SENIOR CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Rampur; On-site; INR 150,000 - 210,000; Full time

Job summary

PeopleStrong is hiring for a lending/financial services role in Rampur, UP. The candidate will develop client relationships, promote financial products, and drive referrals.

The job requires a Graduate with around 1 year of experience in lending or financial services, and strong communication skills in English and local language. The role emphasizes process adherence, data integrity, and contributing to branch profitability.

Qualifications

• Process knowledge/orientation required.
• Cross selling and upselling skills essential.
• Business development and client acquisition focus.

Responsibilities

• 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 productive targets to contribute toward branch profitability.
• Promote products and services; consistently 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 related to daily transactions.
• Retain customers by improving their financial wellbeing.

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