Job Title: Functional Expert – Wealth Mgmt. Industry Proposition
Function: Industry Solutions
Location: Noida, Mumbai

Role Overview:
are seeking a Functional Consultant with a robust 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

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