Client Services Coordinator

We are Hiring for a coordinator cum Back Office Executive at Mumbai (Vashi) location.

Experience—Minimum 1 Year

Company Profile : -

Promore Fintech caters to all your financial needs. With expertise in investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession, we provide comprehensive financial services aimed at helping our clients navigate complex financial landscapes. Our goal is to offer tailored financial strategies that address individual needs and objectives.

Responsibility :

• Manage SIP registration, renewal, or cancellation
• Day-to-day entry of transactions accurately in portals
• Ensure transactions are completed within cut-off timings.
• Maintain a daily transaction log and NAV confirmation sheet.
• Collect and verify all required documents for new clients
• Create and update client master data in CRM or internal system.
• Ensure client folio mapping and correctness of personal details.
• Coordinate with clients for missing or pending documents.

If you would like to apply, kindly share your updated resume on hr@promore.in or 9824004433