SENIOR CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Ludhiana; On-site; INR 300,000 - 420,000; Full time

Job summary

PeopleStrong in Ludhiana, India, seeks a graduate with 1 year of lending/financial services experience to manage branch operations, promote products, and build strong customer relationships. The role emphasizes cross-selling, upselling, and maintaining accurate transaction records.

The candidate should be fluent in the local language and English, with strong communication skills and a customer-centric approach to drive branch profitability.

Qualifications

• Process knowledge/orientation in financial services.
• Cross-selling and upselling skills.
• Business development capabilities.
• Proficient communication in local language and English.

Responsibilities

• Ensure quality and efficiency through process adherence and smooth branch functioning.
• Promote products, cross-sell and upsell to customers at every opportunity.
• Drive marketing promotions and referral programs for customer acquisition.
• Handle day-to-day transactions and maintain data records.
• Retain customers by focusing on improving their financial well-being.

Skills

Process knowledge

Cross-selling

Business development

Communication - English

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