Process Coordinator

Naikwealth; Mumbai; On-site; INR 500,000 - 700,000; Full time

Job summary

A leading financial services firm in Mumbai is seeking a Process Coordinator to enhance operational efficiency. The candidate will identify process gaps, coordinate with teams, monitor processes, and support data management for client events. Requirements include a graduate degree in Commerce/Management, 2-4 years of experience, and advanced Excel skills. This is an opportunity to join a dynamic team focused on excellence in client service.

Qualifications

• 2–4 years of experience in operations/process coordination (financial services preferred).
• Strong follow-up, execution, and organizational skills.
• Advanced MS Excel skills (data analysis, reporting, dashboards).
• Strong follow-up, execution, and organizational skills.
• Ability to work independently and as part of a team.

Responsibilities

• Identify process gaps, malfunctions, and red flags; submit reports to management.
• Coordinate with process owners and department heads for timely task completion.
• Monitor end-to-end processes, maintain daily/weekly/monthly checklists.
• Provide regular process updates and exception reports to superiors.
• Create and maintain Sales KPI dashboards; track and map leads.
• Manage pre- and post-client data for events/webinars and operations.
• Oversee client gifting activities and ensure timely delivery.
• Support team handling and new process implementations.

Skills

Advanced MS Excel skills

Organizational skills

Execution skills

Follow-up skills

Ability to work independently

Education

Graduate in Commerce/Management or related field

Job description

Company Profile:

A D Naik Wealth is one of India’s top mutual fund distributors, specializing in wealth creation and protection for High‑Net‑Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Job Description: Process Coordinator

Role Overview

• Identify process gaps, malfunctions, and red flags; submit reports to management.
• Coordinate with process owners and department heads for timely task completion.
• Monitor end-to-end processes, maintain daily/weekly/monthly checklists.
• Provide regular process updates and exception reports to superiors.
• Create and maintain Sales KPI dashboards; track and map leads.
• Manage pre- and post-client data for events/webinars and operations.
• Oversee client gifting activities and ensure timely delivery.
• Support team handling and new process implementations.

Candidate Profile

• Graduate in Commerce/Management or related field.
• 2–4 years of experience in operations/process coordination (financial services preferred).
• Advanced MS Excel skills (data analysis, reporting, dashboards).
• Strong follow-up, execution, and organizational skills.
• Ability to work independently and as part of a team.

Location

Ram Mandir

Email

[e-mail] / [e-mail]