Presales Consultant – Banking & BFS

This role focuses on managing end-to-end proposal development, bid coordination, and presales activities within the Banking and Financial Services domain. The candidate will work with cross-functional teams to create compelling proposals, generate pipeline opportunities, support client engagements, and contribute to content development that drives business growth.

Roles & Responsibilities

1. Proposal Creation & Management

• Create winning proposals by responding to RFPs, RFQs, and proactive bids.
• Collaborate with banking teams to define win strategies, evaluate competition, and develop differentiated value propositions.
• Manage end-to-end bid processes, including creation and execution of bid plans.
• Coordinate with Finance, Legal, Service Delivery, Business Consulting, and Technology teams for pricing, implementation plans, solution details, tools, technologies, and effort estimates.

2. RFI & Capability Responses

• Develop high-quality responses to RFIs and capability questionnaires.
• Showcase company strengths and domain expertise within banking and financial services.

3. Pipeline Generation

• Identify new opportunities across new and existing clients.
• Drive demand generation activities through proactive outreach, analyst/advisor engagement, and relationship leveraging.

4. Knowledge & Content Management

• Enhance existing sales and marketing collateral such as brochures, flyers, case studies, presentations, and reusable content.
• Support solution walkthroughs and client sales pitches with relevant content.

5. Capability Demonstrations

• Manage and coordinate client visits to ensure a strong brand experience.
• Develop presentation decks and supporting materials for client demos.

6. Due Diligence Support

• Participate in on-site due-diligence and implementation analysis.
• Validate proposed solutions and refine them based on findings.

7. Sales Planning & Reporting

• Develop sales plans and track pipeline generation and lead progress.
• Provide periodic analysis, insights, and assessments on pipeline performance, wins, and losses.

Qualifications & Requirements

• 3–4+ years of experience in an international consulting environment.
• Strong experience in the Banking / BFS (Banking & Financial Services) domain across global regions.
• Experience with Temenos and Microsoft CRM is a strong plus.
• Excellent oral, written, and analytical skills.
• Proficiency in MS Word, MS Visio, and PowerPoint .
• Minimum Bachelor’s degree: BBA, BA in Social Sciences, Economics , or related fields.