Lead Solution Consulting | BFSI

About the Role

Were looking for an experienced Lead – Solution Consulting to work closely with our Sales team and BFSI customers across the Indian market.

This role is focused on helping Banks, NBFCs, FinTechs, and financial institutions solve complex business and technology challenges across customer acquisition, onboarding, lending, and engagement journeys.

You’ll own the solutioning journey end-to-end — from customer discovery and business process mapping to solution design, product demonstrations, technical consulting, and deal closure.

You’ll work closely with Sales, Product, Engineering, Delivery, and Customer Success teams to design solutions that address real BFSI use cases and deliver measurable business value.

What You’ll Do

Lead discovery sessions with Banks, NBFCs, and BFSI enterprises to understand business objectives, workflows, pain points, and technology requirements.

Understand and solution end-to-end lending and customer journeys — from lead generation, KYC and onboarding to credit, documentation, disbursement, and post-sales engagement.

Conduct compelling product demos, solution walkthroughs, workshops, and executive presentations tailored to BFSI use cases.

Design scalable solutions considering enterprise architecture, integrations, workflows, security, compliance, and implementation requirements.

Prepare solution proposals, RFP/RFI responses, solution documents, and POCs for strategic BFSI opportunities.

Work closely with Sales throughout the sales cycle — from qualification and discovery to solutioning, negotiation, and closure.





Partner with Product, Engineering, Delivery, and Integration teams to address customer requirements and solution gaps.

Build customized demos and reusable solution assets to improve deal velocity and win rates.

Develop deep expertise in LeadSquared’s platform and position its capabilities against specific BFSI business challenges.

Stay updated on Indian BFSI trends, digital lending, customer onboarding, automation, AI, regulatory developments, and competitive solutions.

Bring customer and market insights back to Product and Engineering teams to influence the roadmap.

Identify opportunities for automation, process improvements, and reusable BFSI solution frameworks.

Act as a trusted solution advisor for Sales teams and mentor junior PreSales consultants.

Work with Customer Success to identify upsell, cross-sell, and expansion opportunities within existing BFSI accounts.

What We’re Looking For

Required

Bachelor’s degree in Engineering — Computer Science, IT, ECE, or related discipline preferred.

3+ years of experience in SaaS PreSales, Solution Consulting, Sales Engineering, or Solution Architecture.

Experience working with Banks, NBFCs, FinTechs,



or other BFSI enterprises in India.

Strong understanding of BFSI business processes and enterprise customer journeys.

Experience in customer discovery, solution consulting, technical presentations, and product demonstrations.

Experience creating solution proposals, RFP/RFI responses, and POCs.

Strong communication, presentation, stakeholder management, and structured problem-solving skills.

Ability to manage multiple strategic opportunities and work closely with senior business and technology stakeholders.

Preferred

Strong understanding of Indian banking, NBFC, lending, digital onboarding, KYC, and financial services ecosystems.

Experience with CRM, Sales Automation, Marketing Automation, Lending Tech, or SaaS platforms.

Understanding of APIs, integrations, cloud technologies, and enterprise software ecosystems.

Familiarity with AI/ML, conversational AI, automation, and modern GTM technologies.

Hands-on programming or scripting experience is a plus.

Why Join LeadSquared?

Own high-impact BFSI opportunities across the Indian market.

Work with leading Banks, NBFCs, FinTechs, and financial institutions.

Partner with experienced Sales, Product, Engineering, and Delivery leaders.

Solve complex business problems across some of the most critical digital lending and customer engagement journeys.

High ownership, fast decision-making, and accelerated learning.

Build deep expertise at the intersection of BFSI, SaaS, automation, and AI.

Competitive rewards and robust opportunities for career growth.

📌 Solution Consultant Lead- Presales BFSI (Mumbai)
🏢 LeadSquared
📍 Mumbai