
Operations Intern
3 days ago
About Sanket Dube:
I am an independent financial planning practitioner based in Pune, working on my venture, FinSet. I started FinSet because I saw how most people in India get misled into high-commission products and poor financial choices. My goal is to make honest, practical personal finance advice accessible to working professionals and families.
At this stage, I handle all financial discussions, analysis and client work myself. I am now looking for an intern who can support me with operational and clerical tasks, client follow-ups, reminders, simple compliance work, and logistics for seminars/webinars. This will free me up to focus on client education and financial strategy, while also giving the intern exposure to how a personal finance venture is built from scratch.
About the Internship:
Selected intern's day-to-day responsibilities include:
Following up with clients for documents and insurance and investment policy renewals.
Sending reminders via email/WhatsApp and keeping trackers updated.
Assisting in basic compliance work (training provided).
Researching tasks (e.g., finding information online about insurance networks, compliance processes).
Supporting webinar/seminar logistics (registrations, setup, coordination).
Field Work: Visiting customers, societies, offices, or hospitals for various field tasks when required.
Handling miscellaneous tasks as delegated - flexibility is key.
Other requirements:
Willingness to work hard and try new things.
Curiosity and eagerness to learn.
Reliability - showing up and getting things done.
Basic computer knowledge (emails, browsing, MS Office/Google Sheets).
Ability to understand and follow written instructions in English.
Local language skills (Hindi/Marathi) for fieldwork.
Prior exposure to Excel (good to have but not required).
Experience handling clerical/admin tasks (good to have but not required).
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