Receptionist

RECEPTIONIST

Job Description | Financial Services

Department - Administration / Client Services

Location - BKC Mumbai

Employment Type - Full-time

Reports To - Office Manager / Administration Manager

About the Role

We are seeking a professional, courteous, and organized Receptionist to be the first point of contact for our

financial firm. The successful candidate will manage the front desk, welcome clients and visitors, handle

communications, and provide administrative support while maintaining the highest standards of confidentiality and

professionalism.

Key Responsibilities

• Greet and assist clients, visitors, and business partners in a professional manner.
• Answer, screen, and direct telephone calls and emails promptly.
• Schedule and coordinate client meetings, appointments, and conference rooms.
• Maintain visitor logs and issue visitor passes in accordance with office security procedures.
• Receive, sort, and distribute mail, courier deliveries, and documents.
• Provide basic administrative and clerical support to the finance, operations, and management teams.
• Maintain accurate records and update contact information when required.
• Assist with meeting room preparation and hospitality arrangements.
• Handle confidential client and company information with discretion.
• Follow company policies relating to data protection, information security, compliance, and workplace conduct.
• Coordinate with building management, vendors, and service providers as needed.
• Maintain a clean, organized, and welcoming reception area.
• Perform other reasonable administrative duties assigned by management.

Requirements

• Bachelor's degree or diploma in business administration, office management, or a related field preferred.
• 13 years of experience in reception, front-office administration, customer service, or a similar role.
• Excellent verbal and written communication skills.
• Professional appearance and a courteous, client-focused attitude.
• Strong organizational and multitasking abilities.
• Good working knowledge of Microsoft Office or Google Workspace.
• High level of integrity and attention to confidentiality.
• Ability to remain calm and professional in a fast-paced environment.
• Prior experience in banking, financial services, investment, insurance, or professional services is an advantage.

Key Skills

Customer service

Office administration

Professional communication

Telephone and email etiquette

Confidentiality and discretion

Appointment scheduling

Attention to detail

Time management