SENIOR CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Udaipur District; On-site; INR 350,000 - 500,000; Full time

Job summary

PeopleStrong in India is seeking a graduate professional with 1 year of lending/financial services experience to join our branch network. You will drive customer acquisition, promote products and ensure smooth operations across branches.

The role emphasizes relationship building, cross-selling, and maintaining transactional records while delivering financial well-being to customers. Strong communication in local language and English is essential.

Qualifications

• Educational background: Graduate.
• Experience: 1 year in lending/financial services.
• Proficiency in local language and English.

Responsibilities

• Ensure quality of business and operational efficiency through proper process adherence.
• Promote and maintain positive relations with all contacts, customers, and potential customers.
• Achieve desired level of productivity to meet and contribute towards branch profitability targets.
• Promotes the products and services; consistently cross-sells and upsells 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.

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