Functional expert
2 days ago
Job 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 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 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., Mi FID 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 clientsBusiness 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., Linked In 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 clientsWhat 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
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Functional Expert
3 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 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 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
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
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
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 to transform...
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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...
