Presales Consultant Lending

Intellect Design Arena Ltd; Mumbai; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

A leading software and financial services company in Mumbai is seeking a Pre-Sales Consultant with strong Lending Domain expertise. The candidate will engage with lending institutions to translate their needs into tailored solutions. Responsibilities include high-level solution consulting, responding to RFPs, and conducting workshops. Ideal candidates will have 5–12 years in the lending domain, with excellent communication and project management skills. This full-time position offers opportunities for growth and engagement in a dynamic environment.

Qualifications

• 5–12 years of experience in Lending Domain Solution Consulting and Pre-Sales.
• Strong understanding of lending processes and workflows.
• Experience delivering lending-focused demos and workshops.

Responsibilities

• Engage with lending institutions to understand their requirements.
• Translate customer needs into tailored product demonstrations.
• Create lending-focused solution proposals and value presentations.

Skills

Lending Domain Solution Consulting

Pre-Sales Experience

Credit Underwriting

Compliance Standards

Project Management

Tools

CRM Software

Digital Lending Platforms

KYC/AML Systems

Job description

Location: Chennai / Mumbai

Employment Type: Full‑time

About the Role

We are looking for an experienced Pre‑Sales Consultant with strong Lending Domain & Solution Consulting expertise. This role requires hands‑on experience in lending operations, workflows, risk assessment, credit decisioning, and digital lending platforms — not just generic pre‑sales experience.

The ideal candidate must be able to deeply understand the end‑to‑end lending lifecycle, translate lender business needs into product‑led solutions, and articulate value to stakeholders across US and European lending markets.

Key Responsibilities

Lending Domain Solution Consulting

• Engage with lending institutions to understand business workflows, credit policies, underwriting processes, and regulatory requirements.
• Map lending workflows (Retail Lending, SME/MSME Lending, Commercial/Corporate Lending, Consumer Loans, BNPL, Mortgage, etc.) to product capabilities.
• Provide domain‑led solution advisory aligned with lending industry best practices and compliance standards.
• Conduct workshops to assess current‑state vs. future‑state lending transformation opportunities.

Pre‑Sales & Product Fitment

• Translate customer lending requirements into tailored product demonstrations and solution proposals.
• Deliver compelling presentations detailing lending value propositions, process improvements, and ROI impact.
• Lead technical/functional discussions focusing on lending use cases, credit decisioning, data flows, scoring models, integrations, and compliance.
• Analyze and respond to RFPs/RFIs from banks, NBFCs, digital lenders, and financial institutions.
• Collaborate with product, credit policy SMEs, and engineering to craft accurate and competitive responses.
• Own lending solution write‑ups including functional, technical, and domain components.

Product Demonstrations

• Build customized demo scenarios and scripts around lending workflows such as:
• Digital onboarding & KYC
• Loan origination
• Document verification
• Loan servicing & collections
• Regulatory compliance (KYC/AML, risk checks)
• Demonstrate end‑to‑end lending lifecycle processes using the product.
• Create lending‑focused decks, whitepapers, POV documents, solution blueprints, and use‑case write‑ups.
• Support sales with business case creation, competitor differentiation, and value‑based selling.

Cross‑Functional Collaboration

• Work with Product Management to influence lending‑specific feature enhancements and roadmap priorities.
• Partner with Engineering on integrations (LOS, LMS, CBS, KYC/AML, credit bureaus, fraud systems).
• Assist Sales with deal strategies for lending stakeholders (Chief Credit Officer, Head of Lending, Risk Head, COO, etc.).
• Track lending trends including digital lending adoption, embedded finance, regulatory changes, credit analytics, fraud/risk models, and competitor platforms.
• Share domain insights to improve solution positioning and help shape product evolution.

Required Skills & Experience

Must‑Have

• 5–12 years of experience in Lending Domain Solution Consulting + Pre‑Sales (both required).
• Strong understanding of lending/BFSI processes: Retail Loans, SME/MSME Loans, Commercial Lending, Mortgage, BNPL, Credit Underwriting, KYC/AML, Risk, Collections, Compliance.
• Ability to convert lending workflows into product‑led use cases and tangible business value.
• Experience delivering lending‑focused demos, workshops, discovery sessions, and solution design.
• Strong track record in responding to lending‑specific RFPs/RFIs.
• Excellent communication, storytelling, and value‑selling capabilities.

Good‑to‑Have

• Experience with Lending SaaS platforms, LOS, LMS, Digital Lending Systems, or Core Banking integrations.
• Understanding of integrations with CRM, credit bureaus, KYC/AML systems, scoring engines, fraud detection tools.
• Exposure to lending markets in U.S. and Europe.
• Experience working with cross‑functional global teams and distributed time zones.

Seniority Level

• Mid‑Senior level

Employment Type

• Full‑time

Job Function

• Product Management and Business Development

Industries

• Software Development and Financial Services