Presales Consultant

Pre-Sales Specialist / Pre-Sales Consultant Digital Banking Solutions

Location: Mumbai

Employment Type: Full-time

About the Role

We are seeking an experienced Pre-Sales Consultant with strong Digital Banking Domain & Solution Consulting expertise . This role demands hands-on experience with digital banking platforms, customer journeys, and modern banking architectures , not just generic presales exposure.

The ideal candidate will deeply understand digital banking operations and transformation initiatives , translate them into platform-led solutions , and articulate measurable business value to stakeholders across US and European markets .

Key Responsibilities

Digital Banking Domain Solution Consulting

• Engage with banks and financial institutions to understand digital banking strategies, customer journeys, regulatory needs, and operational challenges .
• Map digital banking workflows (Retail Digital Banking, Corporate Digital Banking, Digital Lending, Payments, Onboarding, Servicing, Compliance, Risk, etc.) to platform capabilities.
• Provide domain-led digital solutioning and advisory , aligned with industry standards, regulatory frameworks, and best practices.
• Conduct digital banking discovery and solution workshops to assess current-state vs. future-state platform fitment.

Pre-Sales & Solution Fitment

• Convert customer requirements into digital banking solution proposals, architectures, and demos .
• Deliver compelling presentations highlighting digital transformation value, customer experience improvements, operational efficiency, and ROI .
• Lead functional and solution discussions covering digital channels, APIs, integrations, data flows, security, and compliance .

RFP / RFI & Due Diligence Ownership

• Analyze and respond to digital banking RFPs/RFIs from banks and financial institutions.
• Collaborate with Product, Engineering, and Domain SMEs to deliver accurate, differentiated responses.
• Own functional, domain, and solution architecture write-ups for digital banking deals.

Product Demonstrations

• Design and build digital-banking-focused demo scenarios, scripts, and customer-specific journeys .
• Demonstrate end-to-end digital banking lifecycles , including:
• Digital onboarding & KYC
• Omni-channel servicing (web, mobile, assisted channels)
• Digital lending & credit decisioning
• Payments & transaction journeys
• Risk, compliance, and monitoring flows

Solution Collateral Development

• Create digital banking domain collateral : solution decks, POVs, whitepapers, journey maps, and use-case documents.
• Support sales teams with business case creation, value articulation, and deal-specific solution strategies .

Cross-Functional Collaboration

• Work closely with Product Management to share digital banking feature gaps, market needs, and roadmap inputs.
• Partner with Engineering on integrations, cloud deployment models, security, regulatory clarifications, and feasibility.
• Support Sales teams with persona-based solution positioning for CIOs, COOs, Heads of Digital Banking, CX, Risk, and Operations.

Market & Competitive Intelligence

• Stay current with digital banking trends , platform modernization initiatives, open banking, API ecosystems, cloud adoption, and regulatory updates.
• Track digital banking competitors and fintech platforms to strengthen product positioning and differentiation.
• Provide actionable domain insights to influence go-to-market strategy and product roadmap alignment .

Required Skills & Experience

Must-Have

• 816 years of experience in Digital Banking Domain Solution Consulting and Pre-Sales .
• Strong understanding of digital banking platforms and processes :
• Retail & Corporate Digital Banking
• Digital Lending
• Onboarding & KYC/AML
• Payments & Transaction Banking
• Risk, Compliance, and Regulatory workflows
• Proven ability to translate digital banking journeys and workflows into platform-driven solutions and business value.
• Hands-on experience conducting digital banking demos, discovery workshops, and solution design sessions .
• Strong experience responding to digital banking RFPs/RFIs .
• Excellent communication, storytelling, and value-selling skills.

Good-to-Have

• Experience with SaaS, Cloud-native Digital Banking Platforms, FinTech solutions, or Core Banking modernization .
• Knowledge of integrations with CRM, LOS, LMS, KYC/AML, Risk Engines, Payments, Open Banking APIs, and third-party fintech systems .
• Exposure to US and European digital banking markets .
• Ability to collaborate with global, cross-functional teams across time zones .