Job description:
About Enrichwise
Enrichwise is a 25+ year-old wealth management and tax advisory firm serving 7,000+ clients across India. With deep expertise in taxation, investments, and insurance, we are now building the next phase of our journey: AI-enabled financial technology solutions that simplify money management for India’s salaried and upwardly mobile professionals.
Role: Front Desk ExecutiveExperience: 2-3 years
Location: Thane, Mumbai (On-site preferred)
Preferably Female and Corporate Background
Openings: 1
About the Role:
We are looking for a dynamic and well-groomed Front Desk Executive to be the face of our financial advisory firm. The ideal candidate will manage reception operations, coordinate client visits, assist internal teams with scheduling, and ensure a professional, welcoming experience for every client and visitor.
Key Responsibilities
Client Interaction & Reception
- Greet clients and visitors warmly, ensuring a professional first impression.
- Handle all incoming calls, emails, and inquiries promptly and courteously.
- Maintain the front office area — neat, organized, and aligned with brand aesthetics.
Administrative & Coordination Support:
- Manage appointment schedules and coordinate meetings for advisors and management.
- Maintain visitor logs and handle correspondence, courier services, and documentation flow.
Office & Event Assistance:
- Assist in coordinating client meetings, seminars, and internal events.
- Manage stationery, inventory, and vendor coordination.
- Support HR or operations teams in administrative duties as needed.
Professional Conduct:
- Ensure confidentiality and discretion in handling client data.
- Follow up on pending tasks, maintaining professionalism and timely communication.
Requirements:
- Graduate in Commerce preferred.
- 2–3 years of experience as a Front Desk Executive, Receptionist, or Admin Coordinator.
- Excellent communication skills (English and Hindi essential; Marathi preferred).
- Proficient in MS Office (Word, Excel) and comfortable using CRM or scheduling tools.
- Polished appearance and strong client-handling etiquette.
Key Attributes:
- Warm, approachable, and client-centric attitude.
- Strong organizational and multitasking abilities.
- Reliable, proactive, and a team player.
- High level of integrity and confidentiality.
Compensation:
Competitive salary based on experience and skillset, along with performance-based incentives.
How to Apply:
Send your CV to: career@enrichwise.com / hr@enrichwise.com
Contact: 8779473221 / 88282 51345
Job Types: Full-time, Permanent
Work Location: In person
