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6 Trade Investigation Jobs

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5.0 - 10.0 years

5 - 10 Lacs

mumbai city, maharashtra, india

On-site

Respond to retail and professional clients inquiries via inbound calls, email, and online chat Obtain a thorough knowledge of products offered by IB on various global exchanges Assist clients with opening and funding accounts Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of securities regulations impact on customers Qualifications Experience: 5+ years of Client services experience in the International BPO industry Education: University degree (Bachelors) required High level of MS Excel skills required Language skills: Fluent English Good quantitative/analytical skills Excellent oral/written communication skills are required. Company Benefits & Perks: Competitive salary package. Performance-based annual bonus (cash and stocks). Group Medical & Life Insurance. Modern offices with free amenities & fully stocked cafeterias. Monthly food card & company-paid snacks. Hardship/shift allowance with company-provided pickup & drop facility Attractive employee referral bonus. Frequent company-sponsored team-building events and outings

Posted 18 hours ago

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5.0 - 10.0 years

5 - 10 Lacs

mumbai city, maharashtra, india

On-site

Respond to retail and professional clients inquiries via inbound calls, email, and online chat Obtain a thorough knowledge of products offered by IB on various global exchanges Assist clients with opening and funding accounts Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of securities regulations impact on customers Qualifications Experience: 5+ years of Client services experience in the International BPO industry Education: University degree (Bachelors) required High level of MS Excel skills required Language skills: Fluent English Good quantitative/analytical skills Excellent oral/written communication skills are required. Company Benefits & Perks: Competitive salary package. Performance-based annual bonus (cash and stocks). Group Medical & Life Insurance. Modern offices with free amenities & fully stocked cafeterias. Monthly food card & company-paid snacks. Hardship/shift allowance with company-provided pickup & drop facility Attractive employee referral bonus. Frequent company-sponsored team-building events and outings

Posted 18 hours ago

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1.0 - 4.0 years

1 - 4 Lacs

hyderabad, telangana, india

On-site

Job Description and Responsibilities Respond to retail and professional clients inquiries via inbound calls, email and on-line chat Obtain thorough knowledge of products offered by IB on various global exchanges Assist clients with opening and funding accounts Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of securities regulations impact on customers Qualifications Experience: 2 years in trading or brokerage services Education: University degree (Bachelors) required NCFM/NISM certifications in capital markets, derivatives and currency derivatives High level of MS Excel skills required Language skills: Fluent English Good quantitative/analytical skills Excellent oral/written communication skills required

Posted 18 hours ago

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1.0 - 4.0 years

1 - 4 Lacs

navi mumbai, maharashtra, india

On-site

Job Description and Responsibilities Respond to retail and professional clients inquiries via inbound calls, email and on-line chat Obtain thorough knowledge of products offered by IB on various global exchanges Assist clients with opening and funding accounts Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of securities regulations impact on customers Qualifications Experience: 2 years in trading or brokerage services Education: University degree (Bachelors) required NCFM/NISM certifications in capital markets, derivatives and currency derivatives High level of MS Excel skills required Language skills: Fluent English Good quantitative/analytical skills Excellent oral/written communication skills required

Posted 18 hours ago

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0.0 years

0 - 1 Lacs

navi mumbai, maharashtra, india

On-site

Interactive Brokers is seeking MBA/Graduate freshers with a finance background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. Respond to retail and professional clients inquiries via inbound calls, email and online chat Obtain a thorough knowledge of products offered by IB on various global exchanges Assist clients with opening and funding accounts Show clients how to use different features of the Trader Workstation Explain margin requirements to clients Investigate trade issues and order executions Knowledge of securities regulations impact on customers Qualifications: Education: University degree (Post Graduation/Bachelors) required Excellent verbal and written communication skills in English. Good quantitative/analytical skills High level of MS Excel skills required An Enthusiastic/Energetic personality with a positive attitude towards learning more about global financial markets. Company Benefits & Perks: Competitive salary package. Performance based annual bonus (cash and stock). Group Medical & Life Insurance. Modern offices with free amenities & fully stocked cafeterias. Monthly food card & company paid snacks. Hardship/shift allowance with company provided pickup & drop facility* Attractive employee referral bonus. Frequent company sponsored team building events and outings.

Posted 18 hours ago

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0.0 - 2.0 years

3 - 4 Lacs

Jaipur, Rajasthan, India

On-site

The Assistants role within Trade Services is responsible for acquiring complete knowledge of Trade Services processes. Incumbent can be placed in any Trade Services Processes which are Settlement-Matching/Fails/Instructions/Registered Shares/Confirmation, Cancellations, Reconciliation, Transaction Reporting or Trade Investigation Responsibilities: Successfully meeting process SLAs/productivity/quality as per the process standards. Get certified on all training levels of the process. Meet SLAs requirements as per the agreed Service Specifications Meet training targets to learn process for securities transfers, matching, fails handling & confirmation of trades and non-trades, cancellations & corrections of trades, registration & deregistration of shares, cash & stock reconciliation, transaction reporting and trade investigation 100% completion of the assigned work with required quality and appropriate productivity Contact counterparts through mails/calls as per the process requirement for any clarifications. Performing quality checks as and when required. Understand the linkages between various Trades Services Processes Strive for process improvements. Responsiveness to feedback provided by Trainers/ Team Leaders Always maintaining a professional approach to work, providing prompt and appropriate responses at all levels. Actively participate in the team meetings and other initiatives taken by the company. Following company rules and standard operating procedures. Adhering to all Security Policies and Procedures as per business requirements Maintaining MIS reports, analyze data by using various reporting/presenting tools. Active demonstration of the company values in behavior and attitude Continually up-grading domain knowledge. Exhibiting discipline on a personal level as well as a professional level. Skills/Experience/Qualifications required to perform the role Graduate / post-graduate German language (Level 3 & above for specific processes) mentioned beforehand Skills & work experience: 0-2 years of work experience Good communication skills Computer literate Key Performance Indicators: Meet and exceed timelines on productivity targets on a consistent basis. Meet and exceed quality targets on a consistent basis To ensure that the queries are raised within the stipulated TAT Completeness and correctness of the MIS sheet should be strictly followed Productivity - (must meet productivity targets set)

Posted 3 months ago

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