Growth Coordinator — NBD / Client Servicing
Goregaon (Ram Mandir), Mumbai | On-site

About the firm
We are hiring for a well-known wealth firm in Mumbai. It is a mutual fund distributor, focused on wealth creation and protection for HNI clients. The firm has been in this business for over 30 years, serves 18,000+ clients, and works across 217 cities and 25 countries. The role sits with the new-business team and works daily with the internal operations desk and the sales team.

This post is managed by ECS-Score. The hiring firm’s name is shared only with shortlisted candidates.

About the role
Entry-level coordination role. Not a Relationship Manager role, and not a sales-target role. You keep client meetings, onboarding, documents, transactions, and MIS moving inside TAT. Freshers with transparent communication can apply. 1–2 years in BFSI, mutual fund, insurance, banking operations, or client support is preferred, not mandatory. 3+ years, or a Wealth Manager / RM title, will not be taken forward.

What you will do
• Schedule and coordinate client meetings for the sales team,



and join joint calls when asked
• Handle incoming calls, client queries, and timely replies to clients and prospects
• Run client onboarding end to end: document collection, follow-ups, and closure within TAT
• Coordinate with the operations desk and sales so transactions and client requests do not stall
• Speak to clients on pending documents and open queries
• Punch and track transactions requested by clients and growth managers, and close them within TAT
• Do first-level troubleshooting on transactions, portfolios, and client issues
• Pull data and simple analysis for the sales team
• Maintain sales trackers, CRM / ERP, and send regular MIS
• Support growth managers on daily follow-ups and business-development coordination
• Prepare meeting notes, presentations, and decks
• Build reports and trackers in MS Excel and PowerPoint
• Keep operations, sales, and other internal teams aligned on client se

📌 Growth Coordinator — NBD (Goregaon)
🏢 ECS-Score
📍 Goregaon