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Financial Services AI Advisor

  • 15-20 Hrs/Week
  • On-Site - Mumbai
  • 3 months
  • Project posted on: 23/06/2026
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Financial Services AI Advisor

  • Finance
  • Audit
  • Financial planning and analysis
  • Financial Data Analytics

On-Site - Mumbai

15-20 Hrs/Week

3 months

 23/06/2026

Assignment Details

Our client is seeking a senior Financial Services AI Advisor with deep, hands-on experience designing and implementing AI solutions across lending, underwriting, risk management, and customer journeys. The consultant will work closely with portfolio companies to identify AI opportunities, define implementation roadmaps, and share best practices from successful real-world deployments.

The ideal candidate is actively leading or has recently delivered AI transformation initiatives within banks, NBFCs, fintech, digital lenders, or credit institutions, with demonstrable business impact.

Key Responsibilities
 

  • Advise portfolio companies on AI strategy, use case prioritization, and implementation approaches.
  • Assess current business processes and identify high-impact AI opportunities across lending, underwriting, collections, risk, and customer engagement.
  • Develop AI transformation roadmaps, business cases, and implementation frameworks.
  • Share practical lessons learned, deployment challenges, and best practices from successful AI initiatives.
  • Evaluate emerging AI technologies, GenAI applications, and intelligent automation solutions relevant to financial services.
  • Support leadership teams in defining AI operating models, governance structures, and adoption strategies.
  • Guide product, risk, operations, and technology teams through AI-enabled transformation programs.
  • Provide recommendations on vendor selection, technology architecture, and implementation strategies.

Skills Required

  • 15+ years of experience in financial services, consulting, AI, analytics, or digital transformation.
  • Currently leading or recently delivered AI initiatives within Banks, NBFCs, Fintech, Digital Lenders, Credit Institutions
  • Proven track record of implementing AI solutions that delivered measurable business outcomes.
  • Strong understanding of lending, underwriting, risk, customer lifecycle management, and regulatory considerations.
  • Experience working directly with senior executives, business leaders, and transformation teams.
  • Ability to translate business challenges into scalable AI solutions.

About the Client

One of the world’s leading private investment firms

Industry

Financial & Investment

Experience Required:

16+ years

Additional Skills:

  • Digital Transformation
  • Financial Services
  • AI-enabled Credit Underwriting
  • Underwriting
  • Lending
  • Risk Management & Risk Analytics
  • Credit Decisioning & Scoring Models
  • Generative AI Applications in Financial Services

No of open positions:

1

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