Front Office Executive

Key Responsibilities

• Customer Handling
• Greet and assist walk-in customers in a professional manner
• Understand customer requirements and guide them on loan/products
• Front Desk Management
• Manage reception area, calls, and visitor logs
• Handle incoming and outgoing communication (calls, emails, couriers)
• Lead Generation & Coordination
• Capture customer enquiries and generate leads
• Coordinate with sales/credit teams for further processing
• Documentation Support
• Collect and verify basic customer documents (KYC, application forms)
• Ensure proper filing and record maintenance
• Appointment & Meeting Coordination
• Schedule meetings/interviews for customers and internal teams
• Maintain daily appointment tracker
• Data Entry & MIS
• Enter customer details in system/CRM
• Maintain daily reports of enquiries, walk-ins, and conversions
• Customer Service & Follow-ups
• Follow up with customers for pending documents or updates
• Address basic customer queries and escalate complex issues
• Compliance & Process Adherence
• Ensure adherence to company policies and regulatory requirements
• Maintain confidentiality of customer information
• Administrative Support
• Support branch operations and assist in day-to-day activities