Consultant — Advisory & Client Solutioning

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.

Requirements

Required Skills & Qualifications:

- MBA from premier B-schools (IIM’s/ISB or Top institutions abroad) - 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.

Responsibilities

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.

Benefits

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

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