CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Chamkaur Sahib; On-site; INR 240,000 - 360,000; Full time

Job summary

PeopleStrong is seeking a Graduate with 0-1 year of experience in lending/financial services to support branch operations and customer acquisition. The role focuses on building relationships, cross-selling products, and promoting marketing initiatives.

Responsibilities include handling daily transactions, maintaining records, and contributing to branch profitability while ensuring customer satisfaction and financial well-being.

Qualifications

• Process orientation for financial services operations.
• Ability to cross-sell and upsell products.
• Understanding of business development in lending/financial services.
• Proficient communication in local language and English.

Responsibilities

• Promote and maintain positive relations with customers and contacts.
• Achieve productivity to meet branch profitability targets.
• Cross-sell and upsell products at every opportunity.
• Conduct promotional activities for marketing and referrals.
• Handle day-to-day transactions and valuables.
• Maintain data and records of daily transactions.

Skills

Process knowledge

Cross selling

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