SENIOR CUSTOMER SERVICE EXECUTIVE

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

Job summary

PeopleStrong in India seeks a graduate with 1 year experience in lending or financial services to join our branch network. You will promote products, build positive relationships with customers, and support day-to-day operations.

You will be responsible for cross-selling and upselling at every opportunity, driving referrals, and maintaining accurate data and records to help branch profitability and customer financial well-being.

Qualifications

• Graduate with 1 year experience in lending/financial services.
• Proficiency in English and local language for communication.
• Knowledge of cross-selling and upselling in financial services.

Responsibilities

• Ensure quality of business and branch efficiency through proper processes.
• Promote and maintain positive relations with customers and prospects.
• Cross-sell and upsell products at every opportunity.
• Conduct promotional activities and drive referral programs for acquisition.
• Handle day-to-day transactions and valuables.
• Maintain data and records related to daily transactions.
• Retain customers by contributing to their financial well-being.

Skills

Cross Selling / Upselling

Communication Skills

Process Knowledge

Business Development

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