Pre-Sales Consultant – Insurance BPS | C1 Band Note: Candidate from IT presales will not be qualified for this role. Kindly skip if you have experience only in IT (Insurance) presales.

Role Type: Individual Contributor Job Type: Full-Time Location: Anywhere in India Work Timing:11:30 AM to 9:00 PM IST, aligned to global pursuit support Function: Pre-Sales, RFP Response and Solution Support Mandatory Requirement:Prior experience or strong domain exposure in Insurance is mandatory. Property & Casualty experience is preferred; Life, Annuities, Retirement or Pensions exposure is desirable. Role Overview

We are looking for an entry-level Pre-Sales Consultant at C1 band to support Insurance BPS pursuits across RFP responses, solution documentation, RLS creation, proposal coordination and stakeholder follow-up. The role will work closely with senior solution leaders and cross-functional teams to produce high-quality, timely and consistent pursuit deliverables. Insurance domain experience or meaningful Insurance process exposure is mandatory for this role. Key Responsibilities:

Support the preparation of RFP, RFI and due diligence responses by collating inputs, drafting content, maintaining response trackers and ensuring timely completion of assigned sections.

Create and maintain RLS / Role Labour Schedule inputs, resource assumptions and workforce requirement templates in coordination with solution, delivery and finance stakeholders.

Assist in solution documentation including operating model narratives, process scope, location strategy, transition approach, governance model, assumptions, dependencies and risks.

Coordinate with Finance and pricing teams to gather cost inputs, FTE assumptions, productivity levers, pyramid mix inputs and commercial dependencies required for proposal completion.

Work with SMU, Technology, SRM, BITS, Quality, Risk, Security, Compliance and Transformation Office teams to collect validated inputs and ensure proposal responses are complete and aligned.

Maintain bid calendars, action trackers, version control, submission checklists, open items logs and stakeholder follow-up notes for active pursuits.

Support the creation of client presentation materials, solution summaries, case study inputs, transformation intervention lists and executive proposal sections.

Research Insurance industry processes, client pain points, solution benchmarks and Wipro capability content to strengthen response quality and relevance.

Ensure standard templates, reusable content, credentials, assumptions and compliance responses are kept up to date for future pursuits.

Participate in internal review meetings, capture actions, follow through on pending items and support leadership with concise status updates.

Required Qualifications and Experience

Bachelor’s degree is required. MBA, Insurance, Finance, Operations or Business-related qualification is preferred.

2–5 years of experience in Insurance operations, BPS/BPO, consulting support, proposal support, bid management, solution support, business analysis or pre-sales support.

Mandatory: Insurance domain exposure through operations, process knowledge, consulting, pre-sales, proposal support, transition support or business analysis. Candidates without Insurance exposure should not be shortlisted.

Exposure to Property & Casualty Insurance is preferred. Life Insurance, Annuities, Retirement, Pensions, Claims, Policy Administration, Underwriting Support or Customer Service exposure will be an added advantage.

Basic understanding of RFP response structure, proposal lifecycle, solution components, operating model build-up, staffing assumptions and transition dependencies.

Ability to work with data, templates, Excel trackers, PowerPoint content and Word-based proposal documents with high attention to detail.

Functional

Skills

Strong written communication skills with ability to draft clear, professional and client-ready responses.

Good coordination and follow-up discipline across multiple stakeholders and workstreams.

Working knowledge of Microsoft PowerPoint, Word and Excel for proposal development, trackers, RLS inputs and management reporting.

Ability to summarize inputs, identify gaps, raise risks early and maintain organized documentation during tight timelines.

Understanding of business process outsourcing concepts such as FTE modelling, productivity, transition, governance, quality, compliance and service delivery metrics.

Comfort working in a global environment with cross-functional teams across sales, solutioning, delivery, finance, technology and transformation.

Behavioral

Expectations

High ownership mindset, responsiveness and willingness to learn in a fast-paced bid environment.

Strong attention to detail, document hygiene and version-control discipline.

Ability to manage multiple tasks, follow instructions accurately and meet internal deadlines.

Professional communication style with the confidence to follow up with senior stakeholders for inputs and clarifications.

Collaborative approach with the ability to work effectively as part of a pursuit team.

Curiosity to build Insurance domain depth and develop into a stronger pre-sales and solutioning professional over time.

Key Success

Measures

Timely completion of assigned RFP/RFI response sections and pursuit support activities.

Accuracy and completeness of RLS inputs, trackers, assumptions and documentation.

Quality of coordination across Finance, SMU, Technology, SRM, BITS, Quality, Risk, Compliance and Transformation teams.

Improved proposal consistency through reuse of standard content, templates, credentials and solution assets.

Positive feedback from solution leaders and stakeholders on responsiveness, ownership and document quality.

Demonstrated growth in Insurance domain knowledge and pre-sales capability.