CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Amritsar; On-site; INR 180,000 - 320,000; Full time

Job summary

PeopleStrong in Amritsar seeks a graduate with 0–1 year in lending/financial services for a customer acquisition and relationship role. You will promote products, cross-sell and upsell at opportunities, and handle daily transactions while building strong customer ties.

The role emphasizes process adherence, branch productivity, and driving referrals to support profitability and financial well‑being.

Qualifications

• Understand lending/financial services processes and branch operations.
• Ability to cross-sell and upsell products to customers.
• Develop new contacts and foster customer relationships.

Responsibilities

• Promote and maintain relations with customers and prospects.
• Cross-sell and upsell products to meet profitability targets.
• Handle day-to-day transactions and maintain records.
• Drive promotional activities and customer acquisition through referrals.

Skills

Process Knowledge/ Orientation

Cross Selling / Upselling Skills

Business Development

Communication Skills

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