Consultant - Advisory & Client Solutioning

Synpulse; Pune District; Hybrid; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Insurance

Career Development

Flexible Work hours

Learning Opportunities

Collaborative work culture

Job summary

Synpulse is looking for a consultant in India to assist banks and wealth managers with business transformations. The role involves direct client engagement, developing solutions, and delivering clear proposals from initial discussions to final agreements.

Ideal candidates will have an MBA and 5+ years in consulting with a strong grasp of wealth management concepts. The position offers flexible work hours and opportunities for career development within an inclusive culture.

Qualifications

• 5+ years in consulting, advisory, pre-sales or solutioning within financial services.
• Proven track record with client solutions and pre-sales.
• Willing to travel to client sites as needed.

Responsibilities

• Advise clients on the best-fit strategy and solution.
• Shape requirements into clear proposals and pricing.
• Produce client-ready documents that simplify complex topics.
• Run pre-implementation workshops using client data.
• Manage client requests end-to-end, including risk and commercials.
• Align clients and teams from pitch to delivery.
• Protect scope and timelines during project delivery.

Skills

Client-solutioning

Communication skills

Structured problem-solving

Commercial acumen

Wealth/banking concepts

Education

MBA from Top institutions

Tools

Avaloq

Temenos

FNZ

Job description

About the Role: You will join Synpulses 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.

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.

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.

Benefits:

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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.