Operations & Technology Coordinator (Stock Broking)

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.

Virtual Relationship Manager

Location : Mumbai

Qualification : Any Bachelor's Degree (Preferred)

Experience in Years : Min 1 Year of Relevant Experience in BFSI Industry Preferred

Scope and Responsibilities :

Job Summary

We are seeking a highly motivated and results-driven Virtual Relationship Manager (VRM) to join our team in Mumbai. This is a fast-paced, "work from office" sales role focused purely on acquiring new clients over the phone.

The ideal candidate is a "go-getter" with a natural sales acumen. You must be skilled at opening calls, building instant rapport, and confidently closing deals. If you are passionate about a career in sales and financial services, this is the perfect opportunity for you.

Key Responsibilities

• Client Acquisition: Proactively reach out to potential clients through cold calling, database marketing, and lead follow-ups.
• Sales Pipeline Management: Build and manage a robust pipeline of prospective clients.
• Product Pitching: Clearly articulate the features and benefits of our financial products (Equity, Mutual Funds, Insurance) to prospects.
• Needs Analysis: Understand the client's financial needs and recommend suitable products.
• Sales Closure: Master the art of the telephonic sales process, from opening the call to handling objections and successfully closing the deal.
• Target Achievement: Meet and exceed monthly and quarterly sales targets for client acquisition and revenue.
• CRM Management: Maintain accurate and detailed records of all client interactions and sales activities in our CRM system.
• Compliance: Adhere strictly to all regulatory and company guidelines during the sales process.

Required Skills & Qualifications

• Education: A Bachelor's degree in any stream is mandatory.
• Sales Acumen: A born salesperson with a strong desire to achieve and exceed targets.
• Communication: Exceptional verbal communication and interpersonal skills. Must have a clear, confident, and persuasive communication style.
• Resilience: Must be a "go-getter" who is comfortable with cold calling, handling rejections, and working in a high-pressure sales environment.
• Attitude: High energy, self-motivated, and target-oriented.
• Experience (Preferred): 0-3 years of experience in telesales, business development, or a similar role, preferably within the BFSI (Banking, Financial Services, and Insurance) sector.
• Language: Fluency in English and Hindi is required. Proficiency in Marathi/Gujarati is a plus.

What We Offer

• A competitive fixed salary in the range of ₹2.5 LPA to ₹4.0 LPA.
• Attractive and uncapped performance-based incentives.
• Comprehensive training on our product suite and sales methodology.
• A clear career growth path for top performers.
• A dynamic, professional, and supportive "work from office" environment in Mumbai.