SENIOR CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Fatehabad; On-site; INR 250,000 - 450,000; Full time

Job summary

PeopleStrong in Fatehabad, Haryana, is seeking a graduate with 1 year of lending/financial services experience. The role emphasizes building positive customer relationships, cross-selling and upselling products, and driving branch profitability through effective day-to-day operations.

The candidate will promote financial services, handle daily transactions, and maintain accurate data while delivering value to customers and the organization. Fluency in local language and English is preferred.

Qualifications

• Graduate with minimum 1 year experience in lending/financial services.
• Experience in cross-selling and upselling products.
• Strong communication in local language and English.

Responsibilities

• Maintain relationships with customers and prospects to promote financial products.
• Cross-sell and upsell products to meet revenue targets.
• Support branch profitability through productive operations and customer acquisition.
• Handle day-to-day transactions and ensure data accuracy across records.

Skills

Process Knowledge

Cross Selling

Upselling

Business Development

Communication Skills

Education

Graduate

Job description

• To ensure quality of business and operational efficiency 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 – 1 year experience in lending / financial services