SENIOR CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Ghaziabad District; On-site; INR 300,000 - 540,000; Full time

Job summary

PeopleStrong in Ghaziabad is seeking a graduate with 1 year of experience in lending/financial services to join our field team. You will support branch operations, promote financial products, and maintain strong customer relationships.

You will drive sales through cross-selling, handle daily transactions, and ensure data accuracy. The role emphasizes productivity, profitability, and helping customers improve their financial well-being.

Qualifications

• Graduate with a credential in any discipline; understanding of lending processes is a plus.
• Strong communication in local language and English.
• 1 year of experience in lending/financial services.

Responsibilities

• Ensure quality and branch efficiency through proper process adherence.
• Promote products and services; consistently cross-sell and upsell.
• Foster positive relationships with customers and contacts.
• Achieve productivity targets to support branch profitability.
• Handle day-to-day transactions and maintain accurate records.
• Drive customer acquisition through promotions and referral programs.
• Retain customers by contributing to their financial well-being.

Skills

Process Orientation

Cross Selling

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