Executive (Consultation) – PEC
BTW Financial Services & IMF PVT LTD
Thane
•
Maharashtra
FRESHER
18k-20k /mth
Immediate
Client consultation
Communication skills
Operational excellence
- Communicate effectively with clients via phone and email to understand their requirements.
- Provide expert consultation on attestation, apostille, and translation services, including process guidance and documentation support.
- Offer step-by-step assistance throughout the service lifecycle to ensure clarity and transparency.
- Follow up proactively on inquiries and work to convert leads into confirmed business.
- Coordinate the pickup and secure handling of client documents to ensure timely delivery.
- Maintain service quality, accuracy, and consistency in all client interactions.
- Address client queries promptly and collaborate with internal teams for smooth service execution.
- Achieve monthly revenue targets.
Posted: 1 month ago
CSR Executive
BTW Financial Services & IMF PVT LTD
Thane
•
Maharashtra
0-2 Years
15k-18k /mth
Immediate
Customer Service
Customer Relationship Management (CRM)
Communication Skills
- Handle all incoming and outgoing calls in a prompt, polite, and professional manner.
- Transfer calls to the appropriate team members, deliver messages accurately, and respond to general inquiries about business hours, services, and location.
- Ensure all landline numbers are functional and report any issues to the Admin Department without delay.
- Cross-check CRM inquiries and accurately enter all client details within 30 minutes of receiving the inquiry.
- Greet visitors, clients, and candidates courteously, guide them to the appropriate department, and maintain the visitor logbook.
- Keep the reception area clean, organized, and presentable at all times.
- Support administrative tasks, assist new employees with documentation and joining formalities, and train new joiners on telephone etiquette and front desk procedures.
- Maintain daily reports accurately, ensure timely call follow-ups, and coordinate effectively with internal teams.
Posted: 1 month ago
Insurance Intern
BTW Financial Services & IMF PVT LTD
Thane
•
Maharashtra
0-2 Years
4k-5k /mth
Immediate
3-6 Months
Basic understanding of insurance products
Communication skills
Document management
- Client consultation and coordination on calls and emails.
- Identify potential clients through various channels such as networking, referrals and cold calling.
- Develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.
- Negotiate with clients and close deals to achieve set goals.
- Stay updated on industry trends, market conditions and market competition.
- Manage leads, track sales activities, and generate reports for management review.
Required Skills
- Pursuing or recently completed a degree in Insurance, Finance, BMS, BBA, Commerce or a related field
- Strong verbal and written communication skills with confidence in client-facing interactions
- Self-motivated with a target-oriented mindset and ability to work independently
- Basic understanding of insurance products is a plus but not mandatory — full training provided
- Proficiency in MS Office and ability to maintain sales trackers
Posted: 1 month ago
Visa Submission Executive
BTW Financial Services & IMF PVT LTD
Thane
•
Maharashtra
0-2 Years
18k-20k /mth
Immediate
Document verification
Client communication
Data entry
- Review and validate visa applications and supporting documents as per country-specific checklists and embassy guidelines.
- Ensure completeness, accuracy, and compliance of documents prior to submission.
- Coordinate with consulting and operations teams to resolve discrepancies, obtain missing documents, and clarify requirements.
- Prepare and organize visa files for submission to embassies, consulates, or visa application centers.
- Liaise with embassies, consulates, and visa service providers for submissions, queries, and follow-ups.
- Track visa applications post-submission and provide timely status updates to internal teams.
- Ensure passports and documents are received and returned to clients safely and within defined timelines along with acknowledgement.
- Maintain accurate records, trackers, and MIS reports related to visa submissions.
- Ensure adherence to company processes, service quality standards, and confidentiality policies.
- Pick up and drop of documents, passports.
- Any other work assigned by the organization on a day to day basis.
Posted: 1 month ago