Talent.com
No longer accepting applications
Client Operations Associate

Client Operations Associate

ABN CapitalAjmer, IN
9 hours ago
Job description

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

  • Manage 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.
  • C. Compliance

  • 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.
  • Qualifications & Skills

  • 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 and PowerPoint; experience with financial modeling.
  • 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.
  • What We Offer

  • 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.
  • 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

    Operation Associate • Ajmer, IN

    Related jobs
    • Promoted
    • New!
    Associate Client Executive

    Associate Client Executive

    NIITpushkar, gujarat, in
    NIIT is a leading Skills and Talent Development Corporation that is building a manpower pool for global industry requirements. The company, which was set up in 1981 to help the nascent IT industry o...Show moreLast updated: 5 hours ago
    • Promoted
    Senior Associate, Technical Operations

    Senior Associate, Technical Operations

    Albert Inventpushkar, gujarat, in
    Albert‘s mission is to Digitalize the World of Chemistry, using data and machine learning to drastically accelerate the invention of new materials. We are looking for individuals to join our strateg...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Partner Data Operations

    Partner Data Operations

    Avenue Codepushkar, gujarat, in
    Avenue Code is the leading software consultancy focused on delivering end-to-end development solutions for digital transformation across every vertical. We’re privately held, profitable, and have be...Show moreLast updated: 5 hours ago
    • Promoted
    • New!
    Senior Associate - Claims [T500-21212]

    Senior Associate - Claims [T500-21212]

    Arch Global Services Indiapushkar, gujarat, in
    Arch) is a leading global insurer with operations in more than a dozen countries.We write insurance, reinsurance and mortgage insurance on a worldwide basis, and our customers value us as an innova...Show moreLast updated: 5 hours ago
    • Promoted
    HR Operations Associate

    HR Operations Associate

    BrightEdgePushkar, IN
    At Brightedge, we’re building the future of performance marketing through data, creativity, and human insight.Our people are our biggest differentiator — and we’re committed to creating an environm...Show moreLast updated: 19 days ago
    • Promoted
    Senior Associate, Pharma Commercial Operations

    Senior Associate, Pharma Commercial Operations

    KMK Consulting Inc.Pushkar, IN
    KMK is a global data analytics and technology consulting company empowering leaders across the Life Sciences industries to make better data-driven decisions. Our data analytics and software platform...Show moreLast updated: 30+ days ago
    • Promoted
    Operations Associate

    Operations Associate

    AscentraAjmer, IN
    Sherpa builds AI tools for consultants and corporate-strategy teams — software that accelerates high-value, expert work in consulting and professional services. We’re an AI-enabled software company ...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Operations Associate

    Operations Associate

    Discopushkar, gujarat, in
    Disco is building the next generation of nightlife and social experiences.We create verified, curated systems that make nightlife more connected, efficient, and real. Our goal is to bring structure ...Show moreLast updated: 5 hours ago
    • Promoted
    • New!
    Operations Associate

    Operations Associate

    Sova Healthpushkar, gujarat, in
    India's first full-stack microbiome health company.We are pioneers in gut health in India, offering probiotic supplements backed by state-of-the-art microbiome diagnostics and therapeutic programs....Show moreLast updated: 5 hours ago
    • Promoted
    Junior Revenue Operations (Jr. RevOps)

    Junior Revenue Operations (Jr. RevOps)

    RunLoyal : Pet Softwareajmer, rajasthan, in
    RunLoyal is a rapidly growing vertical SaaS company based in Atlanta, GA, transforming the pet care industry through its powerful, cloud-based management platform. Our custom-branded app helps pet c...Show moreLast updated: 27 days ago
    • Promoted
    Client Services Executive

    Client Services Executive

    Cog Cultureajmer, rajasthan, in
    We are seeking a dynamic and strategic.The ideal candidate will have proven experience in managing brands within an.This role requires a mix of strategic thinking, creative sensibility, and excelle...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Client Operations Associate

    Client Operations Associate

    ABN Capitalajmer, rajasthan, in
    Associate – Client Operations & Compliance.Ghatkopar, Mumbai, Maharashtra (In-Person).ABN Capital is a proprietary investment and PMS firm (SEBI Registered) committed to delivering superior risk-ad...Show moreLast updated: 5 hours ago
    • Promoted
    Operations Associate- US

    Operations Associate- US

    AmberAjmer, IN
    Operations Associate (US Region).Long-term accommodation booking platform for students (think.Amber helps 80M students worldwide, find and book full-time accommodations near their universities, wit...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Operations & Client Liaison Manager

    Operations & Client Liaison Manager

    Altossa Projects LLPajmer, India
    We suggest you enter details here.This is a full-time, on-site role for an Operations & Client Liaison Manager, located in Hyderabad. In this role, the Operations & Client Liaison Manager will overs...Show moreLast updated: 12 hours ago
    • Promoted
    • New!
    Associate Director - Client Servicing

    Associate Director - Client Servicing

    FoxyMoronAjmer, Rajasthan, India
    Job Purpose : Lead and coordinate the strategic planning and execution processes to ensure client satisfaction, team productivity, and business growth. Strategic Planning and Communication : -Develop...Show moreLast updated: 1 hour ago
    • Promoted
    • New!
    People & Operations Associate (Founder’s Office)

    People & Operations Associate (Founder’s Office)

    Sparsa AIAjmer, IN
    Sparsa AI is a Singapore and Germany based Industrial-AI Startup, building the next generation of.Our AI agents orchestrate complex workflows across business functions and enterprise applications i...Show moreLast updated: 19 hours ago
    • Promoted
    Client Services Executive

    Client Services Executive

    Health Icons ClubPushkar, IN
    Client Success Manager (Remote – Full Time).India’s #1 Holistic Healing Platform for Women with Endometriosis, PCOS, Thyroid & Infertility. We’re seeking a proactive, emotionally intelligent Client ...Show moreLast updated: 4 days ago
    • Promoted
    MD - USA Operations

    MD - USA Operations

    Golden PrintsPushkar, IN
    Job Title : MD – USA Operations (US Timings).To be considered for this position, please apply and take this quiz.When reaching KPIs, etc, it can be 2L+). High work ethic with strong accountability .A...Show moreLast updated: 28 days ago