Process Coordinator

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

Key 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.

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: adnghr@naikwealth.in / pritika@naikwealth.in