This is a full-time, fully remote, five-day workweek role focused on business operations, client servicing, content coordination and execution.

The role will work closely with Udayan Adhye, the Founder, across wealth-management operations, content projects, shows, events and new business initiatives. It is designed for someone who enjoys bringing structure to multiple fast-moving workstreams and taking projects from discussion to completion.

Compensation: ₹6,00,000 per annum + incentives (a quarterly profit share from all business operations)

In addition, you will receive:

• 2 therapy sessions per month

• Annual AI tools budget

We believe in transparent and fair compensation. To keep the process equitable and focused on role fit, we do not ask for your current or expected CTC.

Please apply only if this structure works for you.

🧑‍💼 Client Operations & Servicing

Be the primary execution point for day-to-day client requests and follow-ups
Coordinate onboarding of new clients end-to-end
Create and maintain accurate client profiles, records, and documentation
Ensure a smooth and high-quality client experience across all interactions
Reaching out to leads and clients for their needs/post booking a meeting

💼 Transactions & Investment Execution

Execute investment transactions across platforms with precision
Track transaction status and ensure timely completion
Maintain checklists and audit trails for all operational activities
Coordinate with AMCs, platforms, RTAs, and other intermediaries when required

🗂️ Process & Workflow Management

Build, improve, and manage operational workflows and SOPs
Create trackers and dashboards for tasks, clients, and internal processes
Ensure nothing falls through the cracks across multiple parallel workstreams
Bring structure and clarity to fast-moving execution environments

📬 Communication & Coordination

Manage structured communication with clients (email, WhatsApp, forms, updates)
Follow up proactively on pending items — internally and externally
Translate discussions into clear action items and timelines
Handle Founder's communications

⚙️ Systems & Automation

Use tools and AI to improve speed, accuracy, and scalability of operations
Identify repetitive tasks and convert them into structured processes
Continuously optimise how work gets done

🎙️ Content, Shows & Production Coordination

Coordinate the operational execution of content projects, shows, podcasts and other media initiatives
Reach out to guests, participants, experts and collaborators and coordinate their involvement end-to-end
Manage guest confirmations, briefing notes, consent requirements, recording schedules and follow-ups
Coordinate repurposing and distribution of content across different platforms

🍽️ Events & Experiences

Coordinate private dinners, community gatherings, workshops, meet-ups and other Founder-led events
Identify and coordinate with venues, guests, vendors and service providers
Manage invitations, RSVPs, guest communication, menus, seating, logistics and on-ground requirements
Prepare event budgets and obtain approvals before confirming expenses
Ensure guests receive a thoughtful, professional and well-organised experience

🎯 What Success in This Role Looks Like

Clients experience fast, smooth and dependable service
Content projects and shows move from idea to publishing without unnecessary delays
Guests, collaborators, vendors and team members receive clear and timely communication
Events are thoughtfully planned and professionally executed
No important follow-up, commitment or deadline falls through the cracks

Business Operations - Wealth & Content (Remote)