Operations Intern

About the Internship

This internship at Wealthy Vault provides a hands-on opportunity to engage in multiple aspects of client service and operational activities within the personal finance and investment advisory domain. Interns will actively participate in processing mutual fund transactions and related documentation, managing client data, and supporting operational workflows alongside the small founding team.

Responsibilities

• Handle preparation and processing of mutual fund transaction forms, KYC documentation, and account opening paperwork, ensuring their completion and tracking.
• Maintain and update client records via Excel and Google Sheets, including data entry, cleansing, reconciliation, and periodic updates.
• Compile portfolio and transaction data by downloading reports from AMC, RTA, and distributor platforms.
• Engage with clients through email and phone to collect pending documents, correct forms, and provide status updates.
• Follow up with AMCs and RTAs to resolve any transaction rejections or service requests.
• Update internal CRM systems to log client interactions, service requests, and task progress.
• Assist with daily administrative tasks and maintaining records for the office.

Candidate Eligibility and Requirements

• Applicants must be available for a full-time, in-office internship in Hyderabad, specifically near KPHB/Kukatpally.
• Internship duration is 4 months, with joining dates between October 27, 2026 and December 1, 2026.
• Candidates from financial or commerce educational backgrounds such as B.Com, BBA, M.Com, or MBA (Finance) are preferred.
• Proficiency in Excel formulas, sorting, and filtering is required; practical testing will be conducted.
• Applicants should possess spoken and written English proficiency alongside spoken Telugu skills.
• Women looking to start or restart their careers and fresh graduates seeking jobs are encouraged to apply.
• Interns are expected to complete the NISM VA certification during the internship; the company will cover the cost.

Company Overview

Wealthy Vault is a Hyderabad-based personal finance and investment advisory firm led by Revanth Chalamala, a certified wealth manager with registrations including AMFI and NISM. The organization specializes in goal-based investment planning and research-driven mutual fund selections to help clients manage long-term portfolios. Along with client advisory, the company operates a platform with free financial calculators and educational content and hosts a Telugu-language YouTube channel dedicated to simplifying personal finance concepts for regional audiences.

Additional Information

• Successful interns may receive a job offer with an annual salary range of ₹400,000 to ₹600,000.
• Perks provided include internship certification, letters of recommendation, and potential employment.