Client Operations Associate
Location: Mumbai (In-office)
Employment Type: Full-time
About Sandipani Capital
At Sandipani Capital, we help individuals and families build long-term wealth through disciplined, evidence-based investing.
We're building a firm that values process, ownership, continuous learning, and exceptional client experience over short-term sales. We believe that the best wealth managers first master operations before advising clients.
If you're looking for a long-term career in wealth management—not just another operations job—we'd love to hear from you.
The Role
As a Client Operations Associate, you'll be responsible for ensuring every client receives a seamless experience by managing operational processes with accuracy, efficiency, and ownership.
You'll undergo structured training in wealth management operations, our investment philosophy, and financial markets. High performers will have a clearly defined career path into senior operations and, eventually, client advisory roles.
Key Responsibilities
- Process financial and non-financial mutual fund transactions accurately.
- Coordinate with AMCs, registrars, and clients to ensure timely execution of requests.
- Manage client documentation, KYC updates, and compliance-related processes.
- Track requests from initiation to completion and proactively follow up until closure.
- Document and continuously improve operational processes and internal SOPs.
- Learn our investment philosophy and build a strong foundation in personal finance and mutual funds.
We're Looking For Someone Who
- Takes ownership and enjoys solving problems.
- Is highly organised and detail-oriented.
- Communicates confidently in English, both written and spoken.
- Learns quickly and enjoys building systems and improving processes.
- Has a genuine curiosity about investing and personal finance.
- Wants to build a long-term career in wealth management.
Preferred Qualifications
- Bachelor's degree in Commerce, Finance, Business, Economics, Engineering, or a related field.
- Proficiency in Microsoft Excel and Google Workspace.
- Fresh graduates are encouraged to apply.
- Prior experience in financial services is a plus, but not required.
What You'll Receive
- Structured training in wealth management operations and investing.
- Sponsorship for NISM certifications.
- Direct mentorship from experienced wealth managers.
- A merit-based career progression framework with opportunities to grow into client advisory and relationship management roles.
- A collaborative, learning-focused work environment where ownership and initiative are recognised.
If you're excited by the idea of building a career in wealth management from the ground up, we'd love to hear from you.
Pay: From ₹15,000.00 per month
Application Question(s):
- Describe something you improved - at college, during an internship or at work - that made a process simpler, faster, or more organised. What was the problem, what did you change, and what was the result?
Education:
Experience:
- Job / Internship: 1 year (Required)
Work Location: In person
