CUSTOMER SERVICE EXECUTIVE

PeopleStrong

Seepan Naidupeta

On-site

INR 250,000 - 360,000

Full time

39 hours ago
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Job summary

PeopleStrong in India seeks a customer-facing role focused on lending/financial services. You will build positive relationships with customers, promote products, cross-sell and upsell, and drive referral programs to acquire new customers.

The role involves handling daily transactions, maintaining data records, and contributing to branch profitability while aiming to improve customers' financial well-being.

Qualifications

  • Freshers or up to 1 year in lending/financial services.
  • Graduate with good communication in local language and English.
  • Willingness to promote products and services and drive referrals.

Responsibilities

  • Build positive relations with customers and prospects.
  • Promote products and services; cross-sell and upsell at every opportunity.
  • Drive marketing efforts and referral programs for customer acquisition.
  • Handle day-to-day transactions and maintain transaction records.
  • Contribute toward branch profitability targets and data accuracy.
  • Aim to transform customers' financial well-being through guidance.

Skills

Process orientation
Cross selling
Business development
Communication skills

Education

Graduate degree

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
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