Location: Gurgaon, Sector 30

Line of Business (LOB): Wealth Management

Role Type: Customer & Operations Support

Experience: 0.6 Months - 2 years

Budget: Up to 3.2 LPA (Fixed)

Scope: Supports global investment products and delivers end-to-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.

Shift - Rotational Shifts

Cab Both-side cab within Hiring Zone (Up to 20 KM)

Apply only if you're from Delhi NCR.

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 Round HR Round & Ops Round

Share your updated Resume at: [email protected]

📌 Customer Support-Wealth management (Gurugram)
🏢 PineQ Lab Technology
📍 Gurugram