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Key Responsibilities:

·         Head and manage a team of operations professionals, providing guidance, support, and mentorship to ensure high performance and adherence to company policies and procedures.

·         Oversee investor onboarding processes, ensuring smooth and efficient client onboarding experiences while maintaining compliance with regulatory requirements.

·         Manage the collection and verification of KYC documentation, conducting AML/KYC checks, and ensuring compliance with relevant laws and regulations.

·         Coordinate with banks and fund administrators in Mauritius, facilitating seamless transactions and resolving any operational issues that may arise.

·         Supervise the management of the share registry, maintaining accurate records and ensuring compliance with regulatory standards.

·         Develop and implement automation initiatives to streamline processes, improve efficiency, and reduce manual intervention.

·         Overseeing regulatory audits, ensuring all necessary documentation and information are readily available and assisting with audit preparations as needed.

·         Engage with clients during onboarding and ongoing transactions, addressing inquiries, providing assistance, and ensuring a positive client experience.

Qualification:

·         CA or MBA.

·         5+ years of experience in operations management within the financial services industry, with a focus on investor onboarding, KYC/AML, and regulatory compliance.

·         Proven track record of effectively managing teams and driving results in a fast-paced, deadline-driven environment.

·         Strong understanding of regulatory requirements and industry best practices related to investor onboarding, KYC/AML, and anti-money laundering (AML) compliance.

·         Excellent communication skills, with the ability to interact confidently and professionally with clients, regulators, and internal stakeholders.

·         Demonstrated ability to analyze processes, identify areas for improvement, and implement solutions to enhance operational efficiency.

·         Strong attention to detail, organizational skills, and ability to prioritize tasks effectively.

Location: Mumbai

This role offers an exciting opportunity to shape the direction of our operations team and contribute to our mission of delivering innovative solutions and value-added services to clients across diverse industries. If you thrive in a dynamic and collaborative environment and are passionate about building lasting relationships, we invite you to apply and join our team.

Summary:

The role of Relationship Manager will provide them with the opportunity to be part of the growth and development of Private Equity client coverage in the region. It will play a key role in managing and developing productive relationships with our target clients.

Location: Mumbai

The key responsibilities are:

·          As a relationship manager he/she will be responsible for the full PE client relationships.

·          Proactively initiate client meetings and follow up on business opportunities and client queries with the relevant teams.

·          He/ She will be one point of contact for all Private equities and will know in detail how to navigate with different financial group and find synergies for business opportunity within Dovetail group.

·          Map out new clients / opportunities and cooperate closely with various teams.

·          Keep detailed overviews of client business.

·          Prepare marketing pitches, proposals etc

·          Coordinate and take the lead with internal stakeholders in order to meet strategy and revenue targets.

·          This position will provide the employee with an excellent learning experience within a challenging environment.

Require Candidate profile.

·          Qualification - CA or MBA from a reputable institute

·          Must have 12 + years of sales experience.

·          Ability to provide efficient solutions and meet timelines.

·          Ability to understand regulations of various jurisdictions.

·          Should have good communication skills and ability to work in teams.

·          Should have an affable personality, especially while liaising with counter parties.

Responsibilities:

Acquire and retain Non-Resident Indian (NRI) clients for derivatives clearing business

·         Identify potential leads, prospecting, and qualifying clients through various channels such as referrals, networking, and cold outreach (brokers, CA’s, Banks).

·         Assist in conducting client meetings, presentations, and product demonstrations.

·         Provide support in managing relationships with existing NRI clients, addressing inquiries, resolving issues, and cross-selling additional products and services.

·         Assist in maintaining accurate records of client interactions, sales activities, and pipeline progress.

·         Stay updated on market trends, regulatory changes, and competitor activities in the NRI banking segment to identify opportunities and risks.

·         Collaborate with internal teams to ensure alignment and support for NRI sales initiatives.

·         Participate in training programs and professional development activities to enhance sales skills, product knowledge, and industry expertise.

Location: Mumbai

Summary:

Location: Mumbai

Responsibilities:

·        Design, develop, and deploy Reporting Services reports.

·        Create and maintain SSIS packages to extract, transform, and load (ETL) data.

·        Troubleshoot and resolve reporting and SSIS package issues.

·        Develop and maintain Reporting Services and SSIS documentation.

·        Work closely with business users and other stakeholders to understand reporting requirements.

·        Stay up to date on the latest Reporting Services and SSIS technologies and best practices.

Qualifications:

·       Bachelor’s degree in computer science, Information Technology, or a related field.

·        3+ years of experience designing, developing, and deploying Reporting Services reports.

·        Strong understanding of SQL Server and related data warehousing technologies.

·        Experience with RDL, SSIS, PuTTY, and WinSCP.

·        Ability to work independently and as part of a team.

·        Excellent problem-solving and communication skills.

Preferred:

·        Experience with SSAS and SSRS.

·        Experience with Reporting Services and SSIS deployment and maintenance.

·        Experience with data warehousing methodologies.

Summary:

We are seeking a dynamic and experienced Business Development Manager to develop and maintain strong relationships with law firms and Chartered Accountant (CA) firms in India. The candidate will be responsible for fostering partnerships and driving business opportunities in the areas of Foreign Portfolio Investment (FPI) investments, Foreign Direct Investment (FDI) investments, Derivative Clearing and setting up entities within GIFT City. The primary objective is to leverage existing networks and establish new connections to generate leads and facilitate deal flows.

Location: Mumbai

Key Responsibilities:

·         Generate leads from asset servicing businesses

·         Develop and execute a comprehensive business development strategy to engage law firms and Chartered Accountant firms, emphasizing FPI, FDI, Derivative Clearing and GIFT City-related opportunities.

·         Maintain strong relationships with key stakeholders within targeted law firms and CA firms, including partners, decision-makers, and relevant practitioners.

·         Identify and evaluate potential collaboration opportunities, strategic alliances, and referral partnerships with legal and financial service providers to enhance deal origination capabilities.

·         Act as a trusted advisor and point of contact for legal and financial partners, providing insights, guidance, and support throughout the deal lifecycle.

·         Collaborate closely with internal teams, including Sales, Service and Operations, to ensure seamless execution of client mandates and projects.

·         Drive awareness and visibility of our services and capabilities within the legal and financial services community through targeted marketing initiatives, events, and thought leadership activities.

·         Stay abreast of industry trends, regulatory developments, and market dynamics impacting FPI, FDI, Derivative Clearing, Dovetail’s compliance management solutions and GIFT City initiatives, and leverage insights to inform business development strategies.

·         Prepare and deliver compelling presentations, proposals, and pitches to potential clients and partners, effectively articulating the value proposition and competitive differentiation of our services.

·         Monitor and track business development activities, pipeline progress, and key performance metrics, providing regular updates and insights to senior management.

Qualifications:

·         CA or MBA from reputed organisation

·         Proven track record of 5+ years in business development, sales, or relationship management roles within the legal, financial services, or consulting sectors.

·         Demonstrated experience in cultivating and nurturing strategic partnerships with law firms, Chartered Accountant firms, or professional services organizations.

·         Understanding of FPI, FDI, Derivative Clearing and GIFT City regulations, compliance requirements, and transactional processes.

·         Excellent interpersonal, communication, and negotiation skills, with the ability to build rapport and influence stakeholders at all levels.

·         Strategic thinker with a results-oriented mindset, capable of identifying and capitalizing on emerging market opportunities.

·         Self-motivated and proactive team player with a passion for driving business growth and delivering exceptional client experiences.

·         Willingness to travel as needed to engage with clients and partners.

This role offers an exciting opportunity to shape the direction of our business development efforts and contribute to our mission of delivering innovative solutions and value-added services to clients across diverse industries. If you thrive in a dynamic and collaborative environment and are passionate about building lasting relationships, we invite you to apply and join our team.

Location: GIFT City

Position: Analyst/ Senior Analyst

JOB Role - GIFT City Implementation

• Professional having experience in Fund operations, Compliance and client onboarding.

• Good understanding of regulations with respect to AIF & FPI’s. GIFT city experience will be an additional advantage.

· Ability to handhold customers from deal closure to going live on system

• Develop and communicate clear and actionable deliverables, or activities to be completed to relevant teams within the organisation.

• Support the onboarding and ensure governance by tracking deadlines, deliverables, resources, and timelines throughout the handholding process.

• Ensure relevant document, supporting materials, are updated and readily available for internal teams to proceed with the onboarding process.

• Identify the processes and activities needing improvement and identify and communicate the new workable process standards and best practices to approach those activities.

· Good written and oral communication skills.

Educational Qualification:

Post Graduate or equivalent from University/ Institution/ Board recognized by the Government of India/ International University of repute , relaxable in case of persons with proven related experience in reputed organisations

Experience:

4 to 6 years of relevant experience.

 
Location: Mumbai 

Responsibilities and Duties 

·         Prospecting, generating and acquiring leads, i.e. of, Fund’s & Asset Managers who wish to invest in India / global markets through the GIFT city route.

·         Covering intermediaries like CPA’s trustee & law firms for leads.

·         Identifying prospective clients for Fund Administration business. 

·         Managing and growing existing business and client relationships. 

·         Managing Sales Activities and achieving monthly targets across products and services. 

·         Responsible for preparing yearly budgets and strategies for achieving the targets. 

·         Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and Services. 

·         Coordinating with internal stakeholders for successful implementation of mandates. 

Requirement 

·         Must be a post-graduate or CA

·         4 to 5 years of sales experience. 

·         Ability to provide efficient solutions and meet timelines 

·         Ability to understand regulations of various jurisdictions 

·         Should have good communication skills and ability to work in teams 

·         Should have an affable personality, especially while liaising with counter parties 

About Dovetail Capital Private Ltd.

Dovetail Capital is a young organization which started close to 6 years ago by a set of ex-bankers. Starting with a single line of business, the firm has now ventured in to 4 different businesses in the Capital Market and Fund Business space. The company provides carefully curated financial solutions which spreads across advisory services to offshore investment managers, Institutional Investors and accredited investors, and consultancy services to offshore and onshore asset managers. Currently the firm advises upwards of USD 600 million in Assets under management.

In the consulting business, provides consultancy services for setting up AIFs (Alternate Investment Fund) & FPIs (Foreign Portfolio Investor) for investments into Indian markets. It also runs a turn-key project where it advises on set up of structure to taxation applicability to the setup of counter parties in India.  The consulting business also has ability to take over the back-office of such asset managers and can manage daily operations of the funds.

The company is also a registered Derivative Clearing Member with NSE and clears trades for more than 30 clients onshore & offshore. The firm has placed upwards of INR 500 cr with the exchange and clears around INR 8,000 cr worth of trades daily. 

Job Description

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and Wealth Managers located in the US for investments into India (Equity, Mutual funds, Derivatives, Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments).  It also requires a good understanding of the regulations (FPI & FDI) and creating products as per market requirements.

Reports To: Head – Sales (India, Middle East & US)

Location: Mumbai

Responsibilities and Duties

• Prospecting, generating and acquiring leads, i.e. of Family Offices, Wealth Management Companies, Private Banks & Asset Managers who wish to invest in India / global markets under various asset classes such as equity, Debt, Mutual Funds and unlisted securities.  

• Managing and growing existing business and client relationships.

• Managing Sales Activities and achieving monthly targets across products and services.

• Responsible for preparing yearly budgets and strategies for achieving the targets.

• Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and Services.

Qualifications

• Must be a post-graduate with specialization in finance.

• Must have 3 to 5 years of sales experience.

• Ability to provide efficient solutions and meet timelines

• Ability to understand regulations of various jurisdictions

• Should have good communication skills and ability to work in teams

• Should have an affable personality, especially while liaising with counter parties

Job description:

• Understanding of Capital market /Fund back office operation and/or Fund Adm activities.
• Managing counterparts like find admin, custody, etc. and coordination.
• Tracking of client activities with regards to fund movements, receipts, and entering everything into system and MIS.
• Managing day-to day operational activities
• Responsible for managing client queries on regular basis
• Responsible for preparation & delivery of monthly, quarterly, yearly investor reporting's for funds
• Maintaining MIS of investors in the Fund and co-investors in transactions; maintain MIS of payouts, and managing payouts
• Hands-on on MS office applications along with good knowledge in advance excel.
• To develop ability to handle trade upload, re-verification, custody coordination as activity to be done in consultation of Fund Accounting team and data management.

Responsibilities

• Company/LLP Incorporation
• Right Issue, Private Placement of securities, ESOPS etc. share capital compliances
• Annual Filing, Annual Report, Change in Directors, Auditors, etc.
• Filing of all relevant forms with the Registrar of Companies for Companies and LLPs
• RBI filings with respect to ODI and FDI

• Research and preparation of compliance reports for AIF or PMS

• Assistance in SEZ, Customs, DGFT and Developer related submissions of returns and intimations.                 
• Agenda/ Minutes and all meeting compliances of Companies                
• Maintaining of all statutory records and registers

• Drafting of basic affidavits, letters, MOUs, NDAs, Consent letters etc.              

• KYC documents management and submission wherever required.   

• Bank related resolutions, forms, lists etc. preparation and execution

• Other statutory registrations and Filings                

• Preparations of MIS, Data sheets related to Compliance and Compliance system updating.

Position: Assistant Manager - Compliance & Operations 

Location: Gift City & Mumbai