Receptionist – Finance

Role: Receptionist – FinanceExperience: 1–3 Years

Key Responsibilities

- Welcome and greet clients, visitors, and customers professionally.
- Handle incoming calls and transfer them to the concerned departments.
- Manage customer inquiries related to financial services and products.
- Schedule appointments and coordinate client meetings.
- Maintain visitor records and appointment registers.
- Assist clients with basic information about loans, financial services, and documentation.
- Collect and verify basic customer documents as per company requirements.
- Coordinate with sales, accounts, and finance teams.
- Maintain records, files, and important documents.
- Handle emails, correspondence, and daily administrative tasks.
- Maintain the reception area and ensure a professional environment.




- Provide administrative support to the management team.

Required Skills:
- Good verbal and written communication skills.
- Basic knowledge of finance and banking services.
- Professional appearance and customer-handling skills.
- Proficiency in MS Office, Excel, and email handling.
- Good telephone etiquette and coordination skills.
- Strong organizational and multitasking abilities.
- Attention to detail and documentation skills.
- Polite, confident, and qualified attitude.

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits

- Provident Fund

Work Location: In person

📌 Reception : Finance (Nashik)
🏢 Care Plus Facility Private
📍 Nashik