Role Overview

We are looking for an
experienced Process Consultant with robust expertise in Investment/Wealth
Management processes, hands-on skills in process consulting and business
transformation, and working knowledge of AI, data, and automation solutions.
This is a client-facing role where you will partner with business stakeholders,
understand requirements, map processes, define solutions, and support
implementation across advisory, investment, and operations workflows.

Key Responsibilities

1. Process Consulting
& Transformation
- Lead As‑Is process assessments, identify inefficiencies, and design To‑Be processes.
- Support
operating model design across people, process, data, and technology
layers.
- Define
KPIs and measurable outcomes—efficiency, accuracy, cycle time reduction,
STP %, etc.
- Collaborate
with technology and product teams to ensure alignment with business
processes.
- Support
UAT, training, documentation, and change management activities.

2. AI / Data /
Automation Support
- Identify
use cases for AI, analytics, and automation across investment/wealth




operations.
- Work
with AI/data/engineering teams to translate business needs into technical
requirements.
- Support
design of functional workflows for:
- Document extraction (OCR/NLP)
- Predictive insights (risk scoring,
next-best-action)
- Workflow automation (RPA)
- Client 360 and data quality
improvements
- Validate
outputs from AI/automation solutions and ensure they meet business
expectations.

4. Stakeholder &
Delivery Management
- Act
as a bridge between business users, product owners, technology teams, and
vendors.
- Manage
day-to-day functional delivery, prioritization, and issue resolution.
- Prepare
functional documents, user stories, process flows, and test scenarios.
- Ensure
smooth functional deployment and post‑implementation support.

Requirements
Required
Qualifications
- 5–10
years of experience as a Functional Consultant / Business Analyst in Investment
or Wealth Management.

📌 Process consultant-Investment (Bengaluru)
🏢 Thoucentric
📍 Bengaluru