Consultant - Advisory & Client Solutioning

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.

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

#LI-DNP

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.