Role: Manager / Associate Manager – Client Onboarding & Operations (AIF / IFSC / Broking)

Function: Client Engagement & Operations

Reports to: AVP – Client Engagement

Role Overview

We'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 solid MIS, reporting, and cross-functional coordination.

Key Responsibilities

Client Onboarding & Investor Lifecycle Management

- Manage end-to-end onboarding across AIF, IFSC and Broking platforms — documentation, compliance review, account opening, and activation
- Standardize onboarding documentation, investor forms, and workflows across products
- Ensure onboarding adherence to regulatory and compliance requirements AIF Operations & Digital Transformation
- Execute the AIF onboarding framework — documentation, investor application packs, operational
- workflows
- Manage digitized onboarding processes via platforms like Orbis
- Coordinate with custodians, trustees, fund administrators, and compliance teams for timely execution

Client Engagement & Relationship Management

- Serve as coordination point between clients, Relationship Managers, and operations teams
- Support HNI/UHNI/Family Office clients on onboarding, servicing,



and execution needs
- Resolve client queries, escalations, and service requests

Process, Governance & Operational Excellence

- Design and implement onboarding/operational processes and SOPs
- Build controls, trackers, and workflow mechanisms to reduce operational risk
- Drive turnaround-time improvements through process/automation initiatives MIS, Reporting & Business Intelligence
- Maintain centralized MIS, onboarding trackers, and dashboards
- Prepare and manage client P&L; and portfolio reports
- Support RMs and management with portfolio analytics

Stakeholder Management

- Coordinate with custodians, brokers, fund administrators, compliance, and legal advisors
- Manage complex onboarding cases and escalations

Required Skills & Experience

- 4–8 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)
- Strong stakeholder coordination skills — custodians, trustees, fund admins, compliance, legal
- High attention to detail, especially with documentation and compliance accuracy

Qualifications

- Graduate/Postgraduate in Finance, Commerce, or related field
- NISM certification preferred; CFP/CWM a plus

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