Key Responsibilities

- Customer Handling
- Greet and assist walk-in customers in a skilled manner
- Understand customer requirements and guide them on loan/products

- Front Desk Management

- Manage reception area, calls, and visitor logs
- Handle incoming and outgoing communication (calls, emails, couriers)

- Lead Generation & Coordination

- Capture customer enquiries and generate leads
- Coordinate with sales/credit teams for further processing

- Documentation Support

- Collect and verify basic customer documents (KYC, application forms)
- Ensure proper filing and record maintenance

- Appointment & Meeting Coordination

- Schedule meetings/interviews for customers and internal teams
- Maintain daily appointment tracker

- Data Entry & MIS





- Enter customer details in system/CRM
- Maintain daily reports of enquiries, walk-ins, and conversions

- Customer Service & Follow-ups

- Follow up with customers for pending documents or updates
- Address basic customer queries and escalate complex issues

- Compliance & Process Adherence

- Ensure adherence to company policies and regulatory requirements
- Maintain confidentiality of customer information

- Administrative Support

- Support branch operations and assist in day-to-day activities

📌 Front Office Executive (Andheri)
🏢 SUPRA PACIFIC FINANCIAL SERVICES
📍 Andheri