Functional Expert

4 weeks ago

Noida, India Dailoqa Full time

Job Title: Functional Expert – Wealth Management

Function: Industry Solutions


Role Overview:


We are seeking a Functional Expert with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership. This role is ideal for a self-starter who wants to learn and apply agentic AI concepts to transform how wealth managers, banks, and fintechs serve their clients.

The role offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business

development, and build deep

expertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).


Key Responsibilities 

Project Leadership s Delivery 

  • Lead functional workstreams in wealth management projects 
  • Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (e.g., MiFID II, FCA Consumer Duty, SEBI) 
  • Collaborate with AI architects and tech teams to design and deliver agentic AI prototypes and solutions 
  • Support deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clients 

Business Development 

  • Work with leadership to develop proposals for BFSI clients, focused on wealth management 
  • Conduct market research on wealth management trends, competitors, and regulatory changes 
  • Build and deliver client presentations, demos, and POVs to support business development 
  • Contribute to thought-leadership content (e.g., LinkedIn posts, client workshops, summit collateral) 

AI s Domain Learning 

  • Over time, develop a working knowledge of agentic AI concepts (RAG, knowledge graphs, intelligent data extraction) 
  • Experiment with AI-native tools (conversational apps, multi-agent systems, knowledge modelling) 

 

Key Requirements 

  • Background: Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory) 
  • Domain: Strong experience between 8 to 14 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture, MBBs including BFSI is a plus) 
  • Skills: 
  • Analytical and structured thinking; ability to translate business problems into workflows 
  • Excellent communication and presentation skills 
  • Mindset: 
  • Curiosity to learn agentic AI and apply it in real client contexts 
  • Entrepreneurial, proactive, and comfortable engaging directly with clients 

 

What We Offer 

  • Opportunity to work on cutting-edge AI-native projects with leading banks, wealth managers, and fintechs. 
  • Structured learning path on agentic AI and its application to financial services 
  • Exposure to CXO-level business development and international client engagements 
  • Entrepreneurial culture where you can shape the future of BFSI AI adoption 
  • Lead at the frontier: Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI. 
  • Learn continuously: Gain hands-on experience with emerging frameworks, and contextual AI solutions. 
  • Collaborate widely: Work alongside visionaries across business, AI, and technology domains. 
  • Drive visible impact: Build capabilities that redefine customer experiences, agility, and operational intelligence. 
  • Grow your career in a learning-driven, innovation-led consulting environment. 


Apply now at https://www.dailoqa.com/careers

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