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    Customer & Operations Support – Wealth / Finance

    Cognivancee Solutions is hiring Customer & Operations Support professionals for a wealth and finance process in Gurugram. Graduates and undergraduates with at least six months of finance experience and B2-level English will support investment queries and trade processing.

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    Cognivancee Solutions1 min read
    Customer & Operations Support – Wealth / Finance

    The role combines customer support and financial operations. Selected candidates will assist with investment-related enquiries and support trade-processing activities while following established operational procedures.

    Key Responsibilities

    • Respond to customer enquiries related to investment services.

    • Provide appropriate information and route complex queries to relevant teams.

    • Support trade-processing and related operational activities.

    • Review transaction details and maintain accurate records.

    • Coordinate with internal teams to resolve processing issues.

    • Follow operational controls, service procedures, and documentation requirements.

    • Maintain professional communication with customers and stakeholders.

    Eligibility Criteria

    • Graduate or undergraduate qualification.

    • Minimum six months of finance-related experience.

    • B2-level English proficiency.

    • Good communication, data-handling, and problem-solving skills.

    • Ability to work in a process-driven financial services environment.

    Work Details

    • Salary: Up to ₹35,000 CTC per month.

    • Five working days per week.

    • Rotational shifts and weekly offs.

    • Two-way cab facility.

    • Work from office.

    Interview Process

    1. HR round.

    2. Operations round.

    How to Apply

    Email your updated resume to hr@cognivanceesolutions.com.

    Mention Customer & Operations Support (Wealth/Finance) – Gurugram in the email subject.

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