Customer Service Executive

Process Name : Trade Republic Chat Process

Eligibility Crieteria :

Qualification: Graduate / Undergraduate

Experience: Minimum 6 months mandatory BFSI experience

Typing Speed: Minimum 35 WPM

Chat Handling: Ability to manage more than 2 concurrent chats

Communication: Excellent English (Verbal & Written)

Compensation & Shift

● Salary: Up to ₹31.5K CTC

● Shift: 24/7 Rotational Shifts

○ 5 Days Working | 2 Weekly Offs

○ Night Shifts Included

● Cab Facility: Available (Within Hiring Zone)

Interview Process

HR Round → Operations Round → Versant Assessment → Client Round

Hiring For REACH PROCESS

Eligibility Crieteria :

Qualification: Graduate / Undergraduate

Experience: Minimum 6 months International Customer Support experience

Communication: Excellent English

Compensation & Shift

● Salary: Up to ₹ 26 to 29k ctc

● Shift: 24/7 Rotational Shifts

○ 5 Days Working | 2 Weekly Offs

○ Night Shifts Included

● Cab Facility: Available (Within Hiring Zone)

Interview Process

HR Round → Operations Round - Assesment

Position I: Wealth ManagementPosition I: Wealth Management

Relevant Experience to Look For (Shortlisting Criteria)

* 6 months+ experience in wealth management operations, equity research, or 

investment advisory support

* Exposure to equities, ETFs, mutual funds, and crypto instruments

* Experience in portfolio analysis, market research, or client reporting

* Familiarity with corporate actions, dividends, NAV movements, and financial 

statements

* Prior experience working with RM teams, investment advisors, or PMS/AIF setups

is a plus

Key Skills Required

* Strong understanding of capital markets & investment products

* Equity & fund analysis skills

* Financial statement analysis

* Advanced Excel (pivot tables, lookup formulas, MIS reports)

* Market research & report writing

* NISM Mutual Fund / Equity certification preferred

* Communication & presentation skills

Role Responsibilities

* Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds

* Monitor market trends, corporate actions, dividends, and company financials

* Evaluate investment opportunities and prepare detailed research reports

* Support strategies for wealth management and investment advisor

Position II: Clearing & Settlement Associate

Relevant Experience to Look For (Shortlisting Criteria)

* 6 months+ experience in clearing & settlement, trade operations, or middle-office 

roles

* Hands-on exposure to equity settlement cycles (T+1/T+2)

* Experience working with brokers, custodians, clearing corporations, or 

exchanges

* Knowledge of reconciliations, settlement breaks, and exception handling

* Exposure to NSE/BSE settlement processes preferred

Key Skills Required

* Strong understanding of trade lifecycle

* Knowledge of clearing & settlement processes

* Reconciliation & break resolution skills

* Excel & MIS reporting

* Understanding of regulatory & NISM guidelines

* Attention to detail & process discipline

* Stakeholder coordination skills

Role Responsibilities

* Execute and monitor equity, ETF, and crypto trades

* Coordinate with exchanges, brokers, and custodians

* Reconcile trades, positions, and funds

* Monitor settlement cycles and resolve exceptions

* Ensure regulatory and NISM compliance

* Maintain audit-ready records and report

Kindly Share your update resume with me : 9810967444