Associate/Senior Associate- Pre Sales

Pre-Sales Preparation

• Support product demonstration setups and continuously enhance them in line with platform developments.
  
• Build in-depth expertise in allocated product/solution areas to strengthen sales efforts.
  
• Maintain awareness of industry trends through proactive research and ongoing knowledge updates.
  

Demand Generation

• Develop compelling sales campaigns and outreach strategies to generate Sales Qualified Leads (SQLs).
  
• Manage the internal CRM system to track, update, and report on various sales opportunities.
  

Designing Solution Offerings

• Coordinate with cross-functional stakeholders and internal teams to gather required inputs for creating solution offerings.
  
• Craft relevant and impactful sales pitches that support overall sales initiatives.
  
• Contribute to value proposition development, product/service positioning, and identification of change‑management considerations for each sale.
  

Sales Pitch Execution

• Manage the complete bidding process, including responding to RFIs and RFPs.
  
• Collaborate with internal and external design teams to create compelling visual representations and pitch collaterals.
  
• Ensure successful delivery and execution of Proof of Concept (PoC) engagements.
  
• Deliver and support product demonstrations for prospects and clients.
  

Risk & Marketing Support

• Work closely with the risk team to manage and support vendor due‑diligence processes.
  
• Synthesize insights from various sales pitches to inform and support marketing strategy.
  
• Contribute to the creation of marketing collaterals for the assigned areas and pitch themes.
  

Skills & Qualifications

• Communication Excellence
  

  • Outstanding oral communication and impeccable written communication skills.
    

• Presentation & Visualization Skills
  

  • Strong ability to build sophisticated PowerPoint presentations.
    
  • Sharp visual sense to represent concepts and ideas clearly and effectively.
    

• Self‑Driven and Growth‑Oriented
  

  • Proactive mindset with the ability to collaborate closely with sales and marketing to drive growth initiatives.
    

• International Client Exposure
  

  • Experience working with European and US clients is highly valued.
    

• Detail‑Oriented & Research‑Focused
  

  • Strong attention to detail combined with a research-oriented approach to sales.
    

• Collaboration & Interpersonal Skills
  

  • Stellar teamwork, interpersonal, and collaboration abilities.
    
  • Comfortable operating in an entrepreneurial, fast‑paced environment.
    

• Pre‑Sales / Business Analysis Background
  

  • Experience in pre‑sales or business analysis within a B2B setup, preferably in financial services or technology.
    
  • Or a strong desire to build a career in this domain.
    

• Pitch & Presentation Expertise
  

  • Proven ability to develop effective, persuasive presentations and sales pitches.
    

• Commercial Acumen
  

  • Strong understanding of complex B2B sales cycles and commercial dynamics.
    

• Independent working style
  

  • Ability to operate with minimal supervision and exercise independent judgment.
    

• Educational Requirements
  

  • MBA from a top institution, with a minimum of 2 years of industry experience.
    

• Industry Experience (Preferred)
  

  • Prior exposure to BFSI, capital markets, alternative investments, or private markets is highly valued.