Receptionist / Front Office Executive

The Front Office Executive is the face of the organization, responsible for managing the reception, attending to walk-in loan customers, handling inquiries, and ensuring a smooth branch-level client experience.

Key Responsibilities

Client & Visitor Management

- Greet walk-in customers, loan applicants, and visitors professionally

- Direct clients to the appropriate department or loan officer

- Maintain visitor logs and ensure the reception area is neat and presentable

Inquiry Handling

- Address in-person, phone, and email inquiries on loan products, eligibility, and documentation

- Escalate unresolved customer concerns to the relevant team

Documentation & Admin Support

- Collect and verify initial KYC and loan documents before forwarding to the processing team

- Maintain visit records, schedule appointments, and manage correspondence

Coordination

- Coordinate with the loans, credit, and operations teams for smooth applicant flow

- Support branch-level reporting — footfall, inquiry tracking, and feedback

Compliance

- Handle customer data with strict confidentiality

- Follow RBI guidelines and company compliance protocols for all walk-in interactions