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 strong 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) Robust 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 (Mumbai)
🏢 QI-CAP INVESTMENTS PRIVATE
📍 Mumbai