Operations & Technology Coordinator (Broking)

14 hours ago

Mumbai Maharashtra India, Maharashtra Latin Manharlal Full time

Job Title: Operations & Technology Coordinator (Broking)

Location: Mumbai

Employment Type: Full-time

Experience: 1–3 years (Broking / Fintech preferred)


About the Role

We are seeking a proactive and tech-savvy professional to manage client experience, platform operations, and cross-functional coordination in our broking business.

This role combines client interaction, technology management, and process improvement — ideal for someone who understands both financial operations and digital systems.


Key Responsibilities

  • Act as the primary bridge between clients, internal teams, and technology partners for all platform and service-related matters.
  • Oversee the end-to-end client query lifecycle — from receipt and tracking to resolution and closure within defined SLAs.
  • Coordinate with technology and vendor teams to troubleshoot platform issues, perform UAT testing, and implement product enhancements.
  • Monitor and maintain trading platform uptime, order execution flow, and API stability, escalating issues proactively.
  • Collaborate with Sales, Operations, and Compliance teams to streamline processes and improve client turnaround times.
  • Prepare and analyze MIS reports, issue logs, and performance dashboards for management review.
  • Identify recurring issues or process bottlenecks and recommend automation or process optimization initiatives.
  • Work with the product and tech teams to prioritize system updates and client-facing improvements.
  • Conduct training sessions for internal teams on new platform features, processes, or client communication protocols.
  • Ensure adherence to regulatory and internal compliance standards in all client and system interactions.
  • Gather and synthesize client feedback to assist in feature roadmap planning and continuous experience enhancement.
  • Coordinate with depository participants (CDSL/NSDL), exchange back offices, and support partners for operational matters.
  • Assist in the launch and rollout of new tools, platforms, or integrations within the broking ecosystem.
  • Maintain documentation of workflows, SOPs, and FAQs for internal knowledge management.

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