Website:
befiqrr.com
Job details:
Company Description Befiqrr.com is a comprehensive financial platform that serves as a trusted partner for individuals seeking long-term financial well-being. The company supports clients in protecting their future, growing their wealth, and managing finances with clarity and discipline. Its expertise covers Mutual Funds, SIPs, Insurance, Loans, Tax Management, and Wealth Planning. Befiqrr.com focuses on goal-based investing, helping clients understand investment opportunities for sustainable, long-term wealth creation. Team members contribute to making financial planning more accessible, transparent, and client-centric.
Role Description The Receptionist and Telecalling role at Befiqrr.com is a full-time, on-site position based in the Greater Bengaluru Area. The role involves greeting visitors, managing the front desk, answering and routing phone calls, and handling basic clerical tasks such as maintaining records, scheduling appointments, and managing correspondence. The Receptionist and Telecaller will also make outbound calls to prospective and existing clients, provide information about services, and route inquiries to the appropriate team members. Daily responsibilities include maintaining a professional and welcoming environment, ensuring timely follow-up on calls, and supporting the operations team with administrative tasks as needed. The role requires consistent communication with clients and internal teams, with a focus on high-quality customer service and accurate information handling.
Qualifications
- Strong phone etiquette and telecalling skills, including handling inbound and outbound calls professionally.
- Experience with receptionist duties such as greeting visitors, managing the front desk, and handling appointments.
- Clerical skills, including basic data entry, record keeping, and managing documents and correspondence.
- Effective communication and customer service skills, with the ability to engage clients clearly and courteously.
- Proficiency in MS Office or similar tools, and comfort working with CRM or call management systems.
- Ability to work on-site in the Greater Bengaluru Area and maintain punctuality and reliability.
- Fluency in English and local languages (such as Kannada and Hindi) is highly beneficial.
- Prior experience in a front office, call center, or customer-facing role, preferably in financial services, is an advantage.
- Minimum educational qualification: Higher Secondary (12th) or Diploma; a graduate degree is preferred.
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