Operations & Technology Coordinator (Broking)
5 days ago
Job Title: Operations & Technology Coordinator (Broking)Location: MumbaiEmployment Type: Full-timeExperience: 1–3 years (Broking / Fintech preferred)About the RoleWe 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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