Job Description Role: Manager / Associate Manager – Client Onboarding & Operations (AIF / IFSC / Broking)
n Function: Client Engagement & Operations
n Reports to: AVP – Client Engagement
n Role Overview
n 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.
n Key Responsibilities
n Client Onboarding & Investor Lifecycle Management
n n Manage end-to-end onboarding 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 workflows
n Manage digitized onboarding processes via platforms like Orbis
n Coordinate with custodians, trustees, fund administrators, and compliance teams for timely execution
n n Client Engagement & Relationship Management
n n Serve as coordination point between clients, Relationship Managers, and operations teams
n Support HNI/UHNI/Family Office clients on onboarding, servicing,



and execution needs
n Resolve client queries, escalations, and service requests
n n Process, Governance & Operational Excellence
n n 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
n n Stakeholder Management
n n Coordinate with custodians, brokers, fund administrators, compliance, and legal advisors
n Manage complex onboarding cases and escalations
n n Required Skills & Experience
n n 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 Solid stakeholder coordination skills — custodians, trustees, fund admins, compliance, legal
n High attention to detail, especially with documentation and compliance accuracy
n n Qualifications
n n Graduate/Postgraduate in Finance, Commerce, or related field
n NISM certification preferred; CFP/CWM a plus
n

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