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.

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.

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.

Insurance Career Development Flexible Work hours Learning Opportunities Inclusive and collaborative work culture #LI-DNP