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.