PUNE · FULLTIME
Consultant Advisory & Client Solutioning
Synpulse8
Pune · onsite · Posted 51d ago
Sourced from
Not disclosed5–7 yrsfulltimePune
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Section · 01
About this role
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:
Key Responsibilities:
Insurance
Career Development
Flexible Work hours
Learning Opportunities
Inclusive and collaborative work culture
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.
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.
Insurance
Career Development
Flexible Work hours
Learning Opportunities
Inclusive and collaborative work culture
Sourced from foundit
Section · 02
Skills
MBA from Top institutionsWealth banking conceptsSolutioningperformance reportinginstrumentsValuationsPresalesconsulting advisoryportfolios