About the Role

We are looking for a Solutions Consultant to help position and deliver AI-led solutions for banks and financial institutions. You will work closely with client stakeholders to understand their business needs and translate them into practical solutions, supported by our product, AI, and engineering teams.

This role is ideal for professionals with strong domain understanding and client-facing experience who are keen to build a career in AI-driven transformation. Prior experience with Agentic AI is not required; curiosity and willingness to learn are.

Key Responsibilities

- Engage with client stakeholders to understand business challenges, current-state processes, and improvement opportunities.
- Identify and shape use cases where AI and automation can add value in banking and financial services workflows.
- Conduct product demonstrations, solution walkthroughs, and proof-of-concept (POC) engagements for prospects and customers.
- Prepare solution proposals, presentations, and responses to RFPs/RFIs with inputs from product and architecture teams.
- Translate client requirements into functional documents, process flows, and solution outlines for engineering and delivery teams.
- Partner with sales, product, and delivery teams to ensure a smooth handover from pre-sales to implementation.

Required Qualifications





- 2-5 years of experience in a Solutions Consultant, Pre-Sales, Business Analyst, Product Consulting, or similar client-facing role.
- Strong domain knowledge in Banking, Financial Services, or Insurance (BFSI), with a solid understanding of at least one of: Payments, Lending, Customer Onboarding, Risk, Compliance, AML, Fraud, or Customer Service.
- Good understanding of banking processes, regulations, and the typical systems used by banks (core banking, CRM, loan origination, etc.).
- Basic understanding of APIs, system integrations, and enterprise applications.
- Solid presentation, communication, and stakeholder management skills, with comfort running demos and client conversations.

Preferred Qualifications

- Basic awareness of Generative AI, Large Language Models (LLMs), or intelligent automation (RPA, workflow tools, chatbots).
- Exposure to AI projects, POCs, or digital transformation programs.
- Experience with RFP/RFI responses and pre-sales processes.
- Experience working with enterprise software or SaaS products.
- Experience working in Agile/Scrum environments.

Additional Information

- Location: Mumbai
- Immediate joiners or candidates serving short notice periods will be preferred.

📌 Solutions Consultant (Mumbai)
🏢 Inventic
📍 Mumbai