Pre sales - Banking

WorkGeek Services; Mumbai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

A technology services company in Mumbai is seeking a Pre-Sales / Business Solutions Consultant to support enterprise sales through requirement discovery, solutioning, product demonstrations, and RFP support. The ideal candidate should have 3–6 years of experience in relevant roles and a strong understanding of BFSI and fintech products. Key responsibilities include participating in client meetings, conducting tailored product demos, and collaborating with various teams to ensure effective solutions.

Qualifications

• 3–6 years of experience in Pre-Sales, Business Solutions, Solution Consulting, or Business Analysis roles.
• Exposure to BFSI / Fintech / SaaS / Transaction Banking domains.
• Ability to understand technical concepts and present them in business-friendly language.

Responsibilities

• Understand client business models, transaction flows, and operational requirements.
• Participate in client meetings, discovery sessions, and solution discussions.
• Conduct tailored product demos aligned to client use-cases.
• Support preparation of RFP, RFI, and proposal responses.

Skills

Strong conceptual understanding

Communication skills

Presentation skills

Documentation skills

Job description

We are looking for a Pre-Sales / Business Solutions Consultant to support enterprise sales

across our transaction banking, trust, payments, and treasury platforms.

The role involves requirement discovery, solutioning, product demos, and RFP support.

acting as a bridge between Sales, Product, and Technology teams.

The ideal candidate should have strong conceptual understanding of BFSI / fintech products and the ability to translate client business needs into scalable platform-based solutions.

Key Responsibilities

• Understand client business models, transaction flows, and operational requirements
• Map requirements to existing platform capabilities and propose optimal solutions
• Identify gaps, dependencies, and configuration/customisation needs

Client Engagement & Discovery

• Participate in client meetings, discovery sessions, and solution discussions
• Act as solution SPOC during the pre-sales lifecycle
• Support sales teams in positioning products effectively

Product Demonstrations & Use-Case Walkthroughs

• Conduct tailored product demos aligned to client use-cases
• Prepare demo flows, presentations, and solution notes
• Support sandbox, PoC, and integration discussions

RFP / RFI / Proposal Support

• Support preparation of RFP, RFI, and proposal responses
• Draft solution overviews, process flows, and capability mappings
• Coordinate with product, tech, and compliance teams for inputs

Internal Collaboration

• Work closely with Product, Tech, and Implementation teams
• Provide structured feedback from prospects and clients to product teams

Preferred Product Knowledge / Exposure

The candidate should have working knowledge or exposure to a few (not necessarily all) of the following product areas:

Transaction Banking & Platforms

• Corporate Internet Banking (CIB)
• Escrow & Trust Account solutions
• NACH (SB / Corporate / mNACH)
• RERA-linked payment and compliance workflows
• TRA (Trust & Retention Account) platforms
• Commercial Cards
• Cash Management Services (CMS)

Trust, Payments & Treasury

• Treasury Management Systems (TMS)
• Payouts & Collections including:
  • UPI AutoPay
  • NACH / mNACH
  • BBPS
  • Payment Gateway integrations
  • Virtual Accounts / DLC
• Lending infrastructure (Co-lending, SCF)

Note: Deep expertise in all modules is not expected. Strong conceptual understanding and

solutioning capability are key.

Required Skills & Experience

• 3–6 years of experience in Pre-Sales, Business Solutions, Solution Consulting, or Business Analysis roles
• Exposure to BFSI / Fintech / SaaS / Transaction Banking domains
• Ability to understand technical concepts and present them in business-friendly language
• Strong communication, presentation, and documentation skills
• Experience working with enterprise clients and senior stakeholders

Good to Have

• Experience with banks, NBFCs, fintechs, or large corporates
• Familiarity with APIs, integrations, and basic system architecture
• Exposure to RFPs, solution decks, and proposal documentation