About Capitalmind PMS:

Capitalmind PMS is a leading technology-first, research-driven Portfolio Management Service provider in India. We are committed to leveraging technology to build a better way to invest, offering creative and transparent investment solutions to our clients, including High Net Worth Individuals (HNIs) and Ultra HNIs.

The Role:

We are seeking a highly motivated, process-driven, and customer-centric Onboarding Associate to join our dynamic operations team. This pivotal role involves spearheading the end-to-end onboarding journey for our HNI and Ultra HNI clients onto the Capitalmind PMS platform. You will be the primary point of contact during this crucial phase, ensuring a seamless, effective, and exceptionally positive experience.

This is an exciting opportunity for a fresh graduate or early-career professional to gain deep insights into wealth management operations and client lifecycle management within a fast-growing fintech environment.

Key Responsibilities:

- HNI/UHNI Client Onboarding: Manage the complete onboarding lifecycle for new PMS clients, meticulously guiding them through every step of the process.

- Document Collection & Verification: Lead the collection, collation, and rigorous verification of all necessary client documentation (KYC, CKYC, FATCA, application forms, agreements) ensuring complete compliance with SEBI PMS regulations and internal policies.

- Pro-active Communication: Maintain constant, clear, and proactive communication with clients, providing regular updates on the status of their onboarding and addressing queries promptly and professionally.

- Stakeholder Coordination: Acts as the central node, coordinating flawlessly with internal teams (Sales, Operations, Compliance), external partners (Custodians, Brokers, Fund Managers),



and technology vendors to resolve bottlenecks and expedite account setup.

- Smooth Journey Leadership: Spearhead the entire process, taking full ownership to ensure a smooth, error-free, and timely transition from prospective client to active investor.

- Problem Solving: Display a strong flair for identifying, troubleshooting, and resolving any issues or delays that arise during the onboarding journey with urgency.

- Process Improvement: Actively identify opportunities to streamline the onboarding workflow and enhance the overall client experience through feedback and process optimization.

- Data Management & Reporting: Ensure meticulous maintenance of all client data and documentation within the company's CRM and operational systems. Generate relevant reports on onboarding metrics.

Requirements

Qualifications:

- Graduate or Post Graduate degree in Commerce, Finance, Management, or a related field.

- Up to 1 year of work experience, preferably in customer-facing roles within financial services, banking, or customer support (experience in PMS/AIF onboarding is a bonus, but not mandatory).

- Solid Flair for Problem Solving: Proven ability to think critically and resolve issues efficiently.

- Bias for Action: Demonstrate a proactive approach with a sense of urgency to get things done.

- Excellent written and verbal communication skills, with a focus on clarity and professionalism.

- High attention to detail and ability to work with accurate data.

- Proficiency in using modern technology platforms (CRM, Microsoft Office Suite).

Join Us:

If you are a passionate, detail-oriented professional with a drive to deliver an exceptional client experience and are eager to learn and grow within a dynamic fintech company, we encourage you to apply.

📌 Onboarding - Associate (Bengaluru)
🏢 Capitalmind Financial Service
📍 Bengaluru