Functional Consultant Industry Role Wealth Management (Mumbai)

Department Icon Management/ Strategic Consulting
Posted: 20 hours ago
8-12 years
Mumbai City
Management/ Strategic Consulting
work from office
Full Time
Closes 25 Dec 2026

Posted: 20 hours ago
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Job Description

  • Functional Consultant Industry Role Wealth Management (Mumbai)
  • Company: Nameless
  • Job Location: Mumbai, Maharashtra, India
  • Employment Type: Full-time
  • Experience Required: 8 - 12 years

We are seeking a Functional Consultant with a robust 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 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, file-checking, advice reporting, wealth nudges).

  • Key Requirements
  • Background:
  • Degree in Business, Finance, Economics, or Technology (MBA preferred but not mandatory)
  • Domain:
  • Strong experience between 8 to 12 years in Wealth Management / Financial Services (prior consulting experience with Big 4s, Accenture MBBs in BFSI 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 it in real client contexts
  • Entrepreneurial, proactive, and comfortable engaging directly with clients .

Skills

ManagementConsultantPresentation SkillsCuriosity To Learn Agentic AIStructured ThinkingClient Engagement

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