Associate Director - Industry Proposition - Retail Banking & Wealth
Job Title: Functional Expert – Industry Role Banking/Wealth
Location: Mumbai/Noida
About Dailoqa
Dailoqa is an AI-first solutions delivery firm focused on Financial Services, pioneering the shift from digital-native to AI-native enterprise transformation. Our proprietary Broccoli™ Reference Architecture enables regulated, explainable, and enterprise-scale agentic AI solutions that replace fragmented SaaS stacks and deliver measurable impact across wealth management, retail and corporate banking.
The banking industry stands at a once-in-a-generation inflection point, moving beyond traditional digital transformation into the Agentic AI era.
Agentic AI is set to fulfil digital’s unfulfilled promise, enabling hyper-personalization, ease and speed of change, and trusted, contextual experiences at scale. As customer expectations evolve toward real-time responsiveness, contextual intelligence, and secure orchestration, early movers will redefine industry standards, set benchmarks, and build unmatched capabilities.
If you’re eager to learn, collaborate, and shape the future - join us.
About the Role:
We’re seeking motivated and proactive professionals (10+ years of experience) in Financial Services or Consulting, passionate about applying Agentic AI and first-principles thinking to transform Retail and Commercial Banking or Wealth Management domain. Ideal candidates will have a solid background as a Business Analyst/Product owner, a strong understanding of banking products and processes, and a passion for delivering innovative solutions.
Experience in Agentic AI is a plus, but not a must-have.
What’s essential is an eagerness to learn, a techno-functional mindset, and the ability to collaborate effectively to deliver impactful, scalable outcomes.
This role blends business analysis, solution design, and client consulting to help leading banks translate business needs into actionable AI capabilities and AI potential into measurable business value. You will play a pivotal role in translating business needs into AI-enabled capabilities and AI potential into measurable business value driving transformation across retail lending, deposits, onboarding, customer service, business banking, and more
- Demonstrate creative and structured problem-solving to conceptualize innovative solutions across multiple workstreams.
- Manage and deliver multiple parallel deliverables — from business requirement documents and user stories to client presentations and prototypes.
- Serve as a bridge between business and technology, ensuring clarity, alignment, and impact across teams.
- Write high-quality business specifications and translate ideas into actionable steps for development and implementation.
- Collaborate closely with AI, product, and engineering teams to design and orchestrate contextual, responsive, and scalable solutions.
- Communicate confidently and proactively with clients and senior leadership, ensuring transparency and trust throughout the engagement.
- Cultivate a mindset of continuous learning, staying ahead of emerging tools, frameworks, and trends in AI-driven transformation.
- Own outcomes and ensure timely, high-quality delivery across all client engagements.
What We Offer:
- Opportunity to work on cutting-edge AI-native projects with leading banks, wealth managers, and fintechs.
- Structured learning path on agentic AI and its application to financial services
- Exposure to CXO-level business development and international client engagements
- Entrepreneurial culture where you can shape the future of BFSI AI adoption
- Lead at the frontier: Help reshape Retail and Commercial Banking as the industry transitions from digital to Agentic AI.
- Learn continuously: Gain hands-on experience with emerging frameworks, and contextual AI solutions.
- Collaborate widely: Work alongside visionaries across business, AI, and technology domains.
- Drive visible impact: Build capabilities that redefine customer experiences, agility, and operational intelligence.
- Grow your career in a learning-driven, innovation-led consulting environment.