Job Description

Job Title: Receptionist

Job Summary

The Receptionist will be the first point of contact for clients and visitors at the stock broking office. This role requires excellent communication, customer service skills, and the ability to manage front-office operations efficiently. The ideal candidate should be presentable, organized, and capable of handling queries related to basic broking processes while coordinating with internal departments.

Key Responsibilities

Front Desk & Client Handling

Greet and assist walk-in clients and visitors in a polite and professional manner. Answer incoming calls, address queries, and forward calls to the appropriate department. Maintain a neat and welcoming reception area.

Client Support & Coordination

Provide clients with basic information regarding account opening, KYC procedures, and trading support. Coordinate with the sales, KYC, operations, and support teams to ensure smooth client service. Assist in scheduling client meetings and appointments for Relationship Managers or Senior Management.

Documentation & Administrative Tasks

Handle documentation related to account opening forms (AOF), KYC updates, and document collection. Maintain client logs, visitor records, and courier registers. Receive, record, and distribute courier packages, letters, and important documents. Assist in preparing reports or data entry for compliance or operational requirements.

Compliance & Record Keeping

Ensure all client interactions follow company policies and regulatory guidelines (SEBI, Exchanges, Depositories). Maintain confidentiality and accuracy of client documents and records. Support the compliance team in storing, tracking, and updating required documents.

Office Administration

Manage inventory of office supplies (stationery, forms, brochures). Coordinate with vendors for housekeeping, maintenance, or office services. Assist HR or Admin teams in day-to-day tasks when required.

Skills & Qualifications Required

Education & Experience

Graduate in any discipline (preferred: Commerce or Finance background). 1-3 years of experience as a receptionist or front-office executive (experience in broking/financial services is a plus).

Technical Skills

Basic understanding of stock broking operations, KYC, and account opening processes. Proficient in MS Office (Word, Excel, Outlook). Ability to operate phone systems, email, and front-office management tools.

Soft Skills

Excellent verbal and written communication skills. Pleasant personality with strong interpersonal abilities. Good organizational and multitasking skills. Professional behavior, punctuality, and strong attention to detail.

Key Competencies

Customer Service Orientation Confidentiality & Data Handling Coordination & Follow-up Time Management Problem-Solving Skills
Application Process:

Please send a cover email on below provided contact detail with an attached resume. We welcome your inquiries and are happy to provide further details. Additionally, we invite you to explore our website at https://www.pesb.co.in/about.php

shivani@pesb.co.in - 8655894463 (HR)

ishan@pesb.co.in - 9665314010 (HR)

Job Types: Full-time, Permanent, Fresher

Pay: ?12,000.00 - ?17,000.00 per month

Benefits:

Provident Fund
Ability to commute/relocate:

Shukrawar Peth, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred)
Application Question(s):

We are looking Candidate from broking banking NBFC industry
Education:

Bachelor's (Preferred)
Language:

English,Hindi,Marathi (Preferred)
Work Location: In person