CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Pathankot; On-site; INR 200,000 - 350,000; Full time

Job summary

PeopleStrong in Pathankot, Punjab, India seeks a Graduate for a frontline role in lending/financial services. You will support branch operations, ensure process adherence, and promote products while building relations with customers and prospects.

Freshers or candidates with up to 1 year of experience, strong communication in local language and English, and a customer‑centric mindset are encouraged. You will handle daily transactions, assist marketing and referrals, and contribute to branch

Qualifications

• Graduate from a recognized university.
• Freshers or up to 1 year of lending/financial services experience.
• Strong communication in local language and English.
• Customer-focused with ability to cross-sell and upsell.

Responsibilities

• Ensure quality business and operational efficiency via proper process adherence.
• Promote products and services; cross-sell and upsell at every opportunity.
• Develop and maintain positive relations with customers and contacts.
• Drive marketing activities and customer referral programs.
• Handle day-to-day transactions and manage valuables safely.
• Maintain data and records of daily transactions.
• Contribute to branch profitability and overall targets.

Skills

Process Knowledge/ Orientation

Cross Selling / Upselling Skills

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