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
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.
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.
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