Job Title: Functional Expert
– Wealth Mgmt. Industry Proposition

Function:
Industry Solutions

Role Overview:

We 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 fintech 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 work-streams 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,

📌 Functional Expert (Mumbai)
🏢 Dailoqa
📍 Mumbai