Client Happiness Champion – Wealth & Investments

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🕒 July 25, 2025

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OSMS Properties

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2020

💸 Finance

📚 Education

👥 B2C

Finance • Education • B2C

OSMS Properties is a financial advisory firm that provides personalized investment and advisory solutions for individual clients, with a focus on Indian residents and NRIs in the Gulf region. Founded in 2018 as One Stop Money Solution, the company offers financial literacy workshops, tailored investment support, insurance guidance, tax planning, and investment management through certified financial planners, prioritizing transparent processes and client empowerment.

📋 Description

• 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.

🎯 Requirements

• 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. • Self-motivated and organized with a service-first attitude.

🏖️ Benefits

• Support for obtaining licenses (if required) will be provided.