The ideal candidate should possess robust domain knowledge of AIF/Fund Administration, Fund Accounting, Registrar &

- Transfer Agency (RTA), Wealth Management, Analytics, or related financial-services platforms, along with the ability to translate client requirements into compelling business and technology solutions.

Key Responsibilities

- Presales &
- Solution Consulting
- Collaborate with sales teams to qualify opportunities and understand client requirements.
- Lead solution discussions, discovery sessions, and requirement-gathering workshops with prospective clients.
- Design and articulate business and technology solutions aligned to client needs.
- Develop solution architectures, value propositions, and business benefits for proposed offerings.
- Act as a trusted advisor during the sales lifecycle. RFP/RFI/RFQ Management
- Own and coordinate responses for RFPs, RFIs, RFQs, and due-diligence questionnaires.
- Work closely with Product, Operations, Technology, Legal, Compliance, and Delivery teams to create compelling submissions.
- Ensure solution accuracy, commercial viability, and adherence to timelines.

Client

Presentations &

- Demonstrations
- Prepare and deliver executive-level presentations, product demonstrations, and solution walkthroughs.
- Present business cases, implementation approaches, operating models,



and platform capabilities to client stakeholders.
- Participate in customer workshops, conferences, and industry events as a subject matter expert.
- Client Onboarding &
- Implementations
- Support client kick-off meetings and transition activities post-deal closure.
- Partner with implementation and delivery teams to ensure smooth client onboarding.
- Provide functional guidance during solution deployment and initial implementation phases.

Business Development

Support

- Assist sales teams in opportunity strategy, competitive positioning, and account planning.

- Develop case studies, solution collateral, pitch decks, and market-facing content.
- Track industry trends, regulatory developments, and competitor offerings within the financial services ecosystem.
- Contribute to go-to-market initiatives and new business opportunities.

Desired Candidate Profile

- Experience • 12-15 years of experience in Presales, Solution Consulting, Business Consulting, Product Consulting, or Client Solutions roles.
- Experience supporting enterprise software/platform sales within financial services organizations.
- Exposure to medium-to-large transformation, platform implementation, or operational outsourcing engagements.

📌 Senior Manager / Asst Vice President - Presales (Mumbai)
🏢 KFin Technologies
📍 Mumbai