CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Krishnanagar; On-site; INR 240,000 - 360,000; Full time

Job summary

PeopleStrong is seeking a Graduate with freshers or up to 1 year experience in lending/financial services for a business development and customer relationship role in West Bengal. The candidate will handle day-to-day transactions, promote products, cross-sell services, and work to enhance financial well-being for customers.

Role requires good communication in local language and English, with a focus on building positive relationships and achieving branch profitability through data-driven

Qualifications

• Process knowledge/orientation required.
• Cross-selling/upselling skills needed.
• Business development capabilities expected.
• Strong communication in local language and English.

Responsibilities

• Ensure quality of business and operational efficiency through process adherence.
• Promote and maintain positive relations with customers and contacts.
• Achieve productivity targets to contribute to branch profitability.
• Cross-sell and upsell products at every opportunity.
• Conduct promotional activities for marketing and drive referral programs for customer acquisition.
• Handle day-to-day transactions and maintain data/records.
• Retain customers by improving financial well-being.

Skills

Process knowledge

Cross Selling

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