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Head - Product & Presales - Wealth Management Domain

Live Connections
20 - 25 Years
Mumbai

Posted on: 17/09/2026

Job Description

Head of Product & Presales :

We are looking for a Global Head of Product & Presales to lead the integration and evolution of the Wealth business product and presales functions.

This is a senior leadership role responsible for bridging market strategy, product vision, and solutioning.

The leader will bring Product and Presales teams together as a unified growth engine, own the end-to-end product strategy, drive opportunity qualification and deal shaping, and partner closely with Sales, Delivery, Engineering, and Marketing.

Product Strategy & Leadership :

- Define and own the end-to-end product strategy and roadmap for the Wealth business.

- Align product investments and enhancements with market demand, customer needs, competitive positioning, and revenue opportunities.

- Drive product lifecycle management from ideation and market validation through launch and continuous enhancement.

- Identify emerging opportunities across Wealth Management, Asset Management, Capital Markets, and FinTech.

- Ensure product enhancements contribute to improved win rates, pipeline growth, and customer value.

Product & Presales Integration :

- Integrate Product and Presales teams into a single, cohesive business engine.

- Drive the PLM process shift, making Product and Presales primary owners of early-stage opportunity qualification, discovery, solutioning, and deal shaping.

- Take ownership of P1/P2 sales stages and ensure high-quality opportunity progression.

- Develop repeatable solutioning and presales frameworks to improve deal conversion.

- Strengthen collaboration between Product, Presales, Sales, Delivery, and Engineering.

Sales & Presales Leadership :

- Act as a strategic partner to global Sales teams in identifying, qualifying, and shaping opportunities.

- Lead complex client discussions, discovery sessions, solution workshops, and executive presentations.

- Ensure solutions are aligned with customer business objectives and market requirements.

- Develop differentiated value propositions, solution narratives, demos, and sales enablement assets.

- Support strategic pursuits and large enterprise deals across global markets.

Wealth Domain Expertise :

- Provide strategic direction across the Wealth and Asset Management lifecycle, including Wealth Management platforms, Asset Management, Investment platforms, Trust Banking, Islamic Banking, Advisor productivity solutions, Digital wealth solutions, and AI / GenAI use cases in Wealth Management.

Technology & Innovation :

- Drive adoption of modern technology architectures and capabilities across the product portfolio.

- Maintain strong understanding of microservices, cloud-native transformation, APIs, and modern enterprise architectures.

- Identify opportunities to leverage AI, GenAI, and Agentic AI capabilities within wealth products and solutions.

- Work with Engineering and Architecture teams to ensure products remain scalable, modern, and market-relevant.

Global Market Leadership :

- Drive product and presales strategy across India, APAC, and advanced global markets.

- Understand regional market dynamics, customer expectations, regulatory considerations, and competitive landscapes.

- Adapt product positioning and solution strategies to different markets and customer segments.

- Build strong relationships with enterprise clients and senior stakeholders globally.

Cross-Functional Leadership :

- Act as the primary strategic partner to Sales, Delivery, Marketing, Engineering, and business leadership.

- Oversee product launch readiness and ensure alignment across all functions.

- Establish clear processes for product launches, sales enablement, solution readiness, and market activation.

- Drive organizational alignment around product priorities and commercial objectives.

Required Skills & Experience :

- 20+ years of overall professional experience, with 15+ years in Wealth Management, Capital Markets, or FinTech.

- At least 10+ years in senior leadership roles spanning Product Management, Presales, Solution Consulting, or related functions.

- Deep understanding of the Wealth & Asset Management domain.

- Proven experience leading global Product and/or Presales organizations.

- Strong understanding of modern technology architectures including Microservices and Cloud-Native technologies.

- Strong familiarity with AI, GenAI, and Agentic AI capabilities.

- Proven experience working across India, APAC, and advanced markets.

- Strong commercial understanding of product positioning, sales strategy, opportunity qualification, and deal shaping.

Leadership Competencies :

- Strong executive presence and strategic thinking.

- Ability to influence senior stakeholders and drive organizational change.

- Strong client-facing and consulting capabilities.

- Excellent communication, presentation, and negotiation skills.

- Ability to connect market strategy, product roadmap, solutioning, and revenue outcomes.

- Strong understanding of product-market fit and competitive positioning.

- Data-driven approach to measuring product impact and sales effectiveness.

Success Measures :

- Growth in qualified pipeline and conversion rates.

- Improved win rates for strategic opportunities.

- Product adoption and market penetration.

- Alignment of product enhancements with customer and market demand.

- Effectiveness of Product and Presales collaboration.

- Improved quality and speed of opportunity qualification and deal shaping.

- Successful product launches and market adoption.

- Revenue and business growth across global Wealth portfolios.

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