Operations & Technology Coordinator (Stock Broking)

20 hours ago

Mumbai Maharashtra, India Latin Manharlal Full time

**Location**: Mumbai

**Qualification**: UG: B.Tech/B.E. in Any Specialization

**Experience in Years**: 1-3 years (Broking / Fintech preferred)

**Scope and Responsibilities**:
**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.

**Requirements**:

- Bachelor’s degree in Finance, Technology, or related field
- 1-3 years of experience in stockbroking, fintech, or financial operations.
- Good understanding of trading systems, depository operations, and order management platforms.
- Strong communication, analytical, and coordination skills.
- Proficiency in MS Excel, Google Sheets
- Basic technical understanding (APIs, data flows, integrations) preferred.
- Ability to multitask, manage stakeholders, and thrive in a fast-paced environment.

**What We Offer**

- Exposure to the latest broking technologies
- Opportunity to collaborate closely with business, tech, and product leadership.
- A growth-oriented environment with scope for cross-functional learning.

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