Pre Sales Consultant (global Research & Risk Solutions)

Year    MH, IN, India

Job Description

We are looking for a

Pre-Sales Consultant

who can own and orchestrate the end-to-end proposal and presentation process.
This role sits at the crossroads of

sales, product, and marketing

, and is critical in shaping how our solutions are communicated to clients.

Key Responsibilities


Proposal Coordination & Management

Own the end-to-end creation of client proposals, working closely with sales, product, analytics, and delivery teams Manage proposal development as

mini-projects

, ensuring timelines, inputs, and quality standards are met

Presentation & Deck Creation

Translate technical and business inputs into

clear, structured, and compelling PowerPoint presentations

Customize decks for different client segments within banking and financial services

Content & Knowledge Repository

Build and maintain a

structured repository of client proposals, pitch decks, and solution collateral

Ensure content is reusable, searchable, and available at short notice for future opportunities

Marketing Collaboration

Work closely with the marketing team to ensure proposals include

latest messaging, product updates, and branding

Support the creation of

video-based collaterals

and client-facing content alongside marketing

Continuous Improvement

Identify opportunities to standardize proposal formats, storytelling frameworks, and visual presentation styles

Required Experience & Skills


Minimum 2-3 years of experience

in a Pre-Sales, Solutions Consulting, or Proposal Management role within a

technology company

Experience working on

RFPs, RFIs, and large enterprise proposals

Basic understanding of

Banking and Financial Services

, with exposure to: Credit Risk, Analytics, Data Platforms, AI/ML solutions (preferred) Banking, Capital Markets, or Insurance domains Excellent

PowerPoint

skills -- ability to build executive-ready decks independently Hands-on experience with

SharePoint or similar content management tools

Ability to coordinate across multiple teams and manage parallel workstreams Strong written communication and stakeholder management skills

Good to Have


Familiarity with

AI, data platforms, or risk technology

used in BFSI Exposure to client-facing roles or sales support in B2B tech

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Job Detail

  • Job Id
    JD5168675
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year