Job Title: Functional Expert – Wealth Mgmt. Industry Proposition

Function: Industry Solutions

Location: Noida, Mumbai

Role Overview:

are seeking a Functional Consultant with a solid 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., 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 10 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.

📌 Sr Functional Consultant/Associate Director-Wealth Industry Proposition (India)
🏢 Dailoqa
📍 India