Customer Service Executive

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

Job summary

PeopleStrong in India looks to recruit a graduate for a lending/financial services role focused on business development and customer engagement. The role emphasizes process adherence, branch profitability, and proactive product promotion across contacts and customers.

The candidate will engage in cross-selling, upselling, and marketing activities, while handling daily transactions and maintaining records. Freshers or candidates with up to 1 year of experience are considered.

Qualifications

• Educational qualification: Graduate.
• Experience: Freshers or up to 1 year in lending/financial services.

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 to meet and contribute towards branch profitability targets.
• Promote and 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 valuables.
• Maintain data and records related to daily transactions.
• Retain customers by transforming their financial well-being.

Skills

Process Knowledge

Cross Selling

Upselling

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