Manager - Operations & Client Experience

2 weeks ago


Gurgaon, Haryana, India iVentures Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company Overview:

iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we are honoured to design life and legacy solutions for over 850 affluent relationships and manage assets worth Rs 1200+ crore on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, etc.

Visit our website for more information – 

We are seeking a highly motivated and experienced 

 
Manager - Operations & Client Experience
  to join our team.

Key Responsibilities:

Client Engagement & Service

  • Liaise with HNI/UHNI clients and wealth partners to ensure smooth operational support.
  • Maintain high service standards through timely and accurate communication.

Operations & Transaction Management

  • Oversee end-to-end PMS, Mutual Fund, and AIF transactions via NSE NMF II, BSE Star MF, and other platforms.
  • Ensure 100% accuracy in trade execution, reconciliation, and reporting.

Compliance & Risk Control

  • Ensure adherence to SEBI, KYC, and AML regulations; coordinate with auditors and compliance teams.

Reporting & Documentation

  • Supervise preparation of portfolio statements, taxation reports, and MIS.

Process & Team Leadership

  • Drive automation, strengthen internal workflows, and mentor the operations and client servicing team.

Qualifications:

  • Graduate/Postgraduate in Finance or Commerce;
    NISM XA & XB preferred.
  • 10+ years

of experience in wealth management operations or client servicing.
- Strong command of compliance, reconciliation, and client reporting.
- Excellent communication, leadership, and analytical skills.

What to Expect?

  • A collaborative environment with exposure to senior management and advisors.
  • Hands-on experience with advanced platforms and financial technologies.
  • Structured growth opportunities in a dynamic wealth management setup.
  • Continuous learning across operations, compliance, and product domains.

Location: Gurgaon



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