Client Operations Associate

Location: Mumbai (In-office)
Employment Type: Internship

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 Intern, 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 robust 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, Busines

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🏢 Sandipani Capital
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