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 experie