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