Client Happiness Champion – Wealth & Investments

This is a remote position.

About Us

One Stop Money Solutions is a comprehensive financial advisory firm specializing in Mutual Funds, Insurance, Fixed Income Instruments, PMS, and more. We are committed to helping clients make informed financial decisions and build long-term wealth through personalized advice and reliable service.

Role Overview:We are looking for a dynamic and client-centric individual to join our team. The primary responsibility will be to manage and service our existing client base, ensuring a high level of satisfaction, prompt query resolution, and proactive engagement. The role also involves opportunities for cross-selling, up-selling, and generating referrals.

Requirements

Key Responsibilities

Act as the primary point of contact for existing clients.

Handle client queries, investment transactions, renewals, documentation, and follow-ups.

Provide product information and assistance on Mutual Funds, Insurance, Fixed Instruments, etc.

Identify opportunities for cross-selling and up-selling to existing clients.

Encourage and convert referrals into new business.

Coordinate for client meetings if required (minimal travel).

Maintain CRM and ensure timely follow-ups and service updates.

Ideal Candidate Profile

Resides in Mumbai Western Suburbs (Malad to Borivali highly preferred).

Good communication and interpersonal skills.

Basic to moderate knowledge of Indian Financial Markets & Investment Products.

Client servicing or relationship management experience preferred (not mandatory).

Comfortable on camera for client communication or video-based updates (preferred, not mandatory).

Willing to learn and undergo training. Support for obtaining licenses (if required) will be provided.

Self-motivated and organized with a service-first attitude.

Benefits

Compensation

Experienced Candidates

Up to ₹3.60 LPA + Unlimited Variable

Freshers

From ₹2.40 LPA + Unlimited Variable

Salary is negotiable based on skill set and experience.

To Apply

Send your resume to

Originally posted on Himalayas