Role: Manager / Associate Manager – Client Onboarding & Operations (AIF / IFSC / Broking)Function: Client Engagement & OperationsReports to: AVP – Client EngagementRole OverviewWe're looking for a detail-oriented operations professional to manage end-to-end client onboarding, investor lifecycle management, and operational governance across AIF, IFSC, and Broking platforms. This role is central to ensuring a seamless, compliant onboarding experience for HNI, UHNI, and Family Office clients, along with strong MIS, reporting, and cross-functional coordination.Key ResponsibilitiesClient Onboarding & Investor Lifecycle ManagementManage end-to-end onboarding across AIF, IFSC and Broking platforms — documentation, compliance review, account opening, and activationStandardize onboarding documentation, investor forms, and workflows across productsEnsure onboarding adherence to regulatory and compliance requirements AIF Operations & Digital TransformationExecute the AIF onboarding framework — documentation, investor application packs, operationalworkflowsManage digitized onboarding processes via platforms like OrbisCoordinate with custodians, trustees, fund administrators, and compliance teams for timely executionClient Engagement & Relationship ManagementServe as coordination point between clients, Relationship Managers, and operations teamsSupport HNI/UHNI/Family Office clients on onboarding, servicing,



and execution needsResolve client queries, escalations, and service requestsProcess, Governance & Operational ExcellenceDesign and implement onboarding/operational processes and SOPsBuild controls, trackers, and workflow mechanisms to reduce operational riskDrive turnaround-time improvements through process/automation initiatives MIS, Reporting & Business IntelligenceMaintain centralized MIS, onboarding trackers, and dashboardsPrepare and manage client P&L; and portfolio reportsSupport RMs and management with portfolio analyticsStakeholder ManagementCoordinate with custodians, brokers, fund administrators, compliance, and legal advisorsManage complex onboarding cases and escalationsRequired Skills & Experience4–8 years in wealth management operations / client onboarding (AIF, PMS, Broking, or IFSC preferred)Strong working knowledge of AIF/PMS regulatory and compliance frameworks (SEBI, NISM a plus)Hands-on experience with onboarding platforms (Orbis or similar) and MIS/reporting tools (advanced Excel essential)Robust stakeholder coordination skills — custodians, trustees, fund admins, compliance, legalHigh attention to detail, especially with documentation and compliance accuracyQualificationsGraduate/Postgraduate in Finance, Commerce, or related fieldNISM certification preferred; CFP/CWM a plus

📌 Client Onboarding & Operations Manager (Maharashtra)
🏢 QI-CAP INVESTMENTS PRIVATE
📍 Maharashtra