Front Office Executive

Supra Pacific Financial Services; Mumbai; On-site; INR 240,000 - 360,000; Full time

Job summary

Supra Pacific Financial Services in Mumbai seeks a Front Desk/Customer Support executive to greet walk-in clients, understand their needs, and guide them on loans/products. The role includes managing the reception, calls, and logs, and coordinating with sales/credit teams for follow-ups.

The candidate will collect KYC and application documents, maintain records, enter data in CRM, and generate MIS reports. Regular follow-ups and adherence to policies are essential.

Qualifications

• Customer-facing communication and service skills.
• Ability to greet and assist walk-in customers and guide them on products.
• Maintain records, filing, and document verification.

Responsibilities

• Greet and assist walk-in customers in a professional manner.
• Understand customer requirements and guide them on loan/products.
• Manage reception area, calls, and visitor logs.
• Handle incoming and outgoing communications (calls, emails, couriers).
• Capture customer enquiries and generate leads.
• Coordinate with sales/credit teams for further processing.
• Collect and verify basic customer documents (KYC, application forms).
• Ensure proper filing and record maintenance.
• Schedule meetings/interviews for customers and internal teams.
• Maintain daily appointment tracker.
• Enter customer details in system/CRM.
• Maintain daily reports of enquiries, walk-ins, and conversions.
• Follow up with customers for pending documents or updates.
• Address basic customer queries and elevate complex issues.
• Ensure adherence to company policies and regulatory requirements.
• Maintain confidentiality of customer information.
• Support branch operations and assist in day-to-day activities.

Skills

Customer Handling

Front Desk Management

Lead Generation

Documentation Support

Appointment Coordination

Data Entry

MIS

Customer Service

Compliance

Administrative Support

Job description

Key Responsibilities

• Customer Handling
• Greet and assist walk-in customers in a professional manner
• Understand customer requirements and guide them on loan/products
• Front Desk Management
• Manage reception area, calls, and visitor logs
• Handle incoming and outgoing communication (calls, emails, couriers)
• Lead Generation & Coordination
• Capture customer enquiries and generate leads
• Coordinate with sales/credit teams for further processing
• Documentation Support
• Collect and verify basic customer documents (KYC, application forms)
• Ensure proper filing and record maintenance
• Appointment & Meeting Coordination
• Schedule meetings/interviews for customers and internal teams
• Maintain daily appointment tracker
• Data Entry & MIS
• Enter customer details in system/CRM
• Maintain daily reports of enquiries, walk-ins, and conversions
• Customer Service & Follow-ups
• Follow up with customers for pending documents or updates
• Address basic customer queries and elevate complex issues
• Compliance & Process Adherence
• Ensure adherence to company policies and regulatory requirements
• Maintain confidentiality of customer information
• Administrative Support
• Support branch operations and assist in day-to-day activities