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.

Responsibility
  • 1. Pre-Sales & Client Solutioning
  •  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
  • 2. 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
  • 3. 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
  • 4. 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
  • 5. 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:
  • o UPI AutoPay
  • o NACH / mNACH
  • o BBPS
  • o Payment Gateway integrations
  • o Virtual Accounts / DLC
  •  Reconciliation & MIS platforms
  •  Lending infrastructure (Co-lending, SCF)
  •  Digital documentation workflows
  •  Verification & Validation APIs (e.g., Bank Account Verification – BAV)
  • Note: Deep expertise in all modules is not expected. Strong conceptual
  • understanding and solutioning capability are key.
Requirements
  • 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
Skills and Experience
Salary and Benefits
  • Salary: $10-16 LPA Monthly
Job Overview
  • Date Posted : 29 January, 2026
  • Vacancy : 1
  • Experience : N/A Years
  • Offered Salary : 10-16 LPA
  • Job Deadline : 28 February, 2026
  • Qualification : Graduate in relevant field
  • Location : INDIA
  • Gender : Both
Job Location

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