Sr.Functional Consultant- Wealth Industry Proposition

Job Title: Functional Expert Wealth Mgmt. Industry Proposition

Function: Industry Solutions

Location: Mumbai/Noida

Role Overview:

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, suitability assessment, advice reporting, wealth nudges).

Key Responsibilities

Project Leadership s Delivery

Lead functional workstreams 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 5to 8years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture, MBBs including BFSI is 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