Fidelity | Customer Service Associate | Gurgaon

Fidelity Worldwide Investment is hiring Customer Service Associate for their Client Services Team with 0-3 years of relevant experience for their Gurgaon office. Those interested, please respond with your updated resume to

Phone 91 124 402 1915


The details of the profile is given below for your reference.


Role : Customer Service Associate

Experience : 0-3 years

Education & Qualification : Any Graduate (except for BCA, BE, B.Tech, M.Tech, MCA, CS, CA, CFAs)

CTC : between INR 2.92 to 4.5 LPA (salary will be based on experience)

Shift Timing: UK Business Hours (anytime between 10:30am to 11:30pm India Time)

Non Hiring Zone: Faridabad / Ghaziabad

Transport : Free Transport provided both ways

Food : Free meals provided


Selection Criteria

·         excellent verbal and written communication skills; ability to articulate and converse fluently

·         60% aggregate marks in Graduation / Post Graduation

·         customer focus and orientation

·         excellent aptitude and problem solving skills

·         positive attitude and is flexible to working in a Fast-paced, high-intensity work environment.”

·         confidence and proactive approach towards dealing with various situations at work

·         awareness on Fidelity as a company and the job profile

·         long term career plans with Fidelity


When appearing for the walk-in drive / F2F meetings; the candidates must bring the following documents / photocopies of their;

·         Updated resume

·         Address Proof

·         Educational certificates: 10th, 12th, Graduation and Post-Graduation

·         Employment documents: Offer Letter, Relieving Letter, Last 3 months salary slips of current / last working company (If experienced)


The JD and a brief profile of the company have been attached below for your reference.


About Fidelity


Fidelity is an asset manager serving investors in all corners of the world outside North America. It was established in 1969 and manages all significant asset classes for institutional and retail investors in long-term savings products. FIL and its subsidiaries employ over 6000 people in 27 countries managing and administering $372.8 billion worldwide.


Fidelity’s investment style relies on fundamental research of companies and a strict bottom-up portfolio construction discipline. This means Fidelity’s analysts and portfolio managers look closely at a company’s balance sheet and future plans; meet regularly with and question its management; and then speak to its competitors, suppliers, customers and anyone else who might give them information that helps to assess whether the investment is a good one. Every investment in every portfolio is selected on its merit and ability to contribute to a better return.


The same can be said of its employees, who are encouraged to take intelligent risk in order to make small improvements that cumulatively improve the business. Fidelity is independent, not a subsidiary of a big bank or other institution, and is privately owned. This means that it can take long-term investment decisions rather than chase the next quarterly results as a listed company might. Fidelity believes its independence is a considerable advantage that benefits its customers.


As well as investment management, Fidelity distributes the funds of other managers through its FundsNetworkTM platform, administers pension schemes, and has interests in various other enterprises in Europe and Asia. For further information please visit


Purposes of the role

The role involves responding to incoming queries from Wholesale and Retail clients. This role is extremely varied and you will be expected to respond to a variety of different types of enquiries. These may include information on a customer account, details about a particular Fidelity product, resolution and prevention of a problem. Your role is to ensure that all interactions with the customer are handled in a timely manner and with a quality of response that continually exceeds the customers’ expectations. Every contact with a customer should be seen as an opportunity to meet our business goal of acquiring new and retaining existing assets.


Your key accountabilities

·         Productivity – Standards for your productivity of work must be adhered to.

·         Quality – Standards for the quality of letters and calls must be adhered to.

·         SLAs – Deliver work within the agreed SLAs of the team

·         Take responsibility for handling and escalating issues/concerns identified.

·         Develop and maintain thorough knowledge of all systems, processes and procedures relating to department.


Your skills and experience

·          Interacting in a friendly and professional manner with customers.

·          Excellent command on English language – both verbal and written.

·          Analytical and methodical approach to problem solving.

·          Ensure all inputting of information is accurate, good attention to detail.

·          Develop a complete understanding of Fidelity’s products, procedures and customer’s needs.

·          Explain UK products and procedures clearly and simply whilst promoting Fidelity’s brand values.

·        Develop a good understanding of the role and activities conducted within the Service Centre.

·          Develop a complete understanding of Fidelity’s systems.

·          Maintain professional working relationships with other departments within Fidelity

·          Develop a complete understanding of all compliance issues associated with dealing and problem resolution.

·          Demonstrate diplomacy and tolerance.

·          Ability to remain highly motivated and focused towards the key measurements.

·          Able to work under pressure.

·          Able to take ownership of individual issues and ensure they are resolved to the satisfaction of the customer and Fidelity IimcAlumniAssociation

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