Functional Consultant Industry Role Wealth Management (Mumbai)
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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 EngagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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