Operations Manager, Client Integration (Mumbai)

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 qualified 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 - 48 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 .