CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Ambivali; On-site; INR 300,000 - 420,000; Full time

Job summary

PeopleStrong in Ambivali, Maharashtra, is seeking a graduate with freshers or up to 1 year in lending/financial services. You will build relationships, promote products, and drive referrals while ensuring process adherence and smooth branch operations.

The role emphasizes cross-selling, clear communication in the local language and English, and contributing to branch profitability. Training and growth opportunities are provided in a collaborative, customer-focused environment.

Qualifications

• Process Knowledge/ Orientation.
• Cross Selling / Upselling Skills.
• Business Development.
• Communication Skills – Proficiency in local language and English.

Responsibilities

• Ensure quality of business and operations through process adherence and branch efficiency.
• Build and maintain relationships with customers and contacts.
• Meet productivity targets and contribute to branch profitability.
• Promote products, and consistently cross-sell and upsell.
• Lead marketing promotions and drive referral programs.
• Handle day-to-day transactions and valuables.
• Maintain daily transaction data and records.
• Retain customers by improving their financial well-being.

Skills

Process Knowledge

Cross Selling

Upselling

Business Development

Communication

Education

Graduate

Job description

• To ensure quality of business and operational efficiency through proper process adherence and facilitate smooth functioning of branches.


• Promote and maintain positive relations with all contacts, customers, and potential customers


• Achieve desired level of productivity to meet & contribute towards branch profitability targets.


• Promotes the products and services; consistently cross-sells and Up-sells products at every opportunity.


• Conduct promotional activities for marketing and drive referral programs for customer acquisition


• Responsible to handle day to day transactions and valuables.


• Maintain all data and records related to daily transactions


• Retain customers, by working towards achieving the higher purpose to transform the life of the common man by improving their financial well being

Knowledge, Skills & Attributes

• Process Knowledge/ Orientation


• Cross Selling / Upselling Skills


• Business Development


• Communication Skills – Proficiency in local language and English

Role Requirements

• Educational Qualification – Graduate


• Experience – Freshers / 1 year experience in lending / financial services