Customer Support & Advisory Associate Wealth Process

Hi,

This is Darshana Patil from Aquilasys Inc.

We are hosting an Urgent Walk-In 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 strong 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.

Walk-In 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 stop-loss and limit orders), resolve application or platform-related 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, stop-loss 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

Must-Have:

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), Stop-Loss, and Share Market Basics.

Experience: Open to Freshers with domain knowledge OR candidates with 1+ year of on-paper 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 fast-growing wealth-tech and capital markets sector.

Day-shift operational structure supporting work-life balance.

Fast-track internal growth opportunities into Senior Associate, Quality Analyst, and Team Lead roles.

If you are interested in attending this walk-in 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.