CUSTOMER SERVICE EXECUTIVE

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

Job summary

PeopleStrong in India is seeking a field sales/relationship role in lending/financial services. You will engage with branches, promote products, and drive referrals to acquire customers while maintaining daily transaction records and safeguarding valuables.

Fresh graduates or candidates with up to 1 year of lending experience will benefit from this position, which emphasizes cross-selling, communication in local language and English, and building strong customer relationships.

Qualifications

• Educational Qualification – Graduate
• Experience – Freshers / 1 year experience in lending / financial services
• Strong communication skills in local language and English

Responsibilities

• 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

Skills

Process Knowledge

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