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

Functional Consultant – Industry Role Wealth Management



Job description

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



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

Business Operations Specialists



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