Functional Expert
3 days ago
Job Title: Functional Expert – Wealth Management Function: Industry SolutionsRole 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 businessdevelopment , and build deepexpertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).Key ResponsibilitiesProject Leadership s DeliveryLead functional workstreams in wealth management projectsTranslate 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 solutionsSupport deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clientsBusiness DevelopmentWork with leadership to develop proposals for BFSI clients, focused on wealth managementConduct market research on wealth management trends, competitors, and regulatory changesBuild and deliver client presentations, demos, and POVs to support business developmentContribute to thought-leadership content (e.g., LinkedIn posts, client workshops, summit collateral)AI s Domain LearningOver 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 RequirementsBackground: 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 workflowsExcellent communication and presentation skillsMindset:Curiosity to learn agentic AI and apply it in real client contextsEntrepreneurial, proactive, and comfortable engaging directly with clientsWhat We OfferOpportunity 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 servicesExposure to CXO-level business development and international client engagementsEntrepreneurial culture where you can shape the future of BFSI AI adoptionLead 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
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Functional Expert
2 days ago
Noida, India Dailoqa Full timeJob Title: Functional Expert – Wealth Management Function: Industry SolutionsRole 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...
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Functional Expert
3 days ago
Noida, India Dailoqa Full timeJob Title: Functional Expert – Wealth ManagementFunction: Industry SolutionsRole 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...
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Functional Expert
4 days ago
Noida, India Dailoqa Full timeJob Title: Functional Expert – Wealth ManagementFunction: Industry SolutionsRole 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 ...
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Functional Expert
3 days ago
Noida, India Dailoqa Full timeJob 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...
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Functional expert
3 days ago
Noida, India Dailoqa Full timeJob 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...
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Functional Expert
2 days ago
Noida, India Dailoqa Full timeJob 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...
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Functional Expert
2 days ago
Noida, India Dailoqa Full timeJob 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...
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Functional expert
2 days ago
Noida, India Dailoqa Full timeJob Title: Functional Expert – Wealth ManagementFunction: Industry SolutionsRole 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...
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Functional Expert
3 days ago
Noida, India Dailoqa Full timeJob Title: Functional Expert – Wealth ManagementFunction: Industry SolutionsRole 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...
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Functional expert
1 day ago
Noida, India Dailoqa Full timeJob Title: Functional Expert – Wealth ManagementFunction: Industry SolutionsRole 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...
