CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Bhopal; On-site; INR 250,000 - 400,000; Full time

Job summary

PeopleStrong seeks a Graduate for a frontline role in lending/financial services at our Bhopal branch. You will focus on process adherence, drive branch productivity, and help achieve profitability targets.

You will promote products, cross-sell and upsell, conduct promotional activities, maintain data records, and nurture customer relationships to transform their financial well-being.

Qualifications

• Educational qualification: Graduate.
• Freshers or up to 1 year experience in lending/financial services.

Responsibilities

• Ensure quality of business and operational efficiency through proper process adherence and branch support.
• Promote and maintain positive relations with customers and prospects.
• Achieve productivity to meet branch profitability targets.
• Promote products and services; cross-sell and up-sell at every opportunity.
• Conduct promotional activities for marketing and drive referral programs for customer acquisition.
• Handle day-to-day transactions and valuables; maintain daily transaction records.
• Retain customers by improving their financial well-being.

Skills

Process Knowledge

Cross Selling / Upselling

Business Development

Communication Skills

Education

Graduate

Job description

• To ensure quality of business and operational e?ciency 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