SENIOR CUSTOMER SERVICE EXECUTIVE

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

Job summary

PeopleStrong in Navi Mumbai is seeking a graduate with 1 year of lending/financial services experience to join our branch team.

The role emphasizes process adherence, customer outreach, and productive cross-selling to drive branch profitability while maintaining accurate records and delivering financial wellbeing to customers.

Qualifications

• Graduate with 1 year experience in lending/financial services.
• Strong process knowledge and orientation for branch operations.
• Proven cross-selling and upselling capabilities to grow product adoption.
• Excellent communication in local language and English.

Responsibilities

• Ensure quality and efficiency through process adherence and support branch operations.
• Promote products and services; cross-sell and upsell at every opportunity.
• Conduct promotional activities for marketing and drive referral programs for customer acquisition.
• Handle day-to-day transactions and valuables; maintain data and records.
• Aim to retain customers and contribute to branch profitability.

Skills

Process Knowledge

Cross Selling

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 – 1 year experience in lending / financial services