CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Karnal; On-site; INR 300,000 - 420,000; Full time

Job summary

PeopleStrong is seeking a Graduate with 0–1 year of experience in lending/financial services to drive customer acquisition and promote lending products. The role emphasizes relationship building, data handling, and daily transaction management in a Branch setting.

The candidate will work to maintain client relationships, promote services, and contribute to branch profitability with strong communication in local language and English. Fresh graduates are welcome to apply.

Qualifications

• Process knowledge and orientation to ensure adherence to lending/financial service workflows.
• Cross selling / upselling skills to promote products and services.
• Business development to drive customer acquisition and branch profitability.
• Communication skills in local language and English to interact with customers and partners.

Responsibilities

• 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

Skills

Process Knowledge/ Orientation

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