Headline

FinBox (Ex-LeadSquared) | LOS Product & Features | Solution Consulting | Presales | Solution Architecture | BRE & Digital Lending | AI Credit Underwriting | BFSI Fintech | 8+ Yrs

About

Solution Consulting, Presales, and Solution Architecture professional with 8+ years in BFSI and fintech, with hands-on depth in Loan Origination System (LOS) product and features — not just selling the platform, but understanding how it's built and configured. I specialize in Business Rule Engines (BRE), AI-powered credit underwriting, and digital lending platforms — leading presales strategy, architecting client-specific lending solutions, owning RFP/RFI responses, and running technical demos and POCs for banks and NBFCs. Currently at FinBox, previously at LeadSquared. Beyond LOS and lending, I bring a broader foundation in enterprise SaaS and CRM solution architecture — having supported 40+ enterprise deal cycles across India, US, Middle East, and APAC markets, spanning BFSI, Healthcare, Real Estate, and B2B sectors. This includes leading discovery workshops, shaping solution strategies, and translating business requirements into scalable CRM workflows and automation frameworks. I bring strong ownership, structured thinking, and collaborative leadership — partnering closely with Sales, Product, Engineering, and CXO stakeholders. I believe credibility is built through clarity, preparation, and consistency, whether conducting executive presentations, aligning cross-functional teams, or enabling sales organizations with solution-led narratives. Key Areas of Focus: Loan Origination System (LOS) Product, Features & End-to-End Solution Architecture Business Rule Engines (BRE) & AI-Powered Credit Underwriting Digital Lending — Application to Approval Lifecycle Fintech Presales, RFP/RFI & Executive Stakeholder Engagement Enterprise SaaS & CRM Solution Architecture (BFSI, Healthcare, Real Estate, B2B) Open to senior consulting and managerial roles in LOS, digital lending, and fintech product/solutioning — where I can contribute strategically, mentor teams, and drive enterprise solution excellence.

Location

Bengaluru

AI stack

claude

lovable

notion

ChatGPT

Fireflies.ai

Otter.ai

Work experience

Manager- Solution Consultant at FinBox, Jun 2026 - Present · 5 mos, Bengaluru, Karnataka, India

Senior Solutions Consultant at LeadSquared, Sep 2022 - May 2026 · 3 yrs 9 mos, Bengaluru, Karnataka, India, Leading enterprise presales and solution consulting engagements across global markets, focusing on scalable SaaS deployments and digital transformation initiatives. • Lead end-to-end enterprise presales cycles, supporting 40+ complex deal engagements across BFSI and multi-industry segments. • Conduct structured discovery workshops to map business processes, legacy systems, and transformation objectives. • Design and architect end-to-end Loan Origination System (LOS) journeys including sourcing, underwriting, multi-level approval frameworks, deviation handling, and lifecycle automation. • Translate business requirements into scalable CRM solution architectures aligned with enterprise operating models. • Own RFP/RFI responses, technical proposals, and executive solution presentations. • Configure advanced demo and trial environments with workflow automation, dashboards, reporting structures, and API integrations. • Partner with Product and Engineering teams to ensure feasibility validation and solution alignment. • Contribute to internal enablement by shaping solution narratives and supporting structured knowledge sharing.

Manager – Sales Enablement & Solution Advisory at Ceasefire Industries Pvt Ltd., Jul 2020 - Nov 2021 · 1 yr 5 mos, Kanpur, Uttar Pradesh, India, Designed and led solution-led enablement initiatives for 120+ sales professionals nationwide. • Strengthened enterprise deal quality by embedding structured requirement analysis and solution advisory frameworks. • Acted as a bridge between customers and internal technical teams, ensuring alignment and delivery clarity. • Mentored account managers to elevate consultative selling and enterprise engagement capabilities.

Sales Enablement Specialist (Sales Mentor) at Ceasefire Industries Pvt Ltd., Jul 2019 - Jul 2020 · 1 yr 1 mo, Kanpur, Uttar Pradesh, India, - Sales Enablement Responsibilities: - Developed Training Programs: - Designed and implemented comprehensive training programs for new and existing sales team members. - Conducted workshops and training sessions focusing on sales techniques, product knowledge, and customer engagement. - Created Sales Resources: - Developed sales enablement materials such as playbooks, competitive analysis, and product guides. - Maintained a repository of resources accessible to the sales team for improving efficiency and effectiveness. - Provided training and support for sales technologies, ensuring the team maximized their use. - Performance Analytics: - Analyzed sales data to identify trends, gaps, and areas for improvement. - Provided actionable insights and recommendations to sales leaders based on performance metrics. - Sales Process Optimization: - Standardized sales processes across the team to ensure consistency and quality in sales practices. - Conducted regular reviews of sales processes and strategies, making necessary adjustments to improve outcomes. - Coaching and Mentorship: - Offered one-on-one coaching and mentorship to sales team members to enhance their skills and performance. - Created personalized development plans to support individual growth and career progression. Achievements: - Successfully onboarded and trained a high-performing sales team within the first month of joining. - Significantly improved sales team productivity and effectiveness through targeted sales enablement initiatives. - Contributed to a consistent increase in sales revenue by optimizing sales processes and enhancing team skills.

Head Of The Location at Ceasefire Industries Pvt Ltd., Jul 2018 - Jul 2019 · 1 yr 1 mo, Greater Lucknow Area, - Conducted market research to identify potential clients and opportunities. - Acted as an SDR, managing client outreach and setting up initial meetings. - Engaged in client meetings to understand requirements and present tailored solutions. - Developed and shared proposals, leading negotiations, and closing deals. - Managed the entire sales life cycle from initial contact to deal closure. Achievements: - Secured the first order worth ₹12 lakh within 21 days of joining. - Built and led a sales team within the first month of joining. - Rapidly promoted from Executive Management Trainee to Head of Location, responsible for overseeing the entire sales territory. Responsibilities: - Led sales and marketing efforts to drive profitability and strategic growth. - Managed and mentored a team of sales professionals to achieve and exceed sales targets. - Implemented sales strategies and quality control measures to enhance team performance. - Fostered a fiercely competitive approach to business acquisition and client satisfaction. - Oversaw complex sales situations from both strategic and tactical perspectives. Skills and Expertise: - Market Research - Sales Development - Client Meetings and Presentations - Proposal Development and Negotiation - Sales Life Cycle Management - Team Leadership and Mentorship - Strategic Sales Growth - Quality Control in Sales Processes

Education

Master of Business Administration - MBA, Marketing/Marketing Management, General, Jagan Institute Of Management Studies(JIMS Rohini)

Bachelor's degree, Bachlor Of Computer Applications, Chatrapati Sahuji Maharaj Kanpur University, Kanpur