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Presales Consultant
Presales Consultant
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Presales Consultant

Subhashree Padhi's profile picture
Posted by Subhashree Padhi
7 - 18 yrs
₹15L - ₹25L / yr
Mumbai
Skills
BFSI
Proposal management

The Pre-Sales Consultant -BFSI will be responsible for providing functional & c to the sales team in the sales process. This includes understanding customer needs, developing functional & technical solutions, and delivering presentations/demos. 

The ideal candidate should have a strong understanding of technology solutions and be able to communicate effectively with both technical and non-technical audiences. 


Responsibilities: 

  • Work closely with the sales team to develop relevant solutions and pitches for prospects 
  • Own the entire proposal development process/execution 
  • Deliver well-structured and high-quality proposals with strong solutioning in a timely manner 
  • Coordinate with Sales in an efficient manner 
  • Understand client requirements, address their queries, walk them through the proposed solution, and help Sales close the deal 
  • Keep a tab on the solutions out in the market in the BFSI sector, client's key business challenges and unmet needs, identify and help develop solutions to cater to those needs 
  • Actively working on creating case studies and collaterals for the sales team 
  • Review and improve the existing collateral materials; get the repository tagged and organized 
  • Proactively collaborate with Sales and technology team to develop more materials based on the expected business pipeline 
  • Assisting the pre-sales team lead in effectively coordinating between operations and sales team in order to ensure in-time support for pre-sales activities 
  • Get all the pre-sales activities streamlined and organized across the practice areas, set- up SLAs and process flows, and track compliance 
  • Take measures to improve the quality of proposals; set-up a process to collect feedback from Sales 

 

Experience: 7+ Years 

 

Competencies required -  

  • Excellent communication (both written and oral) skills 
  • Must have excellent pre-sales and solutioning skills. 
  • Required to understand fairly unstructured requirements from the client and create related SoW and proposals 
  • Skills in storyboarding, problem solving, and insights generation are must. 
  • Proven client engagement skills and adept at sharing insights and recommendations that have tangible business impacts 
  • Ability to engage with leading BFSI clients independently and lead discussions to win and execute engagements 
  • Strong sector expertise – extensive research (market intelligence) experience in the BFSI domain 
  • Domain knowledge in anyone of the following is required - Retail Banking, Corporate banking, Lending and Wealth management. 
  • Technology knowledge in one or more of the following is desired – Mobile frontend technologies, ESB, Middleware, Cloud technologies and Dev
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About Taiyo

Founded :
2024
Type :
Services
Size
Stage :
Profitable

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