CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Morbi; On-site; INR 200,000 - 260,000; Full time

Job summary

PeopleStrong in Morbi, Gujarat seeks a fresher or up to 1 year experienced candidate in lending/financial services to ensure process adherence and contribute to branch profitability. The role involves promoting products, cross-selling, and driving customer acquisition while maintaining daily transactional data.

The ideal candidate holds a graduate degree and demonstrates strong communication in local language and English, with a willingness to learn and grow in a fast-paced financial services

Qualifications

• Basic process orientation and adherence to standard procedures.
• Ability to cross-sell and upsell products/services to customers.
• Development-oriented mindset for expanding business and acquiring customers.
• Strong communication in local language and English.

Responsibilities

• Ensure operational efficiency and adherence to processes across branches.
• Promote products and services; actively cross-sell and upsell.
• Drive customer acquisition through promotional activities and referrals.
• Handle day-to-day transactions and maintain related data/records.

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