Customer Service Associate – Securities/Capital Markets Role summary To support customers across securities/capital markets products through inbound/outbound calls and digital channels (email/chat/tickets). You’ll resolve queries end-to-end, ensure accurate trade/account support, and meet service, quality, and compliance standards in a fast-paced contact center environment. --- Core responsibilities Ø Handle inbound/outbound calls and digital service requests (email/chat/case tool) for securities/capital markets customers. Ø Account/DP queries, holdings, balances, statements, corporate actions Ø Trade-related queries (order status, trade confirmation, contract notes, settlement timelines) Ø Funds/securities movement queries and service requests Ø Own the case until resolution, setting transparent expectations and providing timely updates. Ø Support customers with settlement-related queries, basic reconciliation-type checks, and issue triage using internal systems. Ø Ensure adherence to SOPs/controls,



complete KYC/verification steps and privacy checks as per policy before disclosing information. Ø Maintain high accuracy in capturing requests, notes, and dispositioning. Ø Meet KPIs such as AHT (where applicable), quality score, resolution TAT, CSAT/NPS contribution, productivity, and schedule adherence. Ø Work closely with Operations, Risk/Compliance, and Product teams to resolve complex cases.

Skills &

competencies Ø Excellent verbal and written communication. Ø Customer-first mindset with calm handling of high-pressure situations. Ø Working knowledge of MS Office; comfort with CRMs, telephony, and case tools.

Required qualifications &

experience Graduate (any discipline). Finance/Commerce preferred. Minimum 2 years of relevant experience in: securities/capital markets contact center support, brokerage/back-office client servicing, or DP/trading support NISM Series VII certification mandatory Please Call Param- (phone hidden)

📌 Financial Associate (Gurugram)
🏢 NISM SERIES 7 CERTIFICATION
📍 Gurugram