Monica Kumar
Senior IT Presales Consultant For BFSI Domain
Pune,India
Summary
Over 19 years of successful experience in Sales and Presales and Relationship Management .Extensively involved in Pre-sales and Business Development activities for various large Banks based on functional domain expertise for the Core Banking Product, FLEXCUBE. Headed a Team for Presales in India for Payments HUB Product - VolPay . Responsible for driving the Trainings for Internal customers as well as external customers & Partners Enablement . Involved in Presales of Channels Banking Application(Internet and Mobile ) for various Banks across the world. Extensive experience in managing client relationships across geographies like Europe, Asia-Pacific, India, Africa, USA. Significant contribution in competency development by Training on the product for Presales staff across geographies. Worked extensively on CX opportunities for JAPAC , EUROPE Product Consultant for Oracle Marketing Cloud product , responsible for Customer Onboarding and implementation . Around 6 yrs of banking experience with a strong exposure to Banking Operations, Sales and Wealth Management. Management . Recognized consistently for performance excellence and contributions to success in Banking and IT industry. Strengths in Team Management and Communication .
Overview
2
2
years of post-secondary education
19
19
years of professional experience
Work History
Head Presales & Training , India
Volante Technologies pvt ltd .
Pune , India
10.2017 - 02.2020
- Lead a team in India to deliver client requirements globally for the Payment products , VolPay and Volante Designer .
- Support Sales and Presales Teams globally for all client requirements related to Payments Product VolPay for conversion on deals.
- Responsible for all Product POCs , Demo packages , RFI & RFPs and Collaterals , Effort Estimates as required by clients globally.
- Work with all Teams including Product , Delivery , Partnerships and development to deliver client requirements.
- Work with Marketing Teams to help in building required collaterals for GTMs.
- Define processes and collaterals for Presales as a function for better alignment of work.
- Work on Bid Management for RFPs for tracking and delivery on time.
- Define Product Training and Sales Enablement Collaterals for Internal and External customers and New Joinees .
Oracle BD & Presales Consultant
Oracle
Pune , Maharashtra
09.2012 - 10.2017
- Understand client business requirements and actively seek opportunities for additional revenue opportunities.
- Assist the Regional Sales Manager in maintaining high satisfaction with customers through proactive communication and ownership of issues Provide regular and timely feedback to the Regional Sales Manager on issues and progress
- Work on opportunities and proposals of services around FLEXCUBE core banking product .
- Contribute to continual improvement of methodologies, best practices, and project templates Contribute to shared repositories of product information and solution documentation.
- Customer Onboarding for Marketing Cloud Product ( Responsys ), includes Client demos , support and engage in all activities till completion of implementation of product.
- Interaction with Client coordination with all teams including Strategy , Project Management , Product Consultants.
- Handle multiple clients for JAPAC region.
Senior Manager
Infrasoft Technologies
Mumbai
07.2011 - 08.2012
- Team Lead for Presales in the Services Division.
- Working on Sales and Presales activities for UK, Middle East, South East Asia, Africa and India region.
- Worked on Projects related to Mobile Application Development, Web Portal Development, and Data warehouse, Testing, Resource Management, CRM, Business Intelligence and Analytics.
- Presales for Microsoft products like SharePoint, CRM etc.
- Conducted Client Demos on Wealth Management Products, Internet and Mobile Banking Channels.
- Responding and Review Product and Services RFI/RFPs providing Commercials and formulation of Project Timelines and Strategy.
- Creating the high level work plan, estimating costs, timescales and resource requirements for the prospective projects.
- Close coordination with sales team to understand business needs and formulating the offerings.
- Leading & Managing a team to deliver technical and domain responses as appropriate with detailed write-ups, architecture diagrams, etc showcasing the Value Proposition ensuring client requirements and industry trends.
- Collating Case studies and whitepapers, processing information and building repository of pre-sales collaterals.
- Planning and tracking the status of responses and queries.
- Liaising with Senior Management, Principal Consultants, and Sales team right from kick-off till completion for reviews, solution designing, approvals and discussions.
- Business trips and client meetings as Client Interface for Presentations, Meetings, Demos to Senior Management, CXO level, Directors and Business Heads.
- Managing multiple accounts / customers for any queries and presentations.
- Responsible for partner involvement in relevant RFPs and Presentations.
- Involved in Partnering with SI, Alliances and Campaign Management with Sales and Marketing.
Presales Consultant
Oracle
03.2006 - 03.2011
- Product demonstrations and product walk through to clients for FLEXCUBE Core Banking System and Direct Banking Application located across Europe, Asia-pacific , India, USA, Africa.
- Worked collaboratively with solution architects and technical consultants for preparing appropriate response to RFP documents.
- Have been the Single Point of Contact for many RFPs , RFIs and POCs.
- Responding to RFI/RFP,worked closely with the sales team to understand the Business needs and formulating the product offerings.
- Involved in presales of Direct banking Channels like Internet Banking, Mobile Banking and SMS Banking.
- Creating Presales collaterals for presentations to clients for FLEXCUBE and Direct Banking Products.
- Involved in up-selling /cross selling of recommended modules.
- Exposure to Oracle’s Seibel Teller application.
- Managing multiple accounts / customers for any queries and presentations.
- Involved in training of Presales staff across regions for Direct Banking Products.
- Was also involved in the i-respect committee for prevention and investigation of Harassment cases at workplace .
CitiGold Wealth Manager
Citibank India
Ahmedabad
06.2005 - 03.2006
- Relationship manager for HHNI clients of Citibank Wealth .
- Responsible for Managing Key relationships of the bank (NRV of 1 Cr & above for each client). Sales and Revenue generation from existing book as well as procuring new clients .
- Responsible for Sales of Bank’s Investment Products like Mutual Funds, Insurance , Asset and Liability Accounts.
- Responsible for achievement of Sales Targets and Cross Sell Targets.
- Cross sell other products like Forex, LAS, Trade accounts etc.
Private Banker
HDFC Bank
Ahmedabad
01.2005 - 06.2005
- Private banking relationship Manager
- Handled 200 + HNI clients
- Achieve sales targets and cross sell
Private Banker
ICICI Bank
01.2004 - 01.2005
- Manage private banking clients of multiple branches in the city.
- Handle a Relationship book with 150 + clients for generating revenue and client servicing .
- Target based role which involved selling Bank's investment products , increase CASA book and cross - sell various products .
Customer Service Officer
Standard Chartered Bank
Ahmedabad, Maharashtra
06.2000 - 01.2004
- Responsible for managing key relationships of the Ahmedabad Branch, including HNIs and corporates for mutual fund investments and CASA , LAS , FD etc .
- Responsible for Target Achievement for sales of Bank;s Products , including all new product launches .To achieve the sales target for all the bank products, including the Investment services and life insurance products of Allianz, To design and implement joint sales promotion activities along with direct sales team of different products for increased customer interaction, visibility of branch and productivity of the sales team.
- Responsible for sourcing and developing new Accounts / Relationships for the Ahmedabad Branch.
- To train direct sales team on products, processes and service delivery.
- Responsible for Service Delivery and Operations for customers and walk-ins from time to time .
Education
MBA - Marketing & Finance
Devi Ahilya Vishwavidyalaya , DAVV Indore
Indore 01.1998 - 01.2000
Skills
New business generation
undefinedWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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President for POSH committee for Oracle .Have conducted trainings for C level executives and fresher
Have conducted trainings for all freshers and C level executives on Harrassment at workplace . Was the President for Pune office POSH committee.
Timeline
Head Presales & Training , India
Volante Technologies pvt ltd .
10.2017 - 02.2020
Oracle BD & Presales Consultant
Oracle
09.2012 - 10.2017
Senior Manager
Infrasoft Technologies
07.2011 - 08.2012
Presales Consultant
Oracle
03.2006 - 03.2011
CitiGold Wealth Manager
Citibank India
06.2005 - 03.2006
Private Banker
HDFC Bank
01.2005 - 06.2005
Private Banker
ICICI Bank
01.2004 - 01.2005
Customer Service Officer
Standard Chartered Bank
06.2000 - 01.2004
MBA - Marketing & Finance
Devi Ahilya Vishwavidyalaya , DAVV Indore
01.1998 - 01.2000
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