Product Consultant

Softdel Systems; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Softdel Systems in Mumbai seeks a Product Solutions Specialist to drive client evaluations and pre-sales engagements. You will showcase Asset Vantage capabilities, conduct detailed demos, gather market feedback, and help prospects understand how the platform addresses business challenges.

You will collaborate with Sales, Product Management, Services, and Marketing to tailor demos and support campaigns, ensuring a compelling client experience.

Qualifications

• Deep knowledge of wealth management and family office operations.
• Experience conducting product demonstrations for prospective clients.
• Knowledge of SAAS products and wealth technology.

Responsibilities

• Conduct detailed SaaS product demonstrations for prospective clients across wealth management firms.
• Tailor demonstrations based on prospect requirements, workflows and business challenges.
• Act as product expert during discovery calls, demos, workshops and PoC engagements.
• Collaborate with Product Management to translate market feedback into roadmap inputs.
• Collaborate with Sales to improve conversion rates and customer confidence.
• Own and maintain client-ready demonstration environments.
• Continuously improve demo scenarios aligned with market trends and customer needs.
• Create and maintain interactive product walkthroughs using AI tools.
• Support campaigns, webinars, events, and product launches with Marketing.
• Capture detailed client feedback, objections and competitive insights during sales.

Skills

Wealth management knowledge

Presentation skills

Pre-Sales experience

Product demos

Storytelling ability

Client interaction

Education

CFA

MBA Finance

CA

Tools

SaaS platforms

AI demo tools

Job description

Job Roles and Responsibilities :

We are seeking a highly motivated Product Solutions Specialist to become the product expert during client evaluation and pre-sales engagements. This role will work closely with Sales, Product Management, Services, and Marketing teams to showcase Asset Vantage's capabilities, conduct detailed product demonstrations, gather market feedback, and help prospects understand how the platform addresses their business challenges.

Key Responsibilities

• Conduct detailed SaaS product demonstrations for prospective clients across family offices, wealth managers, OCIOs, RIAs, and accounting firms.
• Tailor demonstrations based on prospect requirements, workflows, and business challenges.
• Act as the product expert during discovery calls, demos, workshops, and proof-of-concept engagements.
• Collaborate with Product Management to translate market feedback into product recommendations and roadmap inputs.
• Collaborate with Sales teams throughout the sales cycle to improve conversion rates and customer confidence.
• Own and maintain client-ready demonstration environments.
• Continuously improve demo scenarios aligned with market trends and customer requirements.
• Create and maintain interactive product walkthroughs using AI - tools.
• Work closely with Marketing to support campaigns, webinars, events, and product launches.
• Capture detailed client feedback, enhancement requests, objections, and competitive insights during sales interactions.

Personality and Interpersonal Skills :

• Strong understanding of wealth management, family office operations, investment reporting, accounting, or financial services.
• Excellent presentation, communication, and storytelling skills.
• Comfortable interacting with senior executives, CIOs, Principals, CFOs, Wealth Managers, and Operations teams.

Experience:

• 4–8 years of experience in Product Management, Business Analysis, Pre-Sales, Solution Consulting, or Wealth Technology.
• Deep understanding of wealth management industry trends, technologies, and regulatory landscape, with a passion for driving positive change and disrupting the status quo.
• Knowledge and experience with SAAS products are a significant advantage.

Experience working with one or more of the following:

• Family offices
• Investment management / wealth management firms
• Private equity / Venture capital firms
• Accounting & Tax firms
• Real estate investment organizations
• Fund administrators

Knowledge of:

• Multi-entity accounting
• Alternative investments / Private equity / Hedge funds / Capital calls and distributions
• Performance reporting
• Waterfalls and carried interest
• Multi-currency accounting
• Consolidated financial reporting
• APIs and systems integration

Qualification:

• CFA, MBA Finance, or equivalent financial services background preferred.
• CA (positive to have)

Location:

Nariman Point, Mumbai