Full-time

Pre sales - Banking

Posted by WorkGeek Services • Not Specified, Maharashtra, India

📍 Not Specified, Maharashtra 🕒 March 03, 2026

About the Role

We are looking for a Pre-Sales / Business Solutions Consultant to support enterprise sales

across our transaction banking, trust, payments, and treasury platforms .

The role involves requirement discovery, solutioning, product demos, and RFP support .

acting as a bridge between Sales, Product, and Technology teams .

The ideal candidate should have strong conceptual understanding of BFSI / fintech

products and the ability to translate client business needs into scalable platform-based

solutions .

Key Responsibilities

1. Pre-Sales & Client Solutioning

Understand client business models, transaction flows, and operational requirements

Map requirements to existing platform capabilities and propose optimal solutions

Identify gaps, dependencies, and configuration/customisation needs

2. Client Engagement & Discovery <...

Ready to Apply?

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