Customer Service Executive

6 years

0 Lacs

Posted:-1 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Opening: Financial Analyst / Equity & Crypto Trading Specialist

Location:


Role Overview:

equity markets, crypto, ETFs, mutual funds, taxation, settlements, and wealth management


Key Responsibilities:

Candidate may be aligned to any of the following verticals:

1. Wealth Management

  • Analyse equities, ETFs, crypto & mutual funds

  • Track market trends & corporate actions

  • Prepare research reports

2. Trade Operations & Settlements

  • Execute & monitor trades (Equity/ETF/Crypto)

  • Coordinate with brokers/exchanges

  • Reconcile trades & manage T+1/T+2 cycles

3. Taxation

  • Handle GST, TDS/TCS & IT returns

  • Prepare tax reconciliations

  • Support audits & compliance

4. Asset Servicing / Corporate Actions

  • Process dividends, bonuses, rights, mergers

  • Coordinate with custodians/brokers

  • Reconcile entitlements & maintain MIS

5. Trading Infrastructure Support

  • Monitor trading systems & connectivity

  • Support OMS/EMS, APIs, market feeds

  • Perform daily system checks & assist UAT


Required Skills:

  • stocks, crypto, ETFs, MF, wealth management

  • trade settlements / corporate actions

  • NISM guidelines & compliance

  • Good communication & analytical skills

  • Proficient in Excel & reporting

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