About the Role: You will join Synpulse's financial-services consulting practice, advising banks and wealth managers on complex business transformations. Based in India, you will work alongside the solution lead across private-banking and wealth-management engagements from the first client conversation to the signed proposal.

Job Requirements

Required Skills & Qualifications:

- MBA from Top institutions

- 5 years in consulting, advisory, pre-sales or solutioning within financial services.

- Proven client-solutioning and pre-sales track record

- Sound grasp of wealth / banking concepts: portfolios, instruments, valuations, performance, reporting.

- Structured problem-solver who turns ambiguity into clarity.

- Persuasive communicator, written and verbal; credible with senior stakeholders.

- Commercial acumen — scoping, estimating and change requests.

- Core / wealth-platform exposure (Avaloq, Temenos, FNZ or similar) a plus.





- Willing to travel to client sites as needed.

Job Responsibilities

Key Responsibilities

- Advise clients on the best-fit strategy and solution.

- Shape requirements and options into clear proposals, effort estimates and pricing.

- Produce client-ready decks, memos and one-pagers that make complex topics simple.

- Run requirement pre-implementation workshops; turn client data into a feasible approach.

- Own Client requests end-to-end: scope, assumptions, risk, effort and commercials.

- Keep clients, platform vendors and delivery teams aligned from pitch to handover.

- Protect scope, margin and timelines as opportunities move into delivery.

Job Benefits

Insurance

Career Development

Adaptable Work hours

Learning Opportunities

Inclusive and collaborative work culture

📌 Consultant — Advisory & Client Solutioning (Pune)
🏢 Synpulse8
📍 Pune