Company Overview

Incedo is a US-based consulting, data science and technology services firm with over 3000 people helping clients

from our six offices across US, Mexico and India. We help our clients achieve competitive advantage through

end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and

design capabilities coupled with deep domain understanding. We combine services and products to maximize

business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science

& healthcare industries.

Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep

technology and domain experts, and global teams. Incedo University, our learning platform, provides ample

learning opportunities starting with a structured onboarding program and carrying throughout various stages of

your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible

career paths allow you to grow into a program manager, a technical architect or a domain expert based on your

skills and interests.

Our Mission is to enable our clients to maximize business impact from technology by

- Harnessing the transformational impact of emerging technologies

- Bridging the gap between business and technology

Role Description

Role Overview

We are looking for a Presales / Consulting professional with strong Financial Services domain expertise to support business development, solutioning, and client advisory initiatives.

The role involves working closely with Sales, Delivery, and Client stakeholders to shape opportunities, build compelling solution narratives,



and drive proposal creation for banking and financial services clients.

Key Responsibilities

- Collaborate with sales teams to support presales activities and client pitches

- Understand client requirements and translate them into structured business solutions

- Create high-quality business documents and consulting artifacts

- Develop and manage:

- RFP (Request for Proposal) responses

- BRD (Business Requirement Documents)

- Capability decks and solution presentations

- Build strong value propositions and solution storytelling for clients

- Participate in client discussions, workshops, and advisory engagements

- Ensure alignment between client expectations and delivery capabilities

Technical Skills

Required Skills

- Proven experience in:

- RFP responses and proposal creation

- Business documentation (BRD, functional docs, presentations)

- Excellent communication and stakeholder management skills

- Ability to create crisp, structured, and impactful content

- Solid understanding of sales pitch, solutioning, and consulting approach

Nice-to-have skills

Preferred Profile

- Experience in working with sales performance or business growth initiatives

- Exposure to client-facing consulting roles

- Ability to convert complex ideas into simple, compelling narratives

Qualifications

- 3–7 years of experience in Presales / Consulting / Business Analysis

- Strong domain knowledge in Financial Services (Banking, BFSI)

Key Competencies

- Financial Services Expertise

- Presales & Solutioning

- Business Documentation

- Consulting & Advisory Skills

- Communication & Presentation

Company Value

We value diversity at Incedo. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Competencies

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