CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Rupnagar; On-site; INR 250,000 - 420,000; Full time

Job summary

PeopleStrong is seeking a customer-oriented role in Rupnagar, India, to support branch operations and promote financial products. You will build relationships, drive referrals, and contribute to daily transaction activities within a lending/financial services context.

The role emphasizes process discipline, cross-selling, and customer focus to improve financial well-being and branch profitability.

Qualifications

• Knowledge of processes and adherence to standard procedures.
• Ability to cross-sell and upsell products effectively.
• Experience or aptitude in business development activities.
• Strong communication skills in local language and English.

Responsibilities

• Ensure quality of business and operational efficiency through proper process adherence and smooth functioning of branches.
• Promote and maintain positive relations with contacts, customers and potential customers.
• Achieve productivity targets to support branch profitability.
• Promote products and services, with consistent cross-sell and upsell.
• 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 contributing to financial well-being.

Skills

Process Knowledge

Cross Selling

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