Client onboarding & operations manager

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) Strong 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