Udayan on Money
Website:
udayancare.org
Company:
https://www.linkedin.com/company/udayan-on-money
Seniority: Not Applicable
Industries: Financial Services
Job details:
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
Click on Apply to know more.