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