CUSTOMER SERVICE EXECUTIVE

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

Job summary

PeopleStrong in Uttarakhand, Dehradun is seeking a Graduate with freshers or up to 1 year of experience in lending/financial services to support branch operations and drive customer acquisition. The role emphasizes process adherence, cross-selling, and promotion of financial products.

The candidate will engage with customers in the local language and English, contributing to branch profitability and customer financial well-being.

Qualifications

• Graduate with a degree in any discipline.
• Freshers or 1 year experience in lending or financial services.
• Proficiency in English and local language.

Responsibilities

• Ensure quality of business and operational efficiency through proper process adherence and smooth functioning of branches.
• Promote and maintain positive relations with all contacts, customers, and potential customers.
• Achieve productivity targets to meet branch profitability against goals.
• Promote products and services; cross-sell and Upsell at every opportunity.
• Conduct promotional activities for marketing and drive referral programs for customer acquisition.
• Handle day-to-day transactions and valuables.
• Maintain data and records related to daily transactions.
• Retain customers by contributing to improving their financial well-being.

Skills

Process Knowledge

Cross Selling

Upselling Skills

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