One Stop Money Solution LLP jobs - Operational Specialist

Operational Specialist

One Stop Money Solution LLP
experience 2 to 4 Years
salary 2,40,000 - 3,00,000 Per Year
qualification
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Posted: 1 Day ago
Views: 0
Applications: 0
Openings: 1

Job Description

Job Title: Operational Specialist

Location: Kandivali, Mumbai (Preference for candidates from Western Suburbs)

Job Description:

Key Responsibilities:

  • Client Servicing: Provide exceptional service to existing and new clients, addressing their financial needs and queries.
  • Cross-Selling: Identify opportunities to cross-sell financial products to existing clients, enhancing their investment portfolios.
  • Client Relationship Management: Build and maintain strong relationships with clients, ensuring their satisfaction and loyalty.
  • On-Site Role: This position requires working from our Kandivali office, engaging directly with clients.
  • Compliance: Ensure all activities comply with regulatory requirements and company policies.

Qualifications:

  • Education: Bachelor’s degree in Finance, Business Administration, or related field.
  • Experience: Minimum 2 years of experience in financial advisory or related roles. In Some Case Freshers are also welcome.
  • Skills: Excellent communication and interpersonal skills, strong analytical abilities, and proficiency in financial software.
  • Location: Candidates must reside in the Western Suburbs of Mumbai.

Compensation:

  • Salary: Basic salary plus performance-based incentives. CTC 240000 – 300000 + Incentives
How to Apply: Interested candidates can send their resume and cover letter 

Job Particulars

Role 
EducationB.Com, BBA/BBM
Who can applyExperienced (2 to 4 Years)
Hiring Process Face to Face Interview, Written-test, Telephonic Interview
Employment TypeFull Time
Job Id1752694
Locality Address Kandivali West
StateMaharashtra
Country India

About Company

About Us: One Stop Money Solution LLP, founded in 2018, is a trusted name in personal finance advisory. We manage over 20 Crores of AUM for 300+ families, focusing on ethical practices and long-term solutions. Our services include mutual fund advisory, insurance, and other investment products.

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