Job Description

Job Title: Functional Expert – Wealth Mgmt. Industry Proposition

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Function: Industry Solutions

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Location: Noida, Mumbai

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Role Overview:

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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.

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The role offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business

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development, and build deep

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expertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).

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Key Responsibilities:

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Project Leadership s Delivery

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- Lead functional workstreams in wealth management projects

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- Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (e.g., MiFID II, FCA Consumer Duty, SEBI)

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- Collaborate with AI architects and tech teams to design and deliver agentic AI prototypes and solutions

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- Support deliveries of agentic AI solutions including functional documentation, validation of the solutions and demos to clients

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Business Development

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- Work with leadership to develop proposals for BFSI clients, focused on wealth management

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- Conduct market research on wealth management trends, competitors, and regulatory changes

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- Build and deliver client presentations, demos, and POVs to support business development

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- Contribute to thought-leadership content (e.g., Linked In posts, client workshops, summit collateral)

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AI s Domain Learning

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- Over time,



develop a working knowledge of agentic AI concepts (RAG, knowledge graphs, intelligent data extraction)

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- Experiment with AI-native tools (conversational apps, multi-agent systems, knowledge modelling)

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Key Requirements:

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- Background: Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory)

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- Domain: Robust experience between 8 to 10 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture, MBBs including BFSI is a plus)

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- Skills:

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- Analytical and structured thinking; ability to translate business problems into workflows

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- Excellent communication and presentation skills

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- Mindset:

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- Curiosity to learn agentic AI and apply it in real client contexts

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- Entrepreneurial, proactive, and comfortable engaging directly with clients

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What We Offer

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- Opportunity to work on cutting-edge AI-native projects with leading banks, wealth managers, and fintechs.

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- Structured learning path on agentic AI and its application to financial services

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- Exposure to CXO-level business development and international client engagements

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- Entrepreneurial culture where you can shape the future of BFSI AI adoption

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- Lead at the frontier: Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI.

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- Learn continuously: Gain hands-on experience with emerging frameworks, and contextual AI solutions.

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- Collaborate widely: Work alongside visionaries across business, AI, and technology domains.

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- Drive visible impact: Build capabilities that redefine customer experiences, agility, and operational intelligence.

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- Grow your career in a learning-driven, innovation-led consulting environment.

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