Client Service - Pune

Skima; Pune District; On-site; INR 180,000 - 280,000; Full time

Benefits offered by this job

Health insurance

Job summary

Skima requires a proactive Front Desk Clerk for our Pune branch to manage client queries, handle petty cash and vendor payments, and ensure smooth branch operations. You will process applications, time stamp documents, and perform standard verifications as per guidelines.

Responsibilities include routing inquiries to the nearest RR location, handling deposits and cheque banking, taking inbound and outbound calls, and coordinating with Registrar, Head Office, and Sales teams to resolve issues

Qualifications

• Graduate with Commerce stream or MBA Finance.
• Minimum 6 months to 1 year of relevant experience, preferably in mutual funds or banks.
• Strong communication and customer service orientation.

Responsibilities

• Handle front desk client service and petty cash / vendor payments.
• Manage RR locations by routing queries to nearest branch.
• Verify applications, timestamp and conduct standard checks for forms and verifications.
• Process deposits, fill slips and handle cheque banking as per guidelines.
• Handle inbound/outbound calls and customer inquiries at the branch.
• Coordinate with Registrar/Head Office and vendors.
• Assist Sales team and resolve their queries.

Skills

Positive attitude

Disciplined approach

Desire to learn and excel

Education

Graduate with Commerce Stream/MBA Finance

Job description

• To be able to execute all Client Service functions at the front desk of Branch including handling of petty cash / vendor payments.
• Managing the RR locations as queries are routed to nearest Branch
• Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
• Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
• Should be able to handle inbound/ outbound calls.
• Branch Administration related work / correspondence with different functions.
• Ability to coordinate and work with Registrar/Head Office/ Vendors.
• Coordination with Sales team and resolving their queries.

What skills do you need to possess?

• Positive attitude and disciplined approach.
• Desire to learn and excel.

What is the prior experience expected?

Minimum 6 months to max 1 year. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate with Commerce Stream/MBA Finance