Account Assistant

Description: Accounts Assistant

Position Overview:

We are seeking a dynamic and customer-focused Accounts Assistant to join our team at the branch office. The ideal candidate will be responsible for providing exceptional customer service to clients while promoting and selling financial products such as deposits, mutual funds, insurance, loans, and forex services. The role also involves networking and field visits, as needed, to grow customer relationships.

Key Responsibilities:

Customer Service:

• Assist customers with queries related to financial products and services.
• Resolve customer concerns promptly, ensuring high satisfaction levels.
• Product Promotion & Sales:
• Proactively promote and sell products such as deposits, mutual funds, insurance, loans, and forex.
• Meet branch-level sales targets through cross-selling and upselling.
• Conduct periodic follow-ups to build and maintain customer relationships.

Field Work:

• Visit customers or potential clients as required to build networks and strengthen relationships.
• Organize and participate in promotional activities to generate leads.
• Accounting and Financial Operations:
• Maintain accurate financial records in compliance with accounting standards.
• Use Tally and other accounting software for data entry and report generation.
• Assist in the preparation of daily, weekly, and monthly financial reports.
• Compliance and Reporting:
• Ensure adherence to regulatory guidelines and internal processes.
• Maintain confidentiality of customer data and financial records.

Qualifications and Skills:

Education: Bachelors degree in Commerce (B.Com) or equivalent.

Technical Skills:

Proficiency in Tally and strong knowledge of accounting standards.

Familiarity with MS Office (Excel, Word, PowerPoint).

Communication Skills: Excellent verbal and written communication skills in English, Hindi, and the local language.

Interpersonal Skills: Strong customer relationship management and networking abilities.

Other Requirements:

• Self-motivated and goal-oriented personality.
• Willingness to travel and engage in fieldwork as needed.
• Knowledge of financial products and banking processes is a plus.