Talent.com
Client Operations Associate

Client Operations Associate

ABN CapitalNadiad, IN
4 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 • Nadiad, IN

    Related jobs
    • Promoted
    Operations Associate- US

    Operations Associate- US

    AmberAnand, 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
    Operations Associate

    Operations Associate

    AscentraAnand, 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

    DiscoAnand, 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: 4 hours ago
    • Promoted
    Client Relations Associate

    Client Relations Associate

    Element RetailAhmedabad, Republic Of India, IN
    Make outbound calls to prospective and existing customers.Explain company products clearly and effectively.Handle customer inquiries and provide accurate information. Maintain records of calls and f...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Client Relations - Analyst

    Client Relations - Analyst

    ISG (Information Services Group)Ahmedabad, IN
    Wanted : dynamic and creative individuals ready to connect with a like-minded team.You’ll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effect...Show moreLast updated: 4 hours ago
    • Promoted
    Client Relations Associate

    Client Relations Associate

    PintolaAhmedabad, Republic Of India, IN
    Customer Care Executive – Gota, Ahmedabad.Experience Required : Minimum 3 years in Customer Support / Customer Service.We’re looking for an experienced Customer Care Executive to join our team in Go...Show moreLast updated: 6 days ago
    • Promoted
    Operations Associate- Us

    Operations Associate- Us

    AmberNadiād, Republic Of India, IN
    Operations Associate (US Region).About Amber (https : / / amberstudent.Long-term accommodation booking platform for students (think booking. Amber helps 80M students worldwide, find and book full-time a...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Associate Client Executive

    Associate Client Executive

    NIITVadodara, 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: 4 hours ago
    • Promoted
    Revenue Operations Associate

    Revenue Operations Associate

    Scrut AutomationVadodara, IN
    Job Title : Revenue Operations Associate.Scrut Automation is a global leader in Governance, Risk, and Compliance (GRC).Our mission is to help modern enterprises move beyond simple checklists to buil...Show moreLast updated: 27 days ago
    • Promoted
    Business Operations Associate

    Business Operations Associate

    ConfidentialVadodara, India
    We're reinventing the market research industry.At Numerator, we believe tomorrow's success starts with today's market intelligence. We empower the world's leading brands and retailers with unmatched...Show moreLast updated: 5 days ago
    • Promoted
    Associate – Client Engagement

    Associate – Client Engagement

    ConfidentialAhmedabad
    Lead relationship management with CSR partners, philanthropic clients, and implementation stakeholders.Combine strategic thinking with hands-on execution to enable impactful partnerships and social...Show moreLast updated: 10 days ago
    • Promoted
    Operations Associate

    Operations Associate

    HASHNadiad, IN
    HASH is a sub-product of Todayq, an India-based company founded in 2017 by Varun Goel, building innovative products at the intersection of technology and creator economy. We're creating the Netflix ...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Client Operations Associate

    Client Operations Associate

    ConfidentialVadodara, India
    We're reinventing the market research industry.At Numerator, we believe tomorrow's success starts with today's market intelligence. We empower the world's leading brands and retailers with unmatched...Show moreLast updated: 3 hours ago
    • Promoted
    • New!
    Operations & Client Liaison Manager

    Operations & Client Liaison Manager

    Altossa Projects LLPanand, 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: 7 hours ago
    • Promoted
    • New!
    Operations Associate

    Operations Associate

    Sova HealthNadiad, 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: 4 hours ago
    • Promoted
    • New!
    Associate Director - Client Servicing

    Associate Director - Client Servicing

    FoxyMoronVadodara, IN
    Lead and coordinate the strategic planning and execution processes to ensure client satisfaction, team productivity, and business growth. Strategic Planning and Communication : .Develop and communicat...Show moreLast updated: 4 hours ago
    • Promoted
    Client Engagement Associate / Consultant

    Client Engagement Associate / Consultant

    Acquarius Capstorm Limitedahmedabad, gujarat, in
    Are you someone who thrives on building meaningful client relationships and loves technology and creating real business impact?. Would you like to be part of a fast-growing Australian SaaS company t...Show moreLast updated: 18 days ago
    • Promoted
    Associate Transaction Services

    Associate Transaction Services

    CohnReznickAhmedabad, IN
    The Transaction Advisory Services team, part of Cohn Reznick Professional Services’ Advisory (“CRPS Advisory”), manage and supports buy-side and sell-side transaction advisory engagements, providin...Show moreLast updated: 1 day ago