Sales to Pre-Sales: Is This the Smarter Career Switch in Finance? Ft.Nikhil Nath Ep.97 Fintelligents

Описание: Connect with Nikhil :   / nikhil-nath-cfa-frm-caia-scr-cipm-57392418  

Sales to Pre-Sales: Is This the Smarter Career Switch in Finance?

Confused about your next finance move?

This finance podcast dives into a real finance career journey, covering how professionals move through sales vs pre-sales and what the pre-sales role in finance actually looks like. The discussion clearly explains the RFP process explained, RFI meaning, and the importance of proposal management, along with practical insights on presenting reports to clients and building the right investor mindset for long-term success in investment industry careers.

The episode also breaks down execution-focused topics like common RFP questions, how to write a good RFP, and proven RFP best practices. You’ll learn about realistic RFP preparation time and what hiring teams expect, making it especially useful for anyone planning a sales to pre-sales career switch or already working closely with clients and proposals.

A key highlight is the honest take on finance certifications value, including CFA certification benefits, FRM certification benefits, CAIA certification benefits, SCR certification, and CIPM certification, followed by practical certification advice for professionals. The conversation closes with clear career advice for freshers, actionable finance interview tips, and strategies for handling interview stress, making this episode relevant across all career stages.

Watch till the end for practical career clarity

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Timestamps

01:30 – Introduction
02:20 – Nikhil’s career journey
05:10 – Sales & pre-sales process
09:00 – RFPs & RFIs
12:45 – Presenting reports
14:15 – Investor mindset
16:40 – Common RFP questions
22:20 – What makes a good RFP
24:45 – Time required to create an RFP
26:20 – Switching from sales to pre-sales
27:55 – Why pursue multiple certifications
30:20 – CFA, CAIA, SCR, FRM & CIPM Benefits
33:30 – Advice on certifications
35:00 – One advice for freshers
36:00 – Interview cracking tips
40:30 – Handling interview stress
41:35 – Rapid fire
42:35 – Closing remarks

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