Client Happiness Champion – Wealth & Investments

One Stop Money Solutions · United States · posted today ago

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About this role

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.