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:
Positive 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.
Valuable 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