Business Development / Pre-Sales

Key Requirements
1. BFSI technology sales experience
Strong track record of selling technology products to Banks, NBFCs, HFCs, or Insurance companies in India. The candidate should have at least 2 years of experience in such roles, with exposure to fintech products used in consumer lending, SME lending, collections, risk, or operations.
2. Functional understanding of BFSI workflows
Good understanding of lending, collections, credit risk, and operational workflows within BFSI institutions. The candidate should be familiar with systems such as LOS, LMS, BRE, credit engines, collections platforms, rule engines, and related fintech tools.
3. Ability to handle techno-functional sales conversations
The candidate should be comfortable speaking with business, risk, analytics, technology, and operations teams. They should be able to understand customer requirements, explain product capabilities clearly, and support structured solution discussions.
4. Proposal and presentation skills
Good written and spoken English, with the ability to prepare clear proposals, product notes, solution documents, and client presentations.
5. Technical familiarity
Working knowledge of APIs, system integrations, cloud-based deployments, and basic technology architecture. The candidate does not need to be an engineer, but should be able to participate meaningfully in integration and implementation discussions.

Role and Responsibilities

1. Prospecting and client engagement
Identify and engage potential customers across Banks, NBFCs, HFCs, Insurance companies, and fintech lenders. Build relationships with relevant stakeholders across business, risk, analytics, technology, and operations teams.
2. Discovery conversations
Conduct structured conversations with prospects to understand their business priorities, current systems, lending or collections workflows, pain points, and decision-making process.
3. Product demonstrations
Deliver product demonstrations to prospective clients, including demos of lending, risk, collections, analytics, or AI/ML-based fintech products. The candidate should be able to explain both business use-cases and operational fit.
4. Solution mapping
Map customer requirements to product capabilities. Identify where the product fits into the customer’s existing workflows, systems, and decision processes.
5. Integration discussions
Participate in discussions around APIs, data flows, deployment models, cloud/on-premise requirements, and integration with existing systems such as LOS, LMS, BRE, CRM, or collections platforms.
6. Proposal preparation
Prepare clear techno-functional proposals, commercial notes, scope documents, and responses to client queries or RFPs.
7. Sales closure support
Work with internal product, data science, technology, and delivery teams to address client questions, refine solution scope, and support closure of deals.
8. Market feedback
Share structured feedback from client conversations with internal teams, including common objections, product gaps, pricing feedback, and emerging market needs.