Consultant — Advisory & Client Solutioning

Synpulse8; Maharashtra; On-site; INR 2,500,000 - 4,500,000; Full time

Benefits offered by this job

Insurance

Career Development

Flexible Work hours

Learning Opportunities

Inclusive culture

Job summary

Synpulse, a leading financial-services consulting practice, invites experienced consultants in India to join our team. Based in India (Maharashtra), you will work with banks and wealth managers on complex transformations from the first client conversation to the signed proposal.

You will travel to client sites as needed and collaborate with the solution lead across private-banking and wealth-management engagements to deliver results.

Qualifications

• MBA from a top institution with strong academic record.
• 5+ years in consulting or advisory within financial services.
• Proven client-solutioning and pre-sales experience.
• Deep knowledge of wealth and banking concepts.
• Structured, data-driven problem-solver able to clarify ambiguity.
• Excellent verbal and written communication with senior stakeholders.
• Commercial acumen including scoping, estimation, and change requests.
• Experience with core wealth platforms (Avaloq/Temenos/FNZ) is a plus.

Responsibilities

• Advise clients on the best-fit strategy and solution.
• Shape requirements and options into clear proposals, effort estimates and pricing.
• Produce client-ready decks, memos and one-pagers that make complex topics simple.
• Run requirement pre-implementation workshops; turn client data into a feasible approach.
• Own Client requests end-to-end: scope, assumptions, risk, effort and commercials.
• Keep clients, platform vendors and delivery teams aligned from pitch to handover.
• Protect scope, margin and timelines as opportunities move into delivery.

Skills

MBA

Client solutioning

Pre-sales

Stakeholder management

Wealth/banking concepts

Problem solving

Communication

Education

MBA from top institutions

Tools

Avaloq

Temenos

FNZ

Job description

Job Description

About the Role: You will join Synpulse's financial-services consulting practice, advising banks and wealth managers on complex business transformations. Based in India, you will work alongside the solution lead across private-banking and wealth-management engagements from the first client conversation to the signed proposal.

Job Requirements

Required Skills & Qualifications:

• MBA from Top institutions
• 5+ years in consulting, advisory, pre-sales or solutioning within financial services.
• Proven client-solutioning and pre-sales track record
• Sound grasp of wealth / banking concepts: portfolios, instruments, valuations, performance, reporting.
• Structured problem-solver who turns ambiguity into clarity.
• Persuasive communicator, written and verbal; credible with senior stakeholders.
• Commercial acumen — scoping, estimating and change requests.
• Core / wealth-platform exposure (Avaloq, Temenos, FNZ or similar) a plus.
• Willing to travel to client sites as needed.

Job Responsibilities

Key Responsibilities:

• Advise clients on the best-fit strategy and solution.
• Shape requirements and options into clear proposals, effort estimates and pricing.
• Produce client-ready decks, memos and one-pagers that make complex topics simple.
• Run requirement pre-implementation workshops; turn client data into a feasible approach.
• Own Client requests end-to-end: scope, assumptions, risk, effort and commercials.
• Keep clients, platform vendors and delivery teams aligned from pitch to handover.
• Protect scope, margin and timelines as opportunities move into delivery.

Job Benefits

• Insurance
• Career Development
• Flexible Work hours
• Learning Opportunities
• Inclusive and collaborative work culture