Synpulse
Consultant — Advisory & Client Solutioning
Skills
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.
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
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