Operations & Technology Coordinator (Broking)

2 days ago

Mumbai, Maharashtra, India Latin Manharlal Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Job Title: Operations & Technology Coordinator (Broking)

Location: Mumbai

Employment Type: Full-time

Experience: 1–3 years (Broking / Fintech preferred)

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.

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