Website:
dailoqa.com
Job details:
Job Title: Functional Expert – Wealth Mgmt. Industry Proposition
Function: Industry Solutions
Location: Noida, Mumbai
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 8 to 10 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
What We Offer
• Opportunity to work on cutting-edge AI-native projects with leading banks, wealth managers, and fintechs.
• Structured learning path on agentic AI and its application to financial services
• Exposure to CXO-level business development and international client engagements
• Entrepreneurial culture where you can shape the future of BFSI AI adoption
• Lead at the frontier: Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI.
• Learn continuously: Gain hands-on experience with emerging frameworks, and contextual AI solutions.
• Collaborate widely: Work alongside visionaries across business, AI, and technology domains.
• Drive visible impact: Build capabilities that redefine customer experiences, agility, and operational intelligence.
• Grow your career in a learning-driven, innovation-led consulting environment.
Click on Apply to know more.
