Functional Expert – Wealth Mgmt.

About the job

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 & 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 5 to 8 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture, MBBs including BFSI is a plus) - Skills: - Analytical and structured thinking; ability to translate business problems into workflows - Excellent communication and presentation skills - Mindset: - Curiosity to learn agentic AI and apply it in real client contexts - Entrepreneurial, proactive, and comfortable engaging directly with clients