CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Haridwar; On-site; INR 200,000 - 300,000; Full time

Job summary

PeopleStrong in Haridwar is seeking a dynamic candidate for a frontline business development role in financial services. You will engage customers, promote lending products, and work to achieve daily transaction efficiency at branch level.

The position emphasizes cross-selling and relationship building to drive profitability and customer financial well-being, with freshers welcome and training provided.

Qualifications

• Graduate degree or equivalent.
• Freshers or up to 1 year experience in lending/financial services.
• Proficient in local language and English communication.

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.
• 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 focusing on improving their financial well-being.

Skills

Process Knowledge

Upselling Skills

Cross Selling

Business Development

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