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We are seeking an experienced Pre-Sales Consultant (6–8 years) to design customized solutions and deliver compelling proposals for clients in the financial services sector. This role involves collaborating with sales, delivery, and technical teams to understand client needs, perform market and budget analysis, and ensure proposed solutions align with business objectives. The ideal candidate will have a strong consulting mindset, excellent communication skills, and experience in solution rather than hands-on development.
Job Responsibility:
Design customized solutions aligned with client business requirements and objectives
Develop and present detailed proposals highlighting solution value, capabilities, and outcomes
Conduct market research and industry analysis, focusing on financial sector trends and challenges
Perform budget and cost analysis to ensure solutions are financially viable and optimized
Engage with clients to identify pain points, business needs, and technology requirements
Collaborate with sales, delivery, and technical teams to ensure alignment and smooth handover to execution
Support end‑to‑end pre-sales activities from requirement gathering to proposal submission
Stay updated on financial services trends to enhance solution relevance and competitiveness
Requirements:
6–8 years of experience in pre-sales, solution consulting, or delivery roles
Strong expertise in solution design and proposal development
Experience in market analysis and financial industry understanding
Ability to perform budget analysis and cost optimization for client solutions
Strong client-facing experience with stakeholder engagement and requirement gathering
Excellent collaboration skills with cross-functional teams
Strong communication, presentation, and documentation skills
Ability to translate business requirements into practical, scalable solutions
Nice to have:
Technical background to understand architecture and solution feasibility (no coding required)
Experience ensuring alignment between pre-sales solutions and delivery execution
Exposure to financial services domains such as banking, capital markets, or fintech
Experience working in proposal management, RFP/RFI responses
Familiarity with digital transformation or technology consulting projects