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About the job
Key Responsibilities
1. Sales Coordination
Lead assignment & tracking
Follow-up on 1-to-1 calls
Managing no-shows & rescheduling
Maintaining lead sheets & reporting
2. Backend Operations
Client onboarding (Broking / API / Algo setup)
Account opening coordination
Resolving onboarding issues
3. Accounts Coordination
GST filing coordination with CA
Coordination with financial partners (like IIFL)
Payment tracking & reconciliation
4. Course Management
Course access & onboarding
Managing student groups (WhatsApp/Telegram)
Scheduling sessions
Uploading resources (PDFs, content)
Handling queries & collecting feedback/testimonials
5. Systems & Automation
Working on Zoho CRM implementation
Setting up Email & WhatsApp automations
Sending weekly newsletters
Improving internal processes
6. Trading Support
Managing account logins
Ensuring algo execution runs smoothly
Coordinating with team for issue resolution
7. Founder’s Office Support
Daily reporting & dashboards
Task tracking & follow-ups
Coordinating across teams
YouTube video uploads
Skill(s) required
Only those candidates can apply who:
1. have minimum 1 years of experience
2. are from Mumbai only
Other requirements
Annual CTC: ₹ 4,00,000 – 4,00,001 /year