Co-ordinator

7 days ago

Kandivali Mumbai Maharashtra, India Client of Peoplelan LLP Full time

**Responsibilities**:
**Client Communication**: Coordinators often serve as a point of contact for clients, addressing their inquiries, concerns, and requests related to financial products and services.

**Data Management**: Coordinators may be responsible for maintaining and updating client and financial data, ensuring accuracy and compliance with regulations.

**Documentation**: Maintaining proper records and documentation of financial transactions, client interactions, and other relevant information.

**Problem Resolution**: Addressing client issues or concerns and working to resolve them in a timely and satisfactory manner.

**Collaboration**: Coordinating with different departments within the company, such as accounting, compliance, and customer support, to ensure seamless operations.

**Reporting**: Preparing regular reports on financial activities, performance metrics, and other relevant data for management and clients.

**Compliance**: Ensuring that all financial activities adhere to industry regulations and company policies.

**Qualifications and Skills**:
**Education**: A bachelor's degree in finance, business administration, economics, or a related field is often preferred.

**Financial Knowledge**: Strong understanding of financial products, services, and industry practices is essential.

**Communication**: Excellent communication skills, both written and verbal, to effectively interact with clients and internal teams.

**Attention to Detail**: High level of accuracy and attention to detail, especially when dealing with financial data and transactions.

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Application Question(s):

- How many years of experience do you have as a Coordinator?
- Do you have experience in Client Coordination?
- Where do you stay in Mumbai?
- What is your Notice Period?

Work Location: In person

**Speak with the employer**
+91 9082445787

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