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.
Strong customer service and problem-solving skills.




Valuable 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 workplace.

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

Advantages
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