Client Relations Specialist
ABN CapitalRepublic Of India, IN20 hours ago
Job descriptionManage trade execution, settlements, and reconciliations. Maintain accurate transaction records and portfolio data. Liaise with brokers, custodians, and service providers. Prepare client & regulatory MIS, assist in audit and reporting processes. Ensure regulatory adherence (SEBI PMS, Insider Trading, AML / KYC, etc.). Help maintain compliance processes / documentation, monitor for breaches. Stay updated with evolving regulations impacting PMS and proprietary investment entities. Bachelor’s or master’s degree in finance, commerce, business, accounting, or related field (such as B.Com, BMS, BBA, MBA (Finance), CFA, CA, etc.). 1–3 years experience in investment management, finance, or a similar field (Prior PMS / AIF / investment firm exposure or any finance related client-facing role preferred) Strong analytical skills; proficient in Excel andPowerPoint; Knowledge of securities markets, investment products, and regulatory environment (esp. SEBI and capital markets). Attention to detail, process orientation, and willingness to multi-task. Strong communication and interpersonal skills. Opportunity to work closely with investment leadership across multiple domains. Exposure to entire deal lifecycle and multiple asset classes. Fast-paced, flat-structured, high-ownership environment. Competitive compensation with strong performance-driven incentives.
Job Title : Associate – Client Operations & Compliance
Location : Ghatkopar, Mumbai, Maharashtra (In-Person)
Company : ABN Capital
About ABN Capital
ABN Capital is a proprietary investment and PMS firm (SEBI Registered) committed to delivering superior risk-adjusted returns in Indian public equities. We combine deep research with disciplined risk management to achieve our investment goals.
Role : Associate – Investments, Operations & Compliance
We are looking for a high-caliber Associate to join our dynamic team in Ghatkopar, Mumbai. This is a full-time, in-person role working from our Mumbai office. The ideal candidate will play a pivotal role across client interface, operations, and compliance, supporting core business functions.
Key Responsibilities
A. Client Supporting
- Serve as the primary point of contact for assigned clients, addressing their queries and providing timely support.
- Communicate portfolio performance updates, market insights, and investment strategy changes clearly and professionally.
- Coordinate and schedule client meetings, calls, and periodic reviews to ensure regular engagement.
- Assist in preparing client reports, presentations, and investment proposals tailored to client needs.
- Support the onboarding process of new clients, including documentation and compliance checks.
B. Operations
C. Compliance
Qualifications & Skills
experience with financial modeling.
What We Offer
Interested candidates can apply by sending their resume and a short cover note highlighting their interest to aniket@abncapital.in
ABN Capital is an equal opportunity employer committed to fostering an inclusive and meritocratic workplace.
Create a job alert for this search
Client Specialist • Republic Of India, IN
Related jobs
- Promoted
Client Relations Specialist
GramPro Business Services Pvt. Ltd.Republic Of India, IN Recruiting for a leading NBFC".Research and source potential clients and build long-term relationships with them through bancassurance model.
Persuade prospective clients to engage in a phone conver...Show moreLast updated: 7 days ago
- Promoted
Client Relations Specialist
SCGNew Delhi, Republic Of India, IN SCG, Southeast Asia’s most established industrial conglomerate, is expanding in India with a focus on.Sustainable product leadership.
India’s modern construction industry.Indian production strengths...Show moreLast updated: 30+ days ago
- Promoted
Client Relations Specialist
Shila designs Pvt LtdJaipur, Republic Of India, IN We’re seeking a confident and ambitious FEMALE ONLY.If you have a passion for driving sales, building strong client relationships, and achieving measurable results, this role is for you!.You’ll pla...Show moreLast updated: 5 days ago
- Promoted
Client Relations Lead
Team ComputersRepublic Of India, IN You will be responsible for obtaining and maintaining long term key customers by comprehending their requirements.The ideal candidate will be apt in building strong relationships with strategic cus...Show moreLast updated: 7 days ago
- Promoted
Client Relations Specialist
Anand Rathi Share and Stock Brokers LtdPatna, Republic Of India, IN The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals / clients.
Their primary role is to provide personalized financ...Show moreLast updated: 4 days ago
- Promoted
Client Relationship Specialist
KarixRepublic Of India, IN Identify, build, and nurture relationships with key stakeholders within partner organizations, focusing on driving.Collaborate with internal teams, including Customer Success, Sales, and Product, t...Show moreLast updated: 4 days ago
- Promoted
Client Relations Specialist
Kuickfit - Engineered Nutrition LLPRepublic Of India, IN Knowing all the details of the product or service offerings.Regularly updating and obtaining the lists of individual contact details.
Meet and exceed sales target set by the organization.Stay update...Show moreLast updated: 30+ days ago
- Promoted
Client Relations Specialist
Groupe VeritasRepublic Of India, IN Respond to customer inquiries via phone, email, chat, and other communication channels in a professional and timely manner.
Understand customer needs and provide accurate information, guidance, or s...Show moreLast updated: 30+ days ago
- Promoted
Client Relations Specialist
Wisedoc, Inc.Republic Of India, IN You’ll work directly with the founder to build our sales pipeline, conduct market research, and manage early customer relationships.
Identify potential clients (recruiting firms, HR departments, tal...Show moreLast updated: 4 days ago
- Promoted
US Mortgage Client Relations Specialist
Consolidated AnalyticsChennai, Republic Of India, IN We are Hiring For Customer Support US Mortgage !!.The Loan Servicing Customer Relations Support Specialist will primarily follow established processes, procedures, check lists, and other related jo...Show moreLast updated: 4 days ago
- Promoted
Client Relations Specialist
Dart Frog Technologies & Services Pvt. Ltd.Republic Of India, IN Dart Frog Technologies & Services Pvt.PCs and workstations tailored to a variety of needs, ranging from creative professionals to gamers and everyday users.
With over 10 years of experience, we prov...Show moreLast updated: 4 days ago
- Promoted
Client Relationship Specialist - Equity
InCred CapitalRepublic Of India, IN InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth.
Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 26 days ago
- Promoted
Client Relations Specialist
Qube CinemaChennai, Republic Of India, IN At Qube Cinema, technology and innovation are at our core.Our purpose is to bring to life every story - to engage, entertain and enlighten the world.
As a company with a passion for cinema, we are c...Show moreLast updated: 7 days ago
- Promoted
Client Relations Specialist
JupiterRepublic Of India, IN A subject that’s always on our mind.We go through a rollercoaster of emotions when it comes to money.That’s why at Jupiter, our mission is to enable people to improve their relationship with money....Show moreLast updated: 2 days ago
- Promoted
Client Relations Specialist
Awfis Space Solutions LimitedRepublic Of India, IN India’s largest flexible workspace solutions platform, and the first in its sector to be publicly listed on both the Bombay Stock Exchange (BSE) and National Stock Exchange (NSE).Established to mee...Show moreLast updated: 5 days ago
- Promoted
Client Relations Lead
PetpoojaChennai, Republic Of India, IN Build and maintain strong, long-term relationships with existing and prospective clients.Identify client financial needs and provide tailored solutions, including business loans, current account, s...Show moreLast updated: 17 days ago
- Promoted
Client Relations Specialist
FridoPune, Republic Of India, IN Frido is dedicated to enhancing daily living through innovative, ergonomic solutions that promote comfort and well-being.
Our mission is to design the next generation of products to empower people t...Show moreLast updated: 30+ days ago
- Promoted
Client Relations Specialist
StaffigoChennai, Republic Of India, IN Hiring for Inside Sales Specialist.Relevant international sales experience required.Work Location : Chennai (Onsite at Global Delivery Center, Ambattur).
Salary : Excellent package + Huge incentives +...Show moreLast updated: 18 days ago