Job Title: Senior Manager - Insurance Presales & Solutions

City: Gurugram, Pune, Noida

State/Province: Haryana, Maharashtra, Uttar Pradesh

Posting Start Date: 9/30/26

Chance for Senior Presales Consultant - Insurance Presales & Solutions | Anywhere in India

Senior Presales Consultant - Pan India

Domain: Insurance Presales & Solutions

Grade: C2/Senior Manager

Job Responsibilities:Prepare a winning solution

- Fulfill the requirements of the client Requirement Understanding, Data Gathering & Solution Design
- Engage with the customers, understand and interpret their needs correctly, and churn out a proposal with a solution that is aligned with the customers' demands/requirements
- Engage with clients or sales team to understand the purpose of the proposal, the requirements and expectations of the client
- Lead and prepare the RFP/RFI/RFQ responses and presentations. Write, edit and finalize each section of a proposal, ensuring the content matches the RFP
- Ensure RFP instructions pertaining to format, fonts, page limits, etc. are being followed along with internal branding guidelines
- Perform final electronic layout and formatting as well as production of hard copies as required
- Follow up with sales team post submission of RFP response

Co-ordination and Support to Internal Teams

- Coordinate with partners to request and collect relevant data and inputs or other narratives to respond to proposal requirements
- Work with sales team proactively and provide support for 2nd and 3rd level customer meetings.
- Prepare a list of questions and of information/material needed to create the proposal




- Include standard or approved proposal language for legal sections according to company policy
- Write the proposal and/or coordinate with team members to ensure each section is written in a consistent format and completed according to the RFP instructions
- Work with internal marketing team and external vendors for the purpose of proposal creation
- Support the marketing team and create specific client dockets, collaterals, mailers etc.
- Support the demand generating team of the marketing department by providing them lists of the accounts, stakeholders etc. that can be targeted.

Effective Project Management

- Effectively and efficiently plan, organize, lead and control the delivery of the final solution/proposal/document
- Prepare a work plan that lists the tasks required to create the proposal, such as design, writing, editing, review and production
- Use strong interpersonal, organizational, and time management skills to juggle multiple tasks with differing deadlines to consistently produce the document
- Collaborate and influence internal key stakeholders to get relevant data within the specified timeline to ensure relevant data in plugged into the solution
- Ensure promptness and compliance of proposals by creating and managing proposal calendars, compliance checklists, compliance matrices, trackers, etc.




- Oversee collection and completion of all proposal components (technical, cost, management, annexes) working in collaboration with internal teams, as well as partners.
- Follow up with relevant stakeholders/teams to get feedback and revisions and ensure that the proposal development stays on schedule.
- Update the sales team and other stakeholders on a regular basis on the progress of the proposal

Stakeholder Interaction & Management

- Work with internal teams and get relevant data/inputs for preparing documents such as RFP responses, capability demonstrations, client presentations and collaterals, participating in the customer calls to sell solutions etc.
- Collaborate with relevant stakeholders/teams to get feedback and make revisions to ensure that the proposal stays relevant to the needs throughout various proposal stages
- Ensure communication among all parties throughout the proposal process
- Identify bottlenecks in the process escalating accordingly to higher level, as necessary, to ensure timetable and deliverables remain on track
- Reach out to the below mentioned internal teams during proposal creation:

Important: Candidates with experience exclusively in IT Presales/Solutioning will not be considered for this role. We are specifically looking for professionals with BPO/BPM Presales and Solutioning experience, preferably within the Insurance domain, including experience in solution design, RFP/RFI management, commercial proposals, and client presentations.

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📌 Senior Manager - Insurance Presales & Solutions (India)
🏢 Wipro
📍 India