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Functional Consultant – Industry Role Wealth Management Job Opening In Noida – Now Hiring Dailoqa

Functional Consultant – Industry Role Wealth Management

    India Jobs Expertini Expertini India Jobs Noida Other General Functional Consultant – Industry Role Wealth Management

Job description

Role Overview :

We 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.


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, file-checking, advice reporting, wealth nudges).




Requirements

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, multi-agent systems, knowledge modelling)





Key Requirements


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

·     Domain : Strong experience between 8 to 12 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture MBBs in BFSI a plus)


    Skills :

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

o    Excellent communication and presentation skills


Mindset :

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

o   Entrepreneurial, proactive, and comfortable engaging directly with clients



Required Skill Profession

Other General


  • Job Details

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