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

Skills Required