Banking & Financial Services Operations Analyst – Chat Support

Role: Customer Support Executive Non-Voice (Chat/Email)

Process Type: Non-Voice

Experience: 4+ years (relevant experience required)

Job Responsibilities:

• Provide chat and email support to customers using banking, financial, and investment products.
• Assist customers with cash and card services , including deposits, withdrawals, card activation, spending limits, ATM usage, and Apple Pay/Google Pay.
• Support customers on banking benefits such as interest on cash balances, Round-Up features, and save-back rewards.
• Handle wealth and brokerage support , including order types (Market, Limit, Stop), fractional trading, and corporate actions (dividends, stock splits).
• Respond to cryptocurrency-related queries , including buying/selling crypto, staking, wallet transfers, and risk awareness.
• Guide customers on private market investments , including private equity funds, eligibility criteria, and liquidity restrictions.
• Assist with fixed income products such as bonds and fixed-interest ETFs.
• Support transfers and gifting , including securities transfers between brokers and sending financial gifts.
• Maintain accurate documentation and ensure adherence to compliance, quality, and SLA standards .

Required Skills:

• 4+ years of experience in non-voice customer support (chat/email)
• Strong written communication skills
• Knowledge of banking, investments, brokerage, or fintech products
• High attention to detail and compliance awareness
• Customer-centric and problem-solving mindset