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

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

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 Save this episode if you’re planning your next move Share it with someone exploring finance careers 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 Fintelligents - Your Gateway to Financial Excellence At Fintelligents, we empower finance professionals by providing world-class training and resources for certifications like FRM, CFA, SCR, and more. Whether you're looking to advance your career or enter the finance industry, we've got you covered! Products We Recommend: ⮕ Texas Calculator: https://amzn.to/3CMXHsc ⮕ FRM Handbook: https://amzn.to/3ibJY4K ⮕ FRM Courses: https://fintelligents.com/frm-course/ ⮕ CFA Courses: https://fintelligents.com/cfa-online-... ⮕ SCR Courses: https://fintelligents.com/scr-exam/ Connect with Us on Social Media: Stay ahead in your finance career with the latest updates, tips, and exclusive offers by following us on social media: ⮕ Facebook:   / fintelligents   ⮕ Instagram:   / fintelligents_   ⮕ LinkedIn:   / fintelligents   ⮕ Ganesh Sir's LinkedIn:   / trainerganeshnayak   ⮕ Quora: https://www.quora.com/profile/Ganesh-... Need Further Support? We're here to help! Contact Fintelligents Support for personalized assistance: WhatsApp: http://bit.ly/9833734601 Phone Support: Available now! Call us at +91-9833734601 #financepodcast #financecareers #financecareerjourney #salesvspresales #presalesfinance #presalesrole #rfpprocess #rfi #proposalmanagement #rfpquestions #rfpbestpractices #investmentindustry #investormindset #financecertifications #cfabenefits #frmbenefits #caia #scr #cipm #careeradvice #careeradviceforfreshers #financeinterviewtips #interviewstress #salescareers #presalescareers #fintelligents #frm #cfa #financecareers #financeeducation #frmexam #scr #frmlevel1 #frmlevel2 #financialcertifications #youtubelearning #finance