Lead Coordinator

7 days ago

Ahmedabad, Gujarat, India Kyara Consulting Full time ₹ 2,00,000 - ₹ 6,00,000 per year


Job Description:
Key Responsibilities:

  • Coordinate with internal teams and clients to ensure smooth execution of daily operations.

  • Handle documentation, reporting, and data management using MS Office tools.

  • Manage client portfolios related to Equity, Mutual Funds, and Insurance products.

  • Support sales and advisory teams with client communication and follow-ups.

  • Maintain accurate records and ensure timely completion of assigned tasks.

  • Prepare reports, presentations, and MIS summaries as required.

Required Skills:

  • Excellent communication and coordination skills.

  • Proficiency in MS Office (Excel, Word, PowerPoint, Outlook).

  • Strong knowledge and practical experience in Equity, Mutual Funds, and Insurance.

  • Detail-oriented with good organizational and multitasking abilities.

Preferred Qualifications:

  • Graduate/Postgraduate in Commerce, Finance, or related field.

  • Prior experience in financial services or investment advisory firms will be an added advantage.

    Key Skills:

    • Excellent Communication & Coordination

    • MS Office (Excel, Word, PowerPoint)

    • Equity Market Knowledge

    • Mutual Fund Operations

    • Insurance Handling

    • Client Relationship Management

    • Data Management & Reporting

    • Portfolio Tracking

    • Team Coordination

    • Time Management & Accuracy


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