Location: India (Mumbai, preferable or Chennai)

Level: SVP

Role Overview:

We are seeking a visionary Global Head of Product & Pre-Sales to lead the integration and evolution of our Wealth business product and pre-sales functions. This is a critical leadership role that will bridge the gap between market strategy and execution. You will unify the product roadmap, business architecture, and sales enablement functions to accelerate pipeline growth, enhance solution efficacy, and drive measurable market outcomes across our eMACH.ai Wealth and PF Wealth portfolios.

Key Mandates

- Unified Function Leadership: Integrate the Product and Pre-Sales teams into a single, cohesive engine that drives efficiency, velocity, and winning proposal strategies.
- Market-Led Product Roadmap: Define and own the end-to-end product strategy. Ensure roadmaps are not just technically sound but hyper-aligned to client requirements, market shifts, and competitive differentiation.
- Pipeline Building & Velocity: Take ownership of the P1/P2 sales stages. Drive the "PLM Process Shift" by ensuring Product and Pre-Sales teams are the primary drivers of opportunity qualification, discovery, and deal shaping.
- Go-To-Market Integration: Act as the primary strategic partner to the Sales, Delivery, and Marketing teams to ensure a "One Intellect" approach to customer engagement and solution design.

Responsibilities

Product Strategy & Lifecycle:

- Drive the vision and roadmap for the eMACH.ai Wealth platform and PF Wealth (Intelligence Layer) suite.
- Ensure product evolution addresses critical wealth industry challenges (e.g., advisor productivity, KYC/AML automation, operational efficiency, and agentic AI capabilities).
- Oversee product launch readiness, ensuring cross-functional alignment between Engineering, Delivery, and Marketing.

Pre-Sales Excellence & Pipeline Growth:

- Lead the pre-sales strategy, ensuring high-quality DDR/MOM output, tailored business cases, and compelling proposal delivery.
- Manage pipeline health by overseeing aging leads (P1/P2)



and driving recovery actions for stalled opportunities.
- Shape high-impact pursuits (RFPs/Proposals) by blending technical depth with consultative business value storytelling.

Cross-Functional Orchestration:

- Sales Enablement: Empower Sales teams with competitive intelligence, localized insights, and standardized, winning collateral.
- Delivery Interlock: Work closely with Delivery Heads to ensure pre-sales commitments are realistic, scalable, and transition smoothly into implementation.
- Marketing Alignment: Collaborate with the Marketing team to develop "Thought Leadership" and "Solution Narratives" that feed into targeted campaigns (Webinars, Bootcamps, etc.).

Qualifications & Experience

- Experience: 20+ years in the Wealth Management, Asset Management or FinTech domain, with at least 10+ years in senior leadership roles spanning Product Management and/or Pre-Sales.
- Domain Expertise: Deep understanding of the Wealth & Asset Management lifecycle, including Investment platforms, Trust Banking, Islamic Banking, Advisor productivity tools, and AI/GenAI use cases.
- Strategic Capability: Proven ability to build/scale global teams and lead P&L;/operational business units.
- Tech Fluency: Strong familiarity with modern architectural principles (eMACH.ai philosophy, microservices, cloud-native transformation) and AI/Agentic capabilities.
- Stakeholder Management: Exceptional track record of engaging at the CxO level, both internally across matrixed organizations and externally with global financial institutions.
- Global Capability: Experience and expertise to work across India, APAC, and Advanced markets
- Thought Leadership: Proven leader who can contribute in Industry forums and serve in an advisory role to senior customer and internal stakeholders.

Success Metrics

- Product Impact: Alignment of product enhancements with market demand and win rates for current features.
- Pipeline Velocity: Improving conversion metrics for P1/P2 opportunities and reducing sales cycle lead time.
- Operational Efficiency: Quality of proposal submissions (DDR/MOM compliance) and seamless transition of wins to the Delivery organization.

📌 Global Head of Product & Pre-Sales (Mumbai)
🏢 Intellect Design Arena
📍 Mumbai