We are looking for a smart, enthusiastic, and presentable Receptionist who will be the first point of contact for our clients and visitors. Along with front office management, the role will involve supporting the sales team in Mutual Fund sales and assisting with KYC formalities . Key Responsibilities Greet and assist visitors and clients in a professional manner. Handle incoming calls, inquiries, and redirect them appropriately. Maintain visitor records and manage front-desk operations. Assist in client onboarding processes, including KYC documentation and verification . Provide basic information to clients regarding Mutual Fund products and generate leads for the sales team. Coordinate with the sales and operations team for client follow-ups. Maintain and update client records and files. Ensure a welcoming and organized reception area. Qualifications & Skills Required Graduate in any discipline (freshers are welcome). Good communication skills (English & Hindi preferred). Basic knowledge of MS Office (Word, Excel, Email handling). Pleasant personality, positive attitude, and customer service orientation. Interest in financial products (Mutual Funds, Investments) will be an added advantage. What We Offer Competitive salary package of ₹12,000 – ₹15,000 per month. Training and exposure in financial services & mutual fund industry. Growth opportunities in client servicing and sales support. A professional and supportive work environment. Position: Receptionist Department: Front Office / Sales Support Salary Range: ₹12,000 – ₹15,000 per month Job Types: Full-time, Fresher Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Provident Fund Work Location: In person
We are looking for a smart, enthusiastic, and presentable Receptionist who will be the first point of contact for our clients and visitors. Along with front office management, the role will involve supporting the sales team in Mutual Fund sales and assisting with KYC formalities . Key Responsibilities Greet and assist visitors and clients in a professional manner. Handle incoming calls, inquiries, and redirect them appropriately. Maintain visitor records and manage front-desk operations. Assist in client onboarding processes, including KYC documentation and verification . Provide basic information to clients regarding Mutual Fund products and generate leads for the sales team. Coordinate with the sales and operations team for client follow-ups. Maintain and update client records and files. Ensure a welcoming and organized reception area. Qualifications & Skills Required Graduate in any discipline (freshers are welcome). Good communication skills (English & Hindi preferred). Basic knowledge of MS Office (Word, Excel, Email handling). Pleasant personality, positive attitude, and customer service orientation. Interest in financial products (Mutual Funds, Investments) will be an added advantage. What We Offer Competitive salary package of ₹12,000 – ₹15,000 per month. Training and exposure in financial services & mutual fund industry. Growth opportunities in client servicing and sales support. A professional and supportive work environment. Position: Receptionist Department: Front Office / Sales Support Salary Range: ₹12,000 – ₹15,000 per month Job Types: Full-time, Fresher Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Provident Fund Work Location: In person
Key Responsibilities: Identify and approach potential clients for mutual fund investments and Demat account opening. Explain product features, benefits, and associated risks to customers. Assist clients with KYC documentation and account opening procedures. Achieve monthly sales and business development targets. Maintain client relationships and ensure regular portfolio follow-ups. Educate customers about SIPs, investment options, and financial planning. Coordinate with internal teams for smooth account activation and transaction processing. Stay updated on financial market trends, mutual fund schemes, and regulatory changes. Participate in marketing and promotional activities organized by the company. Key Skills & Competencies: Strong communication and interpersonal skills. Good understanding of mutual funds, stock markets, and financial products. Persuasive selling and negotiation ability. Customer-focused approach with a positive attitude. Ability to work independently and meet deadlines. Qualifications & Experience: Bachelor’s degree in Finance, Commerce, Business Administration, or related field. NISM Series V-A certification (Mutual Fund Distributor) preferred or must be obtained after joining. 0–3 years of experience in financial product sales, preferably in mutual funds or stockbroking. Freshers with strong communication skills and interest in financial markets are welcome. Job Type: Full-time Pay: ₹12,000.00 - ₹20,000.00 per month Benefits: Provident Fund Work Location: In person
Key Responsibilities: Identify and approach potential clients for mutual fund investments and Demat account opening. Explain product features, benefits, and associated risks to customers. Assist clients with KYC documentation and account opening procedures. Achieve monthly sales and business development targets. Maintain client relationships and ensure regular portfolio follow-ups. Educate customers about SIPs, investment options, and financial planning. Coordinate with internal teams for smooth account activation and transaction processing. Stay updated on financial market trends, mutual fund schemes, and regulatory changes. Participate in marketing and promotional activities organized by the company. Key Skills & Competencies: Strong communication and interpersonal skills. Good understanding of mutual funds, stock markets, and financial products. Persuasive selling and negotiation ability. Customer-focused approach with a positive attitude. Ability to work independently and meet deadlines. Qualifications & Experience: Bachelor’s degree in Finance, Commerce, Business Administration, or related field. NISM Series V-A certification (Mutual Fund Distributor) preferred or must be obtained after joining. 0–3 years of experience in financial product sales, preferably in mutual funds or stockbroking. Freshers with strong communication skills and interest in financial markets are welcome. Job Type: Full-time Pay: ₹12,000.00 - ₹20,000.00 per month Benefits: Provident Fund Work Location: In person