CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Faridkot; On-site; INR 250,000 - 350,000; Full time

Job summary

PeopleStrong is seeking a dynamic candidate for a lending/financial services role in Punjab. Freshers or candidates with up to 1 year of lending experience will promote products, build relationships, and drive referrals.

The role involves managing daily transactions and data while aiming for branch profitability and customer financial wellbeing. The ideal candidate is graduate, communicates well in local language and English, and is eager to grow in a customer-focused financial services

Qualifications

• Process knowledge/orientation required.
• Cross selling and upselling skills.
• Business development aptitude.
• Proficiency in local language and English.

Responsibilities

• Promote and maintain positive relations with contacts, customers, and potential customers.
• Achieve productivity to meet branch profitability targets.
• Promote products and services; cross-sell and upsell at every opportunity.
• Conduct promotional activities for marketing and drive referral programs.
• Handle day-to-day transactions and valuables.
• Maintain data and records related to daily transactions.
• Retain customers to improve financial wellbeing.

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