About The Financialist
The Financialist is strategically backed by Zerodha. We are building India’s best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients' best interests. Our subscription model is designed to align with clients' income levels, making our services accessible to a broad audience.
Role Description:
As a Program/Operations Associate, you'll wear multiple hats and work directly with the founding team members to streamline operations, manage internal processes, and support the delivery of an exceptional experience. This role is perfect for someone who thrives in fast-paced environments, loves solving problems, and wants to grow quickly in a startup.
Experience:
We’re open to candidates across experience levels — if you bring the right skills, mindset, and passion for the role, we’d love to hear from you.
Roles & Responsibilities:
Support end-to-end execution of internal and client-facing processes.
Track project progress and coordinate across teams (advisory, product, marketing) to keep things moving.
Manage dashboards, reports, and client tracking systems.
Identify bottlenecks and improve existing workflows.
Own recurring tasks and ensure they’re completed accurately and on time.
Provide operational support to advisors and clients.
Jump in wherever needed — from client ops to project coordination.
Qualifications & Requirements:
Academic background:
Bachelor’s or Master’s degree (or equivalent) in business administration or operations or related field.
Work Experience: