Job Title: Functional Expert – Wealth Mgmt.

Industry Proposition /n Function: Industry Solutions /n Location: Noida, Mumbai /n /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 /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 /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 /n What We Offer /n • Opportunity 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 setting.

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