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