Customer Support-Wealth management

About the Role

• Role Type: Customer & Operations Support
• Line of Business (LOB): Wealth Management
• Scope: Supports global investment products and delivers end-end assistance across equities, crypto, fixed income, and managed investment products. Candidates are aligned to specific product verticals based on their product familiarity and operational skills.
• Location: Gurgaon, Sector 30
• Shift: Rotational Shifts
• Cab: Both-side cab within Hiring Zone (Up to 20 KM)
• Note: Apply only if you're from Delhi NCR.
• Budget: Up to 3.2 LPA (Fixed)

Key Responsibilities

Customer Support (Investment Support)

• General Enquiries: Addresses concerns regarding investment products, transactions, statements, account updates, fee/charge structures (commissions, spreads, FX charges, custody fees), and portfolio discrepancies.
• Execution & Tax: Handles trade execution issues, failed orders, pricing differences, settlement delays, and tax-related clarifications (capital gains, withholding taxes).
• Rules & Governance: Clarifies product rules, eligibility criteria, and restrictions across supported asset classes while maintaining compliant, customer-friendly communication.

Operations Support (Wealth Back-Office Operations)

• Trade Lifecycle: Supports order processing, execution verification, confirmation, and settlement.
• Reconciliations & Records: Performs cash and securities reconciliations, resolves breaks, updates portfolio positions, and manages settlement exceptions.
• Compliance: Adheres to regulatory guidelines, operational controls, and risk frameworks.

Product-Specific Responsibilities

• Stocks / ETFs / Mutual Funds / Bonds (Brokerage Support)

• Monitors end-to-end trade processing, settlement, ETF movements, bond interest accruals, NAV changes, and fund price updates.

• Manages corporate actions (dividends, interest payments, splits, mergers, rights, fund distributions) and automated investing/savings processes.

• Cryptocurrency

• Handles buy/sell processing, price feed discrepancies, failed transactions, and chain delays.

• Reconciles internal and external wallet movements and ensures compliance with crypto-specific operational controls.

• Managed Products (PEA Accounts, Fixed Income & Private Markets)

• PEA Accounts: Supports account setup, updates, eligibility checks, and regulatory-aligned processing.

• Fixed Income: Processes bond transactions, coupon payments, interest accruals, redemptions, and clearing exceptions.

• Private Markets: Handles capital calls, distributions, valuation updates, capital commitments, lock-in periods, and subscription processes.

Key Role Highlights

• Offers exposure to global multi-asset wealth operations and advanced fintech processes.
• Provides hands-on experience across traditional equities, crypto, fixed income, and private market instruments.

Interview Process

• HR Round
• Ops Round