Client Happiness Champion – Wealth & Investments
关于我们：One Stop Money Solutions 是一家专门从事互惠基金，保险，固定收益工具，PMS 等领域的综合金融咨询公司。我们致力于帮助客户通过个性化咨询和可靠服务做出明智的财务决策并建立长期财富。角色概述：我们正在寻找一个动态且以客户为中心的人加入我们的团队。主要责任将是管理和服务现有客户群，确保高水平的满意度，快速解决查询问题和主动参与。这项职能还包括跨销售，上市和转让机会。要求 主要责任：· 作为现有客户的主要联系点。· 处理客户查询，投资交易，续订，文档和后续工作。· 在互惠基金，保险，固定工具等方面提供产品信息和协助。· 确定向现有客戶交叉销售和上市的机会。· 鼓励并将推转为新业务。· 如果需要的话，协调客户会议 （最小旅行）. · 维护 CRM 并确保及时跟踪和服务更新。理想候选人资料：·居住在孟买西部郊区 （马拉至博里瓦利高度优先）. ·良好的沟通和个人际技能。· 基本到中等的知识印度金融市场和投资产品。· 客户服务或关系管理经验优先 （不强制）. · 在摄像头上舒适于客户通信或基于视频的更新 （最喜欢，不是强制性的）. · 愿意学习和接受培训。获得许可证的支持 （如果需要）将提供。· 自动化和组织以服务第一态度。福利补偿：· 有经验的候选人：高达3.60卢比 LPA +无限变量 · 新生：从2.40卢比 Lpa +无限變量 · 工资是可谈判的根据技能和经验集。申请：发送简历原先发布在 Himalayas
查看英文原文
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