Customer Service Executive

PeopleStrong; Vagarayampalayam; On-site; INR 250,000 - 350,000; Full time

Job summary

PeopleStrong in India is seeking a Graduate with fresh or up to 1 year experience in lending/financial services to join our branch team. You will manage day-to-day transactions, maintain records, and help drive branch profitability through cross-selling and customer referrals.

The role emphasizes process orientation, strong communication in local language and English, and collaboration with branches to enhance financial well-being of customers.

Qualifications

• Educational qualification: Graduate; freshers or up to 1 year experience in lending/financial services.
• Experience in customer relations and promoting products/services is desirable.

Responsibilities

• Ensure quality operations through proper process adherence.
• Promote and maintain relations with customers and prospects.
• Cross-sell and upsell products to meet profitability targets.
• Drive marketing activities and referral programs for customer acquisition.
• Handle day-to-day transactions and maintain daily records.
• Aim to transform customers' financial well-being.

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