Job Description

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.