Finance Executive – Telecalling & Office Operations

Job Summary:

We are looking for a Finance Executive to handle telecalling, customer communication, lead follow-ups, basic financial product information, documentation, and office operations.

Key Responsibilities:
Make outbound calls and generate leads.
Understand customer requirements and follow up with prospects.
Provide basic information about Loans, Insurance, and Investments.
Maintain customer/lead records and daily reports.
Handle basic customer queries and coordinate with the team.
Assist with documentation, data entry, and routine office work.

Requirements:
Minimum 12th Pass; graduates preferred.
Positive communication and basic computer skills.
Customer handling and follow-up skills.
Freshers are welcome; 0–2 years’ experience preferred.

Salary: ₹8,000 – ₹10,000/month + Performance Incentives Work Mode: Office-Based | Full time

Industry Exposure: Loans | Insurance | Investments | Wealth Planning

Growth opportunities: Finance Executive → Senior Executive → Relationship Manager → Business Development Manager

Pay: ₹8,000.00 - ₹10,000.00 per month

Work Location: In person

📌 Finance Executive Rajkot (India)
🏢 Shree Wealth Care
📍 India