presales Engineer – Cloud & AI — Comprinno, Bangalore (3–5 yrs experience)


Role: Bridges Sales, Solution Architects, Data & AI, and Delivery teams — shaping technical solutions, driving discovery conversations, and translating customer needs into cloud/AI architectures.


Core responsibilities:

  • Customer discovery workshops, cloud assessments, and migration readiness evaluations
  • Cloud transformation consulting (migration, modernization, DevOps, security, DR) using AWS frameworks (MAP, WAFR, FTR)
  • AI/GenAI solution consulting — identifying use cases for GenAI, AI Assistants, Agentic AI, conversational AI
  • Building technical proposals, architecture diagrams, SOWs, RFP/RFI responses
  • Supporting PoCs, demos, and technical validations
  • Customer-facing engagement, thought leadership (blogs, webinars, case studies)
  • Maintaining reusable presales assets and knowledge repositories
  • Travel for customer meetings/workshops as needed


Must-have qualifications:

  • Bachelor's in CS/IT/Engineering or related
  • Strong AWS knowledge (compute, networking, storage, security, databases)
  • Kubernetes, containerization, cloud-native architecture, DevOps, IaC (Terraform/CloudFormation)
  • GenAI concepts: LLMs, prompt engineering, RAG, AI assistants, Agentic AI
  • Familiarity with Bedrock, SageMaker, Amazon Q; LangChain, LangGraph, CrewAI, OpenAI/Anthropic APIs
  • AWS Solutions Architect – Associate Certification (mandatory)
  • Strong communication/stakeholder management


Nice-to-have: AWS specialty certs (Security, ML, Networking, DevOps Pro), compliance knowledge (ISO 27001, SOC 2, HIPAA), MBA, published thought leadership.

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