Job post: Customer Service Associate – Securities / Capital Markets

Experience: 2+ Years

Qualification: Graduate in Any Discipline

Certification: NISM Series VII – Mandatory

Job Details

We are hiring a Customer Service Associate – Securities / Capital Markets to handle customer queries related to trading, accounts, holdings, settlements, and capital market products through calls, email, chat, and ticketing channels.

Key Responsibilities

- Handle customer queries via calls, email, chat, and service requests.
- Resolve queries related to DP/accounts, holdings, balances, statements, and corporate actions.
- Handle trade-related queries, order status, confirmations, contract notes, and settlements.
- Support funds/securities movement and settlement-related requests.
- Ensure timely and accurate case resolution with proper documentation.
- Follow KYC, verification, privacy, SOP, and compliance guidelines.
- Meet KPIs including Quality, TAT, Productivity, CSAT/NPS, and Schedule Adherence.
- Coordinate with Operations, Risk/Compliance, and Product teams for complex cases.

Required Skills

- Excellent verbal and written communication.
- Robust customer service and problem-solving skills.




- Good knowledge of securities/capital markets and trading processes.
- Familiarity with MS Office, CRM, telephony, and case management tools.
- Ability to work in a fast-paced contact center environment.

Eligibility
- Graduate in any discipline; Finance/Commerce preferred.
- Minimum 2 years of relevant experience in securities/capital markets, brokerage, DP, back-office client servicing, or trading support.
- NISM Series VII – Securities Operations and Risk Management certification is mandatory.

Interested candidates can apply now. Pay: ₹600,000.00 - ₹700,000.00 per year

Benefits

- Work from home

Application Question(s):
- Do you have at least 2 years of experience in Securities/Capital Markets, Brokerage, DP, or Trading Support?

Experience:
- Securities / Capital Markets: 2 years (Required)
- Trade Settlement: 2 years (Required)
- Capital Market Operations: 2 years (Required)
- Client Servicing: 2 years (Required)
- KYC & Compliance: 2 years (Required)

License/Certification:
- NISM Series VII – Securities Operations and Risk Management (Required)

Work Location: In person

📌 Client Service Associate – Capital Markets (Gurugram)
🏢 LPU
📍 Gurugram