RC Manager For Funds

Alter Domus; Hyderabad; On-site; INR 600,000 - 850,000; Full time

Job summary

Alter Domus is seeking a Client Onboarding Support Officer to execute day-to-day onboarding tasks, support Senior Officers and Project Managers, and ensure high-quality client experiences across multiple products. You will handle KYC/AML documentation, coordinate internal teams, and maintain onboarding trackers with a focus on accuracy and timeliness.

The role requires 2+ years in client services or onboarding, strong attention to detail, and proficiency with Excel and CRM tools.

Qualifications

• Onboarding tasks and client setup processes.
• KYC/AML documentation handling and validation.
• Ability to manage multiple onboarding activities under time pressure.
• Proficiency in Excel and presentation tools for reporting.

Responsibilities

• Execute day-to-day onboarding tasks per SOPs and timelines.
• Coordinate client setup: folders, CRM, SFTP, distribution lists, bank setup.
• Maintain onboarding trackers, log progress, and escalate blockers as needed.
• Support data migration, document reviews, and compliance checks.

Skills

Client onboarding

Attention to detail

MS Excel

PowerPoint

Tools

CRM

SFTP

Tracking tools

Job description

Job Description:

About Us

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.

With a deep understanding of what it takes to succeed in alternatives, we believe in being different – in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.

Find out more about life at Alter Domus at careers.alterdomus.com

Position Summary

The Client Onboarding Support Officer is responsible for executing day-to-day onboarding tasks in support of the broader Client Onboarding team. This role focuses on completing assigned onboarding activities accurately and on time, supporting Senior Officers and Project Managers in delivering a consistent and high-quality client experience across Private Equity, Real Assets, Private Credit, and Loan Agency & Administration products. The Officer performs hands-on tasks related to onboarding setup, documentation processing, checklist management, and internal coordination.

Key Responsibilities

• Onboarding Task Execution
• Complete assigned onboarding tasks accurately and within established timelines, following defined workflows and process guides.
• Execute client setup activities including folder creation, CRM updates, SFTP configuration, distribution list setup, and bank setup coordination.
• Update and maintain onboarding checklists, trackers, and status reports on a regular basis.
• Support data migration activities by tracking progress, flagging discrepancies, and updating relevant logs.
• Assist with client transition tasks as directed by Senior Officers or Project Managers.
• Documentation Processing & Compliance Support
• Collect, review, and submit KYC/AML documentation (entity data, ownership structures, tax forms) in line with internal compliance workflows.
• Perform quality checks on onboarding documentation to ensure completeness, accuracy, and proper filing.
• Assist with the preparation and organisation of deal documents, including LPAs, credit agreements, fee letters and other legal agreements (Master Servicing Agreements).
• Log and track document statuses, outstanding items, and follow-up actions in onboarding trackers.
• Flag documentation gaps or compliance issues to the relevant Senior Officer or team lead promptly.
• Internal Coordination & Communication
• Follow up with internal teams on assigned open items and outstanding deliverables to keep onboarding tasks on track.
• Attend and take notes during kickoff meetings, status calls, and team check-ins as directed.
• Communicate task updates clearly and in a timely manner to Senior Officers and Project Managers.
• Escalate issues, blockers, or delays to the appropriate team member as soon as they are identified.
• Reporting & Process Adherence
• Maintain accurate and up-to-date project artifacts (onboarding trackers, checklists, and reporting dashboards).
• Adhere to established SOPs, templates, and process standards for all onboarding activities.
• Flag workflow gaps or process inefficiencies to Senior Officers and contribute ideas for improvement.
• Support the preparation of status reports and onboarding dashboards as directed.

Specific Responsibilities Include

• Set up and maintain onboarding frameworks including folder structures, checklists, and required system setup activities (e.g., CRM, SFTP, distribution lists, bank setup, branding, platform liaison).
• Collect, process, and submit KYC documentation while supporting CAC requirements and internal compliance workflows.
• Track and coordinate legal and closing documentation, including governing documents, agreements, fee letters, and closing sets, ensuring completeness and accuracy.
• Follow up with internal teams (Legal, Compliance, Operations) on open items and deliverables to meet agreed timelines.
• Maintain onboarding trackers and checklists to support Senior Officers and Project Managers with accurate status visibility.

Qualifications

• 2+ years of work experience in client services, onboarding, loan operations, financial services, or an equivalent support role in a growth company.
• Exposure to Private Equity, Real Assets, Private Credit, or Loan Agency & Administration is a plus
• Basic understanding of KYC/AML documentation and onboarding processes.
• Strong attention to detail with the ability to manage multiple tasks in a deadline-driven environment.
• Proficiency in Microsoft Excel and PowerPoint; experience with project management or tracking tools is a plus.
• Reliable, organised, and able to follow established processes with a high degree of accuracy.

Key Competencies & Soft Skills

• Detail-Oriented: Consistently produces accurate, complete, and well-organised work.
• Time Management: Prioritises and completes multiple tasks on time with minimal supervision.
• Communication: Provides clear and timely updates to team members and escalates issues appropriately.
• Collaboration: Works well within a team, supports colleagues, and contributes to shared goals.