Job DescriptionJob Title: Functional Expert – Wealth Mgmt. Industry Proposition
NFunction: Industry Solutions
NLocation: Noida, Mumbai
NRole Overview:
Nare 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 fintechs serve their clients.
NThe role offers a unique opportunity to contribute to high-profile projects with global BFSI clients (UK, Europe, India), support CXO-level business
Ndevelopment, and build deep
Nexpertise in AI-powered wealth journeys (such as onboarding, suitability assessment, advice reporting, wealth nudges).
NKey Responsibilities:
NProject Leadership s Delivery
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- 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

nBusiness Development
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- Work with leadership to develop proposals for BFSI clients, focused on wealth management N
- Conduct market researchon 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

nAI s Domain Learning
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- 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 mode

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