Responsibilities As a client onboarding official, your responsibilities will revolve around, but not be limited to: Verification of PMS and Demat Account opening of Individual, NRIs, and non-individual clients. Verification of AIF forms and coordination with the RTA-CAMS team for further processing. Coordinating with, Custodian for the processing of account opening. Liaising with Direct clients for Digital as well offline account opening. Liaising and resolving queries raised by the Compliance team and Internal Auditors. Providing training on the account opening process to the Sales support team. Requirements A qualified graduate with a minimum 3-year continuous employment with either PMS, AIF, MF, CAMS, or fintech. Experienced in PMS manual and digital onboarding for individual and non-individual. Reporting and Investor Relations is preferred. Good understanding of PMS and AIF onboarding process. This job was posted by Gunjan Paliwal from Oaklane Capital Management. Show more Show less
As Head – Marketing, you will shape how Oaklane Capital is perceived by the investing public. This is not a conventional marketing role. You will lead a compliance-aligned brand strategy that balances clarity, credibility, and long-term trust — with zero tolerance for product glamour or short-term hype. You will craft campaigns that elevate investor understanding, not just drive inflows — rooted in the values of simplicity, compounding, and informed decisions. Key Responsibilities Marketing Strategy & Brand Positioning Content & Client Communication Investor Education & Value Messaging Digital Marketing & Performance Analytics Cross-functional & Partner Collaboration Client-Centric Marketing Framework The marketing function is aligned with what investors truly value in their wealth journey. Your major KPI and campaign design will be guided by the following investor priorities: Sense of Security / Peace of Mind Clarity on Financial Situation Progress Toward Financial Goals Portfolio Performance / Returns Ideal Candidate Profile 20+ years in financial services marketing — preferably with AMCs or PMS firms with equity-first focus What We expect you to Bring : Exposure to both B2B (distributor) and B2C (retail) marketing Familiarity with investor education mandates and AMFI/SEBI campaign norms Network of content creators, influencers, and financial educators in the MF space Prior AMC Experience Preference What Success will look like : Brand messaging that resonates emotionally and intellectually with investors Brand recall and perception surveys among digital investors Strong investor engagement across digital and offline channels Digital traffic, campaign ROI, SIP funnel conversion Investor education reach (languages, formats, geographies) Content compliance and audit track record Consistent delivery of marketing aligned to investor priorities — trust, clarity, goal tracking, and outcomes Measurable impact on lead nurturing, investor onboarding, and client retention
Job Title: Executive Assistant to the Founder Reports To: Founder & Managing Partner Function: Strategic Support, Administrative Management, Project Coordination Role Overview This is not your typical EA role . We’re looking for a savvy, high-agency operator who wants to be at the nerve center of a fast-growing investment firm and AI venture — someone who thrives in ambiguity, moves with intent, and becomes the backbone of the Founder’s execution system . You’ll work directly with the Founder across capital markets and technology domains, coordinating strategic initiatives, making systems run smoother, and enabling scale with structure. If you’ve ever wanted a front-row seat to how high-trust, lean organisations build and transition — this is it. We are especially open to women returning to the workforce and professionals seeking longevity, meaning, and ownership in their next role. What You’ll Do Orchestrate the Founder’s calendar, communication, travel, and priorities across two companies Drive project tracking, investor meeting prep, and cross-team execution Coordinate between investment and AI teams with autonomy and follow-through Bring structure to chaos, anticipate roadblocks, and clear bottlenecks Manage high-stakes work with discretion, context, and speed What We’re Looking For 10 years supporting a Founder, CXO, or similar high-leverage role Experience in finance/tech/startups is a plus — mindset matters more than title Sharp written and verbal communication, digital fluency, EQ, and adaptability Bias for action, ownership, and solution-oriented thinking Comfort with multitasking and fast-changing environments Why This Role Is Unique Direct access to strategy, capital, product, and people — all at once Help shape Oaklane’s operating rhythm, scale journey, and founder leverage Be part of a smart, lean, purpose-driven team where you’re trusted to own outcomes Flexibility, longevity, and the chance to grow beyond the role as we scale
Role Overview We are looking for a detail-oriented, proactive, and reliable Accountant to join our growing finance team. The ideal candidate will be responsible for executing day-to-day accounting functions, maintaining accurate financial records, and supporting compliance across direct and indirect taxes. This role is suited for individuals who are eager to grow in a structured finance environment with strong fundamentals in accounting and taxation. Key Responsibilities Manage daily accounting operations including: Journal entries, ledger maintenance, and bank reconciliations Accounts receivable and accounts payable Vendor payments and customer invoicing Ensure statutory compliance and timely filing of: GST returns (GSTR-1, GSTR-3B, annual returns, reconciliations) TDS payments, returns (Form 26Q, 27Q), and certificate issuance Income Tax provisions, advance tax, and other applicable financial compliances Assist in preparation of: Monthly MIS reports Audit schedules and statutory audit support Cash flow statements and financial analysis as required Maintain proper documentation and records for audit and regulatory purposes Coordinate with external consultants (CAs, auditors, etc.) on compliance and filing matters Qualifications Education: B.Com (mandatory) CA Inter / Semi-qualified CA (preferred) Experience: 0–2 years of relevant experience in accounting and tax compliance Internship experience in a CA firm or finance function is an added advantage Required Skills Technical SkillsSoft SkillsSound knowledge of Indian Accounting Standards (Ind AS) and basic financial controlsHigh attention to detail and accuracyHands-on experience with Tally ERP Strong problem-solving mindsetProficiency in MS Excel (VLOOKUP, Pivot Tables, basic formulas)Effective communication and teamworkWorking understanding of GST, TDS & Income Tax rules Ability to manage timelines and multitask Why Join Us? Opportunity to learn and grow in a professionally managed investment firm Exposure to multi-entity accounting (PMS, AMCs) and regulatory compliance Collaborative work environment with strong mentoring and career progression Competitive compensation and performance-linked bonuses
As Head Marketing, you will shape how Oaklane Capital is perceived by the investing public. This is not a conventional marketing role. You will lead a compliance-aligned brand strategy that balances clarity, credibility, and long-term trust with zero tolerance for product glamour or short-term hype. You will craft campaigns that elevate investor understanding, not just drive inflows rooted in the values of simplicity, compounding, and informed decisions. Key Responsibilities Marketing Strategy & Brand Positioning Content & Client Communication Investor Education & Value Messaging Digital Marketing & Performance Analytics Cross-functional & Partner Collaboration Client-Centric Marketing Framework The marketing function is aligned with what investors truly value in their wealth journey. Your major KPI and campaign design will be guided by the following investor priorities: Sense of Security / Peace of Mind Clarity on Financial Situation Progress Toward Financial Goals Portfolio Performance / Returns Ideal Candidate Profile 20+ years in financial services marketing preferably with AMCs or PMS firms with equity-first focus What We expect you to Bring : Exposure to both B2B (distributor) and B2C (retail) marketing Familiarity with investor education mandates and AMFI/SEBI campaign norms Network of content creators, influencers, and financial educators in the MF space Prior AMC Experience Preference What Success will look like : Brand messaging that resonates emotionally and intellectually with investors Brand recall and perception surveys among digital investors Strong investor engagement across digital and offline channels Digital traffic, campaign ROI, SIP funnel conversion Investor education reach (languages, formats, geographies) Content compliance and audit track record Consistent delivery of marketing aligned to investor priorities trust, clarity, goal tracking, and outcomes Measurable impact on lead nurturing, investor onboarding, and client retention
The Executive Assistant (EA) to the Founder will be a highly organized, proactive, and detail-oriented professional responsible for managing the day-to-day operations and supporting the strategic initiatives of the Founder. This role requires a dynamic individual capable of managing complex schedules, coordinating between the hedge fund and AI startup, and providing high-level administrative and project management support. The EA will act as a gatekeeper, confidante, and key facilitator, ensuring the Founder’s time is used efficiently and effectively. Key Responsibilities 1. Administrative Support: Manage the Founder’s calendar, including scheduling meetings, appointments, and travel arrangements across multiple time zones. Prepare and edit correspondence, communications, presentations, and other documents. Handle incoming and outgoing communications on behalf of the Founder, ensuring that urgent matters are prioritized. Organize and maintain files and records, ensuring data confidentiality. 2. Project Management: Oversee and manage key projects initiated by the Founder, including tracking progress and deliverables. Coordinate with various teams across the hedge fund and AI startup to ensure alignment and execution of strategic initiatives. Prepare project updates and reports for the Founder’s review. 3. Investor Relations & Client Liaison: Act as a point of contact for investors, clients, and key stakeholders. Organize investor meetings, presentations, and follow-up communications. Assist in preparing financial summaries, investment reports, and other documentation as required. 4. Research & Data Analysis: Conduct research on market trends, competitors, and industry developments relevant to the hedge fund and AI sectors. Summarize findings in concise reports and provide actionable insights for the Founder’s decision-making process. Support the Founder in analyzing data for both financial investments and AI product development. 5. Operational Support: Facilitate communication and coordination between the hedge fund and AI startup teams. Manage special projects, including event planning, business development initiatives, and new ventures. Optimize operational processes to improve efficiency and reduce costs. 6. Strategic Support: Assist in developing and implementing business strategies, including tracking KPIs and milestones. Prepare briefing materials for meetings, including agendas, minutes, and follow-ups. Support the Founder in maintaining and building relationships with strategic partners and clients. 7. Personal Assistance: Handle personal tasks and errands as required by the Founder, ensuring a work-life balance. Manage personal travel arrangements, events, and other logistics. Key Qualifications Experience: Minimum of 8 years of experience as an Executive Assistant to a C-level executive, preferably within the finance or technology sectors. Education: Bachelor’s degree in Business Administration, Finance, or a related field; MBA or relevant certifications are a plus. Skills: Exceptional organizational and time management skills. Strong project management abilities, with experience in leading cross-functional teams. Excellent written and verbal communication skills, with the ability to draft high-level correspondence. Discretion and confidentiality in handling sensitive information. Attributes: Proactive and able to anticipate the Founder’s needs. High level of emotional intelligence and professionalism. Ability to thrive in a fast-paced, dynamic environment. Strong attention to detail and commitment to accuracy. Compensation Competitive salary with potential for performance-based bonuses.
The Executive Assistant (EA) to the Founder will be a highly organized, proactive, and detail-oriented professional responsible for managing the day-to-day operations and supporting the strategic initiatives of the Founder. This role requires a dynamic individual capable of managing complex schedules, coordinating between the hedge fund and AI startup, and providing high-level administrative and project management support. The EA will act as a gatekeeper, confidante, and key facilitator, ensuring the Founder's time is used efficiently and effectively. Key Responsibilities 1. Administrative Support: Manage the Founder's calendar, including scheduling meetings, appointments, and travel arrangements across multiple time zones. Prepare and edit correspondence, communications, presentations, and other documents. Handle incoming and outgoing communications on behalf of the Founder, ensuring that urgent matters are prioritized. Organize and maintain files and records, ensuring data confidentiality. 2. Project Management: Oversee and manage key projects initiated by the Founder, including tracking progress and deliverables. Coordinate with various teams across the hedge fund and AI startup to ensure alignment and execution of strategic initiatives. Prepare project updates and reports for the Founder's review. 3. Investor Relations & Client Liaison: Act as a point of contact for investors, clients, and key stakeholders. Organize investor meetings, presentations, and follow-up communications. Assist in preparing financial summaries, investment reports, and other documentation as required. 4. Research & Data Analysis: Conduct research on market trends, competitors, and industry developments relevant to the hedge fund and AI sectors. Summarize findings in concise reports and provide actionable insights for the Founder's decision-making process. Support the Founder in analyzing data for both financial investments and AI product development. 5. Operational Support: Facilitate communication and coordination between the hedge fund and AI startup teams. Manage special projects, including event planning, business development initiatives, and new ventures. Optimize operational processes to improve efficiency and reduce costs. 6. Strategic Support: Assist in developing and implementing business strategies, including tracking KPIs and milestones. Prepare briefing materials for meetings, including agendas, minutes, and follow-ups. Support the Founder in maintaining and building relationships with strategic partners and clients. 7. Personal Assistance: Handle personal tasks and errands as required by the Founder, ensuring a work-life balance. Manage personal travel arrangements, events, and other logistics. Key Qualifications Experience: Minimum of 8 years of experience as an Executive Assistant to a C-level executive, preferably within the finance or technology sectors. Education: Bachelor's degree in Business Administration, Finance, or a related field; MBA or relevant certifications are a plus. Skills: Exceptional organizational and time management skills. Strong project management abilities, with experience in leading cross-functional teams. Excellent written and verbal communication skills, with the ability to draft high-level correspondence. Discretion and confidentiality in handling sensitive information. Attributes: Proactive and able to anticipate the Founder's needs. High level of emotional intelligence and professionalism. Ability to thrive in a fast-paced, dynamic environment. Strong attention to detail and commitment to accuracy. Compensation Competitive salary with potential for performance-based bonuses.
As the Executive Assistant (EA) to the Founder, you will play a crucial role in managing the day-to-day operations and supporting the strategic initiatives of the Founder. Your responsibilities will include administrative support, project management, investor relations & client liaison, research & data analysis, operational support, strategic support, and personal assistance. Key Responsibilities: - Administrative Support: - Manage the Founders calendar, including scheduling meetings, appointments, and travel arrangements. - Prepare and edit correspondence, communications, presentations, and other documents. - Handle incoming and outgoing communications on behalf of the Founder. - Organize and maintain files and records, ensuring data confidentiality. - Project Management: - Oversee and manage key projects initiated by the Founder. - Coordinate with various teams to ensure alignment and execution of strategic initiatives. - Prepare project updates and reports for the Founders review. - Investor Relations & Client Liaison: - Act as a point of contact for investors, clients, and key stakeholders. - Organize investor meetings, presentations, and follow-up communications. - Assist in preparing financial summaries, investment reports, and other documentation. - Research & Data Analysis: - Conduct research on market trends, competitors, and industry developments. - Summarize findings and provide actionable insights for decision-making. - Support data analysis for financial investments and AI product development. - Operational Support: - Facilitate communication between teams across different sectors. - Manage special projects including event planning and business development. - Optimize operational processes to improve efficiency. - Strategic Support: - Assist in developing and implementing business strategies. - Prepare briefing materials for meetings and support in maintaining relationships with partners and clients. - Personal Assistance: - Handle personal tasks and errands as required by the Founder. - Manage personal travel arrangements, events, and logistics. Key Qualifications Experience: - Minimum of 8 years of experience as an Executive Assistant to a C-level executive in finance or technology sectors. Education: - Bachelors degree in Business Administration, Finance, or a related field; MBA or relevant certifications are a plus. Skills: - Exceptional organizational and time management skills. - Strong project management abilities. - Excellent written and verbal communication skills. - Discretion and confidentiality in handling sensitive information. Attributes: - Proactive and able to anticipate needs. - High emotional intelligence and professionalism. - Ability to thrive in a fast-paced environment. - Strong attention to detail and commitment to accuracy. The company offers a competitive salary with potential for performance-based bonuses.,