Hi This is Darshana Patil from Aquilasys Inc We are hosting an Urgent WalkIn Drive on Wednesday 19 August 2026 starting from 09 00 AM for our Wealth Management Stock Broking Process We are hiring both ambitious Freshers with robust market knowledge and Experienced Calling Professionals looking to advance their careers in the financial services sector If you have a solid understanding of capital markets trading concepts and demat operations combined with strong English communication skills this is an excellent opportunity for you WalkIn Drive Event Details Date Wednesday 19 August 2026 Time 09 00 AM onwards Role Customer Support Advisory Associate Wealth Process Shift Rotational Day Shifts with Rotational Weekly Offs Documents to Carry Updated Hard Copy Resume Valid Government Photo ID Proof PAN Card Driving License Passport National ID Position Overview In this role you will act as a primary point of contact for retail investors and trading clients You will assist users with inquiries regarding Demat trading accounts explain order types and market features such as stoploss and limit orders resolve application or platformrelated queries and provide structured support on mutual funds and equity transactions Key Responsibilities Customer Interaction Support Handle customer inquiries via voice channels regarding account onboarding Demat maintenance trading platform navigation and transaction status Market Concept Guidance Explain functional trading concepts order placements stoploss mechanisms and mutual fund investment workflows clearly to clients Issue Resolution Troubleshooting Identify and resolve client concerns related to fund transfers trade executions portfolio updates and market reports Process Compliance Adhere strictly to established quality benchmarks operational guidelines and financial compliance standards during all client communications CRM Activity Logging Accurately update call dispositions customer queries and case resolutions in the internal CRM system Qualifications Sourcing Criteria MustHave Education Minimum HSC 12th Pass or Graduate in any stream Commerce Finance background is an added advantage Domain Knowledge Strong conceptual grasp of Stock Broking Mutual Funds Equity Trading Demat Accounts Trading Platforms e g Upstox StopLoss and Share Market Basics Experience Open to Freshers with domain knowledge OR candidates with 1 year of onpaper calling experience Inbound Outbound Communication Good English communication skills verbal and written with clear diction and active listening abilities Shift Flexibility Comfortable working in rotational day shifts and rotational weekly offs Why Join This Team Direct entry and career progression into the fastgrowing wealthtech and capital markets sector Dayshift operational structure supporting worklife balance Fasttrack internal growth opportunities into Senior Associate Quality Analyst and Team Lead roles If you are interested in attending this walkin drive please reply with your updated resume contact details and current location to confirm your attendance or walk in directly on 19 August 2026 at 09 00 AM

📌 Customer Support and Advisory Associate Wealth Process (Mumbai)
🏢 AQUILASYS CONSULTANCY PRIVATE
📍 Mumbai