Job Description

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

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Function: Client Engagement & Operations

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Reports to: AVP – Client Engagement

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Role Overview

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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 strong MIS, reporting, and cross-functional coordination.

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Key Responsibilities

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Client Onboarding & Investor Lifecycle Management

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

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



and execution needs
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- Resolve client queries, escalations, and service requests
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Process, Governance & Operational Excellence

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

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

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- 4–8 years in wealth management operations / client onboarding (AIF, PMS, Broking, or IFSC preferred)
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- Strong working knowledge of AIF/PMS regulatory and compliance frameworks (SEBI, NISM a plus)
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- Hands-on experience with onboarding platforms (Orbis or similar) and MIS/reporting tools (advanced Excel essential)
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- Robust stakeholder coordination skills — custodians, trustees, fund admins, compliance, legal
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- High attention to detail, especially with documentation and compliance accuracy
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Qualifications

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- Graduate/Postgraduate in Finance, Commerce, or related field
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- NISM certification preferred; CFP/CWM a plus
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📌 Client Onboarding & Operations Manager (Raigarh)
🏢 QI-CAP INVESTMENTS PRIVATE
📍 Raigarh