CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Ibrahim Bagh; On-site; INR 260,000 - 480,000; Full time

Job summary

PeopleStrong invites applications for a fresh graduate or 1-year experienced professional in lending/financial services to support branch operations and drive customer engagement. You will promote products, maintain branch records, build relationships, and help achieve profitability targets while ensuring process discipline and compliance.

Fluency in local language and English is required. The role offers hands-on exposure to customer onboarding, cross-selling, and referral programs to grow the

Qualifications

• Graduate with interest in lending/financial services.
• Freshers or 1 year experience in lending or financial services.
• Ability to cross-sell and upsell products.
• Strong communication in local language and English.

Responsibilities

• Ensure quality of business and operational efficiency through process adherence and smooth branch functioning.
• Promote and maintain positive relations with customers and prospects.
• Achieve productivity to meet branch profitability targets.
• Cross-sell and upsell products at every opportunity.
• Conduct promotional activities for marketing and drive referral programs.
• Handle day-to-day transactions and valuables.
• Maintain data and records of daily transactions.
• Retain customers and transform their life by improving financial well-being.

Skills

Process knowledge

Cross-sell upsell

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