Consultant — Advisory & Client Solutioning

Pune, India, India · On site · Posted 8/30/2026 Leaves the board today
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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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