Lead Coordinator

Job Description:

Key Responsibilities:

• Coordinate with internal teams and clients to ensure smooth execution of daily operations.

• Handle documentation, reporting, and data management using MS Office tools.

• Manage client portfolios related to Equity, Mutual Funds, and Insurance products.

• Support sales and advisory teams with client communication and follow-ups.

• Maintain accurate records and ensure timely completion of assigned tasks.

• Prepare reports, presentations, and MIS summaries as required.

Required Skills:

• Excellent communication and coordination skills.

• Proficiency in MS Office (Excel, Word, PowerPoint, Outlook).

• Strong knowledge and practical experience in Equity, Mutual Funds, and Insurance.

• Detail-oriented with good organizational and multitasking abilities.

Preferred Qualifications:

• Graduate/Postgraduate in Commerce, Finance, or related field.

• Prior experience in financial services or investment advisory firms will be an added advantage.
  
  
  
  

  Key Skills:

  • Excellent Communication & Coordination

  • MS Office (Excel, Word, PowerPoint)

  • Equity Market Knowledge

  • Mutual Fund Operations

  • Insurance Handling

  • Client Relationship Management

  • Data Management & Reporting

  • Portfolio Tracking

  • Team Coordination

  • Time Management & Accuracy