Client Happiness Champion – Wealth & Investments
Required skills
- client-centric
- query resolution
- proactive engagement
- cross-selling
- up-selling
- referrals
- CRM
- service-first attitude
Nice to have
- client servicing
- relationship management
- comfortable on camera
- video-based updates
- Indian Financial Markets
- Investment Products
Role summary
One Stop Money Solutions is seeking a remote Client Happiness Champion for their Wealth & Investments team. This role focuses on managing and servicing existing clients, ensuring high satisfaction, resolving queries, and engaging proactively. Responsibilities include handling transactions, providing product information, identifying cross-selling and up-selling opportunities, and converting referrals. The ideal candidate has strong communication and interpersonal skills, basic knowledge of Indian financial markets and investment products, and a service-first attitude. Client servicing or relationship management experience is preferred. Compensation ranges from ₹2.40 LPA for freshers to ₹3.60 LPA for experienced candidates, plus unlimited variable pay.
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.
Originally posted on Himalayas
