Operations & Technology Coordinator (Stock Broking)

20 hours ago

Mumbai, Maharashtra, India Latin manharlal Securities Pvt Ltd Full time ₹ 5,00,000 - ₹ 15,00,000 per year

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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