Job Description

Wealth LOB (Customer Support & Operations Support)
Location: Gurgaon
LOB: Wealth
Role Type: Customer Support & Operations Support

Whatsapp CV - 9560932363

About the Role

The Wealth LOB supports global investment products and delivers end-to-end assistance across
equities, crypto, fixed income, and managed investment products.
The role includes both customer support and back-office operational responsibilities across the
following product groups:
- Stocks, ETFs, Mutual Funds & Bonds (Brokerage Support)
- Cryptocurrency
- Managed Products (PEA Accounts, Fixed Income & Private Markets)
Candidates will be aligned to specific product verticals based on their product familiarity and operational skills.

Key Responsibilities

A. Customer Support (Investment Support)
- Address customer concerns related to investment products, transactions, statements, account
updates, and portfolio discrepancies.
- Handle issues related to trade execution, failed orders, pricing differences, and settlement delays.
- Support customer queries on fees and charges (commissions, spreads, FX charges, custody fees,
etc.).
- Assist with tax-related clarifications, including capital gains, withholding taxes, and
product-specific tax treatments.
- Support requests regarding statements, transaction history, account adjustments, payouts, and
related concerns.
- Clarify product rules, eligibility criteria, and investment restrictions for all supported asset classes.
- Ensure accurate, compliant, and customer-friendly communication to maintain high service
standards.
B. Operations Support (Wealth Back-Office Operations)
General Responsibilities Across All Products:
- Support the complete trade lifecycle including order processing, execution verification,
confirmation, and settlement.
- Perform securities and cash reconciliations, identify breaks, and ensure timely resolution.
- Maintain accurate portfolio records, process position updates, and manage settlement exceptions.
- Follow regulatory guidelines, operational controls, and risk frameworks.

C. Product-Specific Responsibilities
1. Stocks / ETFs / Mutual Funds / Bonds (Brokerage Support)
- Support end-to-end trade processing and settlement monitoring.
- Handle corporate actions such as dividends, interest payments, splits, mergers, rights, and fund
distributions.
- Assist with product-specific queries related to fees, taxes, NAV changes, bond coupon updates,
and statement mismatches.
- Monitor ETF movement, bond interest accruals, and fund price updates.
- Support automated investing and savings processes.
2. Cryptocurrency
- Support crypto buy/sell processing, failed transactions, and price feed discrepancies.
- Perform reconciliations for crypto movements, including internal and external wallet updates.
- Address exceptions related to chain delays, execution issues, and transaction irregularities.
- Ensure compliance with crypto-specific operational controls.
3. Managed Products (PEA Accounts, Fixed Income & Private Markets)
PEA Accounts:
- Support account setup, updates, eligibility checks, and regulatory-aligned investment processing.
- Maintain records and ensure adherence to product-specific rules and restrictions.
Fixed Income:
- Process bond-related transactions, interest accruals, coupon payments, and redemptions.
- Support settlement cycles and resolve exceptions in clearing or reconciliation.
- Assist with rules-based validations for product eligibility and investment limits.
Private Markets:
- Support lifecycle events such as capital calls, distributions, and valuation updates.
- Handle queries related to eligibility, lock-in periods, capital commitments, and subscription
processes.
- Ensure accurate position reporting and timely processing of private market transactions.
Why Join This Role?
- Exposure to global multi-asset wealth operations.
- Opportunity to work on equities, crypto, fixed income, and private market products.
- Strong learning environment with advanced fintech processes and international product handling.

Whatsapp CV - 9560932363

Job Types: Full-time, Permanent

Pay: ₹225,000.00 - ₹350,000.00 per year

Benefits:

Health insurance Paid sick time Provident Fund
Work Location: In person