Job Description Job Title: Functional Expert – Wealth Mgmt. Industry Proposition
n Function: Industry Solutions
n Location: Noida, Mumbai
n Role Overview:
n 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.
n The role offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business
n development, and build deep
n expertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).
n Key Responsibilities:
n Project Leadership s Delivery
n • Lead functional workstreams in wealth management projects
n • Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (e.g., MiFID II, FCA Consumer Duty, SEBI)
n • Collaborate with AI architects and tech teams to design and deliver agentic AI prototypes and solutions
n • Support deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clients
n Business Development
n • Work with leadership to develop proposals for BFSI clients, focused on wealth management
n • Conduct market research on wealth management trends, competitors, and regulatory changes
n • Build and deliver client presentations, demos, and POVs to support business development
n • Contribute to thought-leadership content (e.g., LinkedIn posts, client workshops, summit collateral)
n AI s Domain Learning
n • Over time,



develop a working knowledge of agentic AI concepts (RAG, knowledge graphs, intelligent data extraction)
n • Experiment with AI-native tools (conversational apps, multi-agent systems, knowledge modelling)
n Key Requirements:
n • Background: Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory)
n • 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)
n • Skills:
n • Analytical and structured thinking; ability to translate business problems into workflows
n • Excellent communication and presentation skills
n • Mindset:
n • Curiosity to learn agentic AI and apply it in real client contexts
n • Entrepreneurial, proactive, and comfortable engaging directly with clients
n What We Offer
n • Chance to work on cutting-edge AI-native projects with leading banks, wealth managers, and fintechs.
n • Structured learning path on agentic AI and its application to financial services
n • Exposure to CXO-level business development and international client engagements
n • Entrepreneurial culture where you can shape the future of BFSI AI adoption
n • Lead at the frontier: Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI.
n • Learn continuously: Gain hands-on experience with emerging frameworks, and contextual AI solutions.
n • Collaborate widely: Work alongside visionaries across business, AI, and technology domains.
n • Drive visible impact: Build capabilities that redefine customer experiences, agility, and operational intelligence.
n • Grow your career in a learning-driven, innovation-led consulting environment.

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