Functional Consultant – Industry Role Wealth Management

2 weeks ago

Noida Uttar Pradesh, India Dailoqa Full time

Role Overview We are seeking a Functional Consultant 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 file-checking advice reporting wealth nudges Requirements Key Responsibilities Project Leadership s Delivery Lead functional work-streams 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 12 years in Wealth Management Financial Services prior consulting experience with Big 4s Accenture MBBs in BFSI a plus Skills o Analytical and structured thinking ability to translate business problems into workflows o Excellent communication and presentation skills Mindset o Curiosity to learn agentic AI and apply it in real client contexts o Entrepreneurial proactive and comfortable engaging directly with clients

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