
Support Pre-Sales (BFSI BPS) with strong Banking and Insurance domain expertise across Business Operations with overall experience in BFSI BPS industry of 15-17 Years. Sound knowledge of BPO back office and/or Contact Centers functioning and experience in Innovation and Solution Design/Development. Candidates will handle medium to large deals, assess the specs, propose solutioning, and create transformation led proposals. Collaborate closely with Pre-Sales teams and Domain Centre of Excellence (CoE) to design optimal, transformative business solutions and proposals.
Roles and Responsibilities :
- Lead technology-driven solution development, including conceptualization, structuring, costing, pricing, proposal development, and presentation, while computing clear business outcomes.
- Prepare high-quality RFP responses and presentations independently.
- Independently manage and own end-to-end project and proposal timelines.
- Identify and evaluate the use of new tools and emerging technologies both internal and external to the organization.
- Conceptualize transformation solutions that integrate all aspects of organizational capability to address existing or prospective client business objectives and deliver measurable value.
- Build solutions that showcase capabilities and demonstrate how they meet or exceed client expectations.
- Develop comprehensive and compelling solution narratives, including written responses, presentations, sales pitches, and supporting collaterals.
- Develop end to end, multi year transformation roadmaps aligned to client business and operating model evolution.
- Actively participate in client interactions and collaborate with Operations and Delivery teams throughout the sales and assessment lifecycle, providing inputs for internal reviews and external documentation.
- Lead solution review sessions and actively participate in governance and approval forums.
- Proactively review solutions and drive alignment with Pre-Sales teams, CoE teams, and senior stakeholders on proposed approaches.
- Bring strong market and industry intelligence, stay up to date with market trends, and confidently articulate the external market landscape to position positively.
- Advise and recommend solution strategies, working closely with onshore sales teams to ensure alignment of solutions and proposals.
- Collaborate with CoE teams to prepare conceptual solution demos for RFPs and participate in client presentations and visits.
- Drive value realization by defining ROI, TCO, and benefits tracking models for proposed solutions.
- Create and contribute to reusable solution assets, accelerators, POVs, and thought leadership artifacts.
- Mentor and guide junior presales team members and review solution quality across proposals.
Knowledge and Skills Requirements
- Strong experience in the BFSI BPS domain with excellent PowerPoint and presentation skills.
- In-depth understanding of Pre-Sales and solutioning within BFSI BPS.
- Strong technology understanding, including AI, Generative AI, and Agentic AI. Working knowledge of change management and adoption frameworks for large scale transformations.
- Strong storytelling and executive level solution articulation skills.
- Sound knowledge of solution levers required to build winning and differentiated proposals.
- Exposure to commercial and pricing models relevant to BFSI BPS engagements.
- Ability to work effectively and collaboratively in a networked, multi-stakeholder organization.
- Excellent written and verbal communication skills.
- Strong ability to present ideas clearly and concisely to diverse audiences.
- Willingness to work flexible hours to support multiple geographies.
- Ability to work in high pressure, bid driven environments with tight timelines and competing priorities.
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