Operations & Technology Coordinator (Broking)

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.

Skills Required

Process Optimization, Process Improvement, Mis Reports, technology management , Automation, Uat Testing