Job Description: Senior Manager / Asst Vice President - Presales

Location – Mumbai

Role Overview

We are seeking an experienced Presales professional with deep expertise in financial services operations and technology platforms. The role will partner with Sales, Product, Delivery, and Client Success teams to support business development initiatives across asset management, fund services, wealth management, and related financial-services segments. The ideal candidate should possess strong domain knowledge of AIF/Fund Administration, Fund Accounting, Registrar & Transfer Agency (RTA), Wealth Management, Analytics, or related financial-services platforms, along with the ability to translate client requirements into compelling business and technology solutions.

Key Responsibilities

Presales & Solution Consulting

• Collaborate with sales teams to qualify opportunities and understand client requirements. •

Lead solution discussions, discovery sessions, and requirement-gathering workshops with prospective clients. •
Design and articulate business and technology solutions aligned to client needs. •
Develop solution architectures, value propositions, and business benefits for proposed offerings. •
Act as a trusted advisor during the sales lifecycle. RFP/RFI/RFQ Management •
Own and coordinate responses for RFPs, RFIs, RFQs, and due-diligence questionnaires. • Work closely with Product, Operations, Technology, Legal, Compliance, and Delivery teams to create compelling submissions. •
Ensure solution accuracy, commercial viability, and adherence to timelines. Client Presentations & Demonstrations •
Prepare and deliver executive-level presentations, product demonstrations, and solution walkthroughs. • Present business cases, implementation approaches, operating models, and platform capabilities to client stakeholders. •
Participate in customer workshops, conferences, and industry events as a subject matter expert. Client Onboarding & Implementations • Support client kick-off meetings and transition activities post-deal closure. •
Partner with implementation and delivery teams to ensure smooth client onboarding. • Provide functional guidance during solution deployment and initial implementation phases. Business Development Support • Assist sales teams in opportunity strategy, competitive positioning, and account planning. • Develop case studies, solution collateral, pitch decks, and market-facing content. •
Track industry trends, regulatory developments, and competitor offerings within the financial services ecosystem. •
Contribute to go-to-market initiatives and new business opportunities.
Desired Candidate Profile Experience • 12-15 years of experience in Presales, Solution Consulting, Business Consulting, Product Consulting, or Client Solutions roles. • Experience supporting enterprise software/platform sales within financial services organizations. •
Exposure to medium-to-large transformation, platform implementation, or operational outsourcing engagements. Domain Expertise Strong understanding of one or more of the following: • Alternative Investment Funds (AIF) • Fund Administration • Fund Accounting • Registrar & Transfer Agency (RTA) • Wealth Management • Capital Markets Operations • Investment Operations • Financial Analytics Platforms • Asset Management and Fund Services Skills & Competencies • Excellent proposal writing and RFP response management skills. • Strong stakeholder management and client-facing communication abilities. • Ability to translate business requirements into solution propositions. • Executive presentation and storytelling skills. • Commercial awareness and consultative selling approach. • Strong analytical and problem-solving capabilities. • Experience working with cross-functional global teams.
Educational Qualification • Bachelor's degree in Finance, Commerce, Business, Technology, or a related discipline. • MBA, CA, CFA, or equivalent professional qualification preferred. Success Measures • Quality and win rate of RFP/RFI responses. • Contribution to sales pipeline conversion. • Effectiveness of client presentations and solution workshops. • Successful support of client onboarding and implementation activities. • Development of reusable presales assets and solution collateral.