Customer Service Executive

PeopleStrong; Tirukkovilur; On-site; INR 250,000 - 400,000; Full time

Job summary

PeopleStrong is seeking a Graduate with freshers or up to 1 year of experience in lending/financial services in Tamil Nadu. The role involves building branch relationships, promoting financial products, and driving referrals while maintaining accurate transaction records.

Candidate should be proficient in the local language and English, with strong communication and business development skills. Prior exposure to lending or financial services is a plus.

Qualifications

• Process knowledge/orientation required.
• Ability to cross-sell and upsell products.
• Strong business development and communication capabilities.

Responsibilities

• Ensure quality and efficiency through process adherence across branches.
• Promote products/services and drive cross-sell and upsell opportunities.
• Conduct promotional activities, marketing drives, and referral programs.
• Handle day-to-day transactions and maintain data/records.
• Aim to retain customers and contribute 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