Sr Functional Consultant/Associate Director-Wealth Industry Proposition

Dailoqa; India; On-site; INR 1,600,000 - 2,600,000; Full time

Job summary

Dailoqa seeks a Functional Expert in Wealth Management to lead client engagements and drive project delivery from Noida or Mumbai. You will translate business requirements into data models and workflows, working with AI architects to prototype agentic AI solutions for banks, wealth managers, and fintechs.

You will also contribute to business development, creating proposals for BFSI clients and delivering demos to stakeholders, while building domain expertise in AI-powered wealth journeys.

Qualifications

• Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory).

Responsibilities

• Lead functional workstreams in wealth management projects.
• Translate client business requirements into structured data models, rules, and workflows aligned to regulatory frameworks (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.
• Work with leadership to develop proposals for BFSI clients, focused on wealth management.

Skills

Analytical thinking

Communication skills

Education

Degree in Business/Finance/Economics/Tech

Job description

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.