Quick Summary
Overview
What is the roles objective? To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments. Acceptance & time stamping of applications, handling walk in clients for their queries and complaints.
Technical Tools
excel
What is the roles objective?
- To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments.
- 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 deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system.
- Should be able to handle in bound/ 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.
- Good communication skills.
- Desire to learn and excel.
What is the prior experience expected?
1-3 years. Preferably from Mutual Fund Background or from Banks
What qualification you should have?
Graduate
Location & Eligibility
Where is the job
Mumbai, India
On-site at the office
Who can apply
IN
About this job
- Who can apply
- India
- Posted
- 167 days ago
Listing Details
- First seen
- May 7, 2026
- Last seen
- October 21, 2026
Posting Health
- Days active
- 166
- Repost count
- 0
- Trust Level
- 17%
- Scored at
- October 21, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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