Customer Support Executive

Job Title: Wealth & Capital Markets Operations Analyst Location: Gurgaon Department: Wealth / Capital Markets Operations Work Mode: Work From Office Salary - Upto 37 K PM About the RoleThe Wealth & Capital Markets Operations Analyst will support end-to-end investment, trading, and post-trade operations across global financial products. The role involves handling customer support, back-office operations, corporate actions, settlement, taxation, and regulatory compliance while ensuring accuracy, timeliness, and adherence to market regulations. Key Responsibilities 1. Investment & Customer SupportHandle customer queries related to investments, trades, statements, settlements, fees, and portfolio discrepancies Support issues related to trade execution, failed orders, pricing differences, and settlement delays Assist with tax-related queries including capital gains, dividends, withholding taxes, and FTT Provide accurate and compliant communication across equities, ETFs, mutual funds, bonds, crypto, and managed products 2. Trade Lifecycle & Operations SupportSupport end-to-end trade lifecycle: order processing, execution verification, clearing, and settlement Perform securities and cash reconciliations and resolve breaks or mismatches Maintain accurate portfolio positions and transaction records Liaise with internal teams, custodians, brokers, and counterparties 3. Corporate Actions & Income ProcessingProcess mandatory and voluntary corporate actions (dividends, interest, splits, mergers, rights, spin-offs, delisting) Validate key dates, entitlement calculations, and portfolio updates Ensure accurate processing of corporate income events 4. Clearance, Settlement & Exception HandlingMonitor settlements and resolve trade, cash, and position breaks Handle SWIFT messages (MT 500–599) and settlement confirmations (where applicable) Investigate and resolve failed trades, broken positions, and reconciliation issues 5. Trading Operations & Market Event SupportSupport operations during market events such as sanctions, trading halts, delisting, and volatility Monitor unusual trading activities and support escalations Assist in maintaining trading system stability and incident documentation 6. Taxation & Compliance SupportProcess taxation activities including capital gains, dividends, FTT, and loss offsetting Ensure compliance with European regulatory frameworks (MiFID II, ESMA, tax regulations) Maintain audit-ready documentation and regulatory records Required Skills & QualificationsGood understanding of capital markets and wealth operations Knowledge of trade lifecycle, settlement, reconciliation, and corporate actions Exposure to taxation concepts (capital gains, dividends, FTT preferred) Familiarity with equities, ETFs, bonds, mutual funds, crypto, or managed products Strong analytical skills and attention to detail Ability to handle time-sensitive and high-volume operations Excellent verbal and written communication skills Bachelor’s degree in Finance, Commerce, Accounting, Economics, or related field Prior experience in brokerage, wealth management, or financial services operations is preferred Why JoinExposure to global multi-asset wealth operations Opportunity to work across trading, settlement, corporate actions, and taxation Strong learning environment within international financial markets