Client Coordinator (Mumbai)

Client Coordinator (Mumbai)

02 Sep
|
Trustwell Management Services Private
|
Mumbai

02 Sep

Trustwell Management Services Private

Mumbai

Client Coordinator

Location: Chakala, Andheri East, Mumbai

Salary: ₹20,000 - ₹30,000 per month (based on experience and interview)

About Green Stapler

Green Stapler helps clients recover investments in shares, mutual funds, and other financial assets. We are looking for a proactive and customer-focused professional to join our team and coordinate with clients, Registrars & Transfer Agents (RTAs), and internal teams to ensure smooth case execution.

Job Summary

As a Client Follow-up & Coordination Executive, you will be responsible for managing client communication, following up on pending cases, coordinating with RTAs, and ensuring timely progress of assigned cases. This role is coordination-focused and requires excellent communication, organization, and follow-up skills.

Key Responsibilities
- Act as the primary point of contact for assigned clients.
- Follow up with clients for pending documents, information, and approvals.
- Coordinate with RTAs such as KFintech, Link Intime, Bigshare, Cameo, and MUFG Intime.
- Liaise with internal teams to ensure timely processing of cases.




- Track case progress and update CRM/internal trackers.
- Resolve routine queries and escalate critical issues when required.
- Ensure a professional and positive customer experience throughout the case lifecycle.

Requirements:
- Graduate in any discipline (Commerce preferred).
- Preferred: 1-2 years of experience in client coordination, customer support, back-office operations, etc.
- Experience working with RTAs or handling RTA coordination will be an added advantage.
- Excellent communication skills in English and Hindi.
- Good working knowledge of MS Excel, MS Word, Google Sheets, and CRM software.
- Strong follow-up, coordination, and organizational skills.
- Ability to manage multiple cases simultaneously in a fast-paced environment.

Job Type: Full time

Pay: ₹20,000.00 - ₹30,000.00 per month

Schedule: Day shift

Work Location: Chakala, Andheri East, Mumbai

Pay: ₹20,000.00 - ₹

📌 Client Coordinator (Mumbai)
🏢 Trustwell Management Services Private
📍 Mumbai

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: client coordinator (mumbai) / mumbai