Job DescriptionRole: Manager / Associate Manager – Client Onboarding & Operations (AIF / IFSC / Broking) NFunction: Client Engagement & Operations NReports to: AVP – Client Engagement NRole OverviewnWe'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. NKey ResponsibilitiesnClient Onboarding & Investor Lifecycle Management Nn Manage end-to-endonboarding across AIF, IFSC and Broking platforms — documentation, compliance review, account opening, and activation N Standardize onboarding documentation, investor forms, and workflows across products N Ensure onboarding adherence to regulatory and compliance requirements AIF Operations & Digital Transformation N Execute the AIF onboarding framework — documentation, investor application packs, operational N workflowsn Manage digitized onboarding processes via platforms like Orbis N Coordinate with custodians, trustees, fund administrators, and compliance teams for timely execution NnClient Engagement & Relationship Management Nn Serve as coordination point between clients, Relationship Managers, and operations teams N Support HNI/UHNI/FamilyOffice clients on onboarding, servicing,



and execution needs N Resolve client queries,escalations, and service requests NnProcess, Governance & Operational Excellence Nn Design and implement onboarding/operational processes and SOPs N Build controls, trackers, and workflow mechanisms to reduce operational risk N Drive turnaround-time improvements through process/automation initiatives MIS, Reporting & Business Intelligence N Maintain centralized MIS, onboarding trackers, and dashboards N Prepare and manage client P&L; and portfolio reports N Support RMs and management with portfolio analytics NnStakeholder Management Nn Coordinate with custodians, brokers, fund administrators, compliance, and legal advisors N Manage complex onboarding cases and escalations NnRequired Skills & Experience Nn 4–8 years in wealth management operations / client onboarding (AIF, PMS, Broking, or IFSC preferred) N Strong working knowledge of AIF/PMS regulatory and compliance frameworks (SEBI, NISM a plus) N Hands-on experience with onboarding platforms (Orbis or similar) and MIS/reporting tools (advanced Excel essential) N Robust stakeholder coordination skills — custodians, trustees, fund admins, compliance, legal N High attention to detail, especially with documentation and compliance accuracy NnQualificationsn N Graduate/Postgraduate in Finance, Commerce, or related field N NISM certification preferred; CFP/CWM a plusn

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