Job Title: Client Relationship & Front Desk Executive
Company: WeLanterns Capital Advisory Pvt. Ltd.
Office Address: Office No 229, 2nd Floor, Vision 9 Mall,
Pimple Saudagar, PCMC, Pune - 411027
Contact: (phone hidden)
About Us:
WeLanterns Capital Advisory Pvt. Ltd. is a growing financial services company focused on wealth management, mutual funds, and investment advisory. We are committed to delivering smart financial solutions with a strong focus on Wealth | Growth | Protection.
Role Overview:
We are looking for a presentable and confident individual who can handle front desk operations, manage client interactions, and ensure a smooth and professional office environment. This role also involves regular coordination and communication with clients and business associates.
Key Responsibilities:
- Welcome and attend clients professionally
- Handle incoming calls, WhatsApp queries, and appointments
- Maintain client database and follow-ups
- Assist in client onboarding and documentation
- Coordinate with associates and internal teams for smooth operations
- Make skilled outbound calls to clients and associates for follow-ups, updates, and appointment scheduling
- Support basic administrative and office tasks
Requirements:
- Excellent communication skills (English + Hindi/Marathi)
- Good personality and professional attitude
- Basic knowledge of MS Excel and computer operations
- Well-organized and responsible
Preferred:
- Experience in front desk / customer service / finance sector
- Freshers with strong communication skills can also apply