Assistant Manager - Strategies & Operations Company Overview: iVentures 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 ₹1200+ Cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, and more. Visit our website for more information – www.iventurescapital.in As part of our digital growth journey, we are looking for an Assistant Manager – Strategies & Operations to manage and enhance our digital ecosystem, which includes email and WhatsApp marketing, Zoho CRM, automation tools, and AI-led operations. This role is ideal for someone who thrives on building systems, improving processes, and enabling client-centric communications through digital innovation. Key Responsibilities: Execute and manage communication workflows across Email and WhatsApp , ensuring timely and high-quality delivery of marketing and service messages. Maintain and optimize client data and activity pipelines within Zoho CRM. Create dashboards and performance reports to track client interactions, campaign outcomes, and sales activity. Implement and experiment with AI tools (e.g., ChatGPT, Canva AI, automation platforms) to improve content, design, and productivity. Collaborate with strategy, marketing, and sales teams to align campaigns with business goals and client engagement plans. Support execution of lead generation initiatives via automated and manual digital touchpoints. Participate in planning and deploying LinkedIn and email marketing automations for targeted outreach. Contribute to presentation decks and internal process documentation to streamline client communication. Assist in data management, reporting, and insights generation to support management decisions. Qualification, Skills, and Traits: Bachelor’s degree in business, marketing, communications, or related field. 2- 4 years of experience in digital operations, CRM management, or strategy support. Hands-on experience with Zoho CRM and platforms like Mailchimp, WhatsApp Business API, or similar tools. Familiarity with AI-driven tools for content generation, marketing automation, and reporting. Proficiency in MS-Office (Excel, PowerPoint); knowledge of graphic/design tools is a plus. Excellent communication, time management, and execution skills. Ability to work cross-functionally in a fast-paced, growth-oriented setup. Creative, tech-savvy, and process-driven mindset. What to Expect? A collaborative environment for operational and strategic growth Opportunity to drive technology-led change in a high-trust advisory business Continuous learning across domains: CRM, automation, analytics, and financial communication Access to premium tools, resources, and industry insights Ownership of impactful projects and visibility across leadership Location: Gurgaon Interested? Apply Now!
AVP – Business Development & Client Relations Company Overview: iVentures 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 ₹1200+ Cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, and more. Visit our website for more information – www.iventurescapital.in Role Overview: We are seeking a highly driven and articulate AVP- Business Development & Client Relations, with 8- 10 years of experience in the financial services sector. This role requires excellent communication, presentation skills, and fluency in English to engage effectively with high-net-worth individuals (HNIs) and establish strategic B2B partnerships. The ideal candidate brings a strong relationship-building mindset and a proven sales track record in wealth management, investment products, or financial advisory services. Key Responsibilities: Develop and manage long-term relationships with HNI clients, family offices, and institutional partners. Identify, pursue, and convert new B2B partnership opportunities across financial institutions, fintechs, and distribution networks. Present financial products and investment solutions in a clear and persuasive manner tailored to client profiles. Create and deliver high-quality sales presentations, proposals, and reports. Act as a strategic advisor, understanding client goals and aligning financial solutions accordingly. Collaborate with internal teams to ensure smooth onboarding and post-sale service for clients and partners. Stay updated on market trends, investment strategies, and regulatory developments relevant to the client base. Requirements: 8- 10 years of proven sales experience in financial services (e.g., wealth management, asset management, private banking, financial advisory). Fluency in English with exceptional communication and presentation skills. Strong network of HNI clients and/or prior exposure to institutional/B2B relationship building. Ability to independently manage the sales cycle from prospecting to closure. High degree of professionalism, integrity, and client-centric approach. MBA/PGDM in Finance, Marketing, or related field preferred. Location- Gurgaon Interested? Apply Now
As a highly driven and articulate Assistant Vice President (AVP) of Business Development & Client Relations, you will play a crucial role in fostering relationships within the financial services sector. With 8-10 years of experience, your primary focus will be on engaging with high-net-worth individuals (HNIs) and establishing strategic B2B partnerships. Your excellent communication and presentation skills, coupled with fluency in English, will be instrumental in effectively presenting financial products and investment solutions tailored to client profiles. Your key responsibilities will include developing and managing long-term relationships with HNI clients, family offices, and institutional partners. You will be tasked with identifying, pursuing, and converting new B2B partnership opportunities across financial institutions, fintechs, and distribution networks. Your role will also involve creating and delivering high-quality sales presentations, proposals, and reports, acting as a strategic advisor to align financial solutions with client goals, and collaborating with internal teams to ensure seamless onboarding and post-sale service for clients and partners. To excel in this role, you should possess 8-10 years of proven sales experience in financial services, such as wealth management, asset management, private banking, or financial advisory. Your fluency in English, exceptional communication and presentation skills, and a strong network of HNI clients or prior exposure to institutional/B2B relationship building will be critical. Additionally, your ability to independently manage the sales cycle from prospecting to closure, coupled with a high degree of professionalism, integrity, and a client-centric approach, will set you up for success. Ideally, you should hold an MBA/PGDM in Finance, Marketing, or a related field. This position is based in Gurgaon. If you are ready to take on this exciting opportunity and contribute to the growth of our organization, we encourage you to apply now and be a part of our dynamic team at iVentures.,
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 – www.iventurescapital.in We are seeking a highly motivated and experienced Operations Manager – Back Office (Wealth Management) to join our Operations team. Key Responsibilities Client Engagement & Service Liaise with HNI/UHNI clients and banking/wealth partners to ensure smooth operational support. Maintain high service standards by providing timely and accurate responses to client requests. Transaction Management Handle transactions related to Mutual Funds, PMS, and AIFs across NSE NMF II / BSE Star MF / other platforms. Ensure accurate execution and reconciliation of purchases, redemptions, switches, and systematic transactions. Reporting & Documentation Prepare and deliver taxation reports, portfolio statements, and capital gain reports for clients. Ensure accuracy and completeness of all back-office records and client documentation. Compliance & Risk Control Adhere to SEBI regulations, KYC/AML requirements, and internal compliance policies. Support audit processes and ensure all operational practices meet regulatory standards. Process & Efficiency Collaborate with internal teams to streamline processes and improve operational workflows. Drive automation and reporting enhancements for better client experience. Qualifications & Skills Education Graduate/Postgraduate in Finance, Commerce, or related field. NISM XA & XB certification preferred. Experience Minimum 5+ years of experience in operations or client servicing within banks, wealth management, or financial services . Prior exposure to handling client transactions in Mutual Funds, PMS, AIFs is mandatory. Skills Communication : Excellent verbal and written communication skills; ability to confidently engage with sophisticated clients. Operational Expertise : Strong knowledge of wealth management transactions, reporting, and reconciliation. Client-Centric : Ability to understand client needs and deliver accurate, timely solutions. Analytical : Proficiency in preparing taxation reports, client statements, and MIS reports with high attention to detail. 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