We are seeking a proactive, professional receptionist to oversee front desk duties and assist with routine financial and administrative work.
The ideal applicant should be able to conduct basic banking tasks, generate reports from internal portals, and communicate well in English.
Key Responsibilities: Greet and assist visitors, clients, and staff with a professional and friendly demeanor Answer and route incoming phone calls and emails in English Maintain a tidy and organized front desk and reception area Schedule appointments and maintain meeting calendars.
Generate various reports from internal systems/portals as required Perform basic banking tasks, including visiting the bank for deposits, withdrawals, and document submissions.
Generate and collect bank statements and related financial documents Handle incoming and outgoing mail and courier services
Maintain visitor logs and issue passes as needed Support administrative tasks such as filing, document scanning, and data entry
Requirements: High school diploma or equivalent; higher education is a plus Strong command of English (spoken and written) is a must 1–2 years of experience as a receptionist or in a similar administrative role
Proficiency in using computers, MS Office Suite, and web portals Comfortable with routine banking tasks and financial document handling Good organizational and multitasking skills Strong attention to detail and time management
Professional appearance and demeanor
Preferred Skills: Experience working with CRM or internal report systems Ability to communicate in additional languages is a plus Prior experience with bank coordination or financial documentation
Good Working Environment.
Ckredence Wealth Management Pvt. Ltd. is a Surat-based wealth management firm with over 35 years of experience. They offer PMS, mutual funds, and equity investment services, and have ₹805+ Cr AUM with strong 1-year returns of 32.65%. Recognized with... Read More
