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 chance 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 Technol

📌 Financial Services Innovation Advisor Mumbai
🏢 Dailoqa
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