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Financial Services Project Coordinator

1 month ago

Mumbai, Maharashtra, India Evoke HR Solutions Pvt. Ltd. Full time

We are seeking a highly skilled Financial Services Project Coordinator to join our team at Evoke HR Solutions Pvt. Ltd.

Estimated Salary: ₹1,200,000 - ₹1,800,000 per annum

About the Role:

The successful candidate will be responsible for supporting Relationship Managers in driving exceptional client engagement and managing multiple projects simultaneously.

Key Responsibilities:

  • Client Management & Analytical Support:
    • Develop a deep understanding of client taxonomy and customization requirements.
    • Ensure all deliverables meet client-specific needs with a focus on consistency, accuracy, and quality.
    • Support international RMs by preparing templates, reviewing documents, and assisting with client queries.
  • Project Management:
    • Act as a point of contact for research, publishing, and RM teams during client delivery cycles.
    • Maintain trackers for requests, client updates, and delivery statistics.
    • Coordinate validation and delivery schedules while ensuring timely follow-ups.
  • Administrative Support:
    • Manage client contracts (e.g., MSAs, NDAs), draft work orders, and review invoices.
    • Collaborate with finance for billing and ensure payment follow-ups.
    • Maintain client organization charts, distribution lists, and contact summaries.

Requirements:

  • Bachelor's degree in Finance/Banking or related field.
  • 3-6 years of experience in financial services, preferably in investment banking.
  • Strong knowledge of capital markets and asset classes.
  • Excellent verbal and written communication skills.
  • Advanced proficiency in Excel (pivot tables, calculations, etc.).
  • Analytical mindset with strong attention to detail and problem-solving skills.
  • Proven experience in project management and client relationship management.