The Role
Advises banks and wealth managers on business transformation solutions from initial client discussions through proposal and delivery handoff. Shapes requirements, solution options, estimates, pricing, and client-ready materials. Leads pre-implementation workshops, manages scope, assumptions, risks, effort, and commercial considerations, and aligns clients, platform vendors, and delivery teams. Protects scope, margins, and timelines throughout the sales-to-delivery process.
Summary Generated by Built In
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.
Job requirements
Required Skills & Qualifications:
Job responsibilities
Key Responsibilities:
Benefits
Insurance
Career Development
Flexible Work hours
Learning Opportunities
Inclusive and collaborative work culture
#LI-DNP
Job requirements
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.
Job 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
#LI-DNP
Skills Required
- MBA from a top institution
- 5+ years of experience in consulting, advisory, pre-sales, or solutioning within financial services
- Proven client solutioning and pre-sales track record
- Knowledge of wealth and banking concepts, including portfolios, instruments, valuations, performance, and reporting
- Structured problem-solving ability
- Persuasive written and verbal communication skills
- Credibility with senior stakeholders
- Commercial acumen in scoping, estimating, and managing change requests
- Exposure to core or wealth platforms such as Avaloq, Temenos, or FNZ
- Willingness to travel to client sites as needed
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The Company
What We Do
Synpulse is a global management consulting and technology partner focused on financial services. It helps financial institutions address major challenges through tailored solutions spanning strategy, implementation, innovation, and business transformation. Drawing on deep industry expertise and market-tested methodologies, the company bridges innovation and business, delivering effective solutions across clients’ value chains while emphasizing efficiency, collaboration, long-term partnerships, and measurable impact.
