SENIOR CUSTOMER SERVICE EXECUTIVE

PeopleStrong; Vasai-Virar; On-site; INR 300,000 - 450,000; Full time

Job summary

PeopleStrong in Vasai-Virar, Maharashtra seeks a Graduate with 1 year of lending/financial services experience. The role focuses on ensuring quality operations, promoting products, and sustaining customer relations. You will drive cross-selling, handle daily transactions, and contribute to branch profitability while maintaining precise records.

The candidate should be proficient in local language and English, with strong communication and customer-facing skills to grow the branch portfolio.

Qualifications

• Understand and implement process knowledge for lending/financial services.
• Identify opportunities to cross-sell and upsell products to customers.
• Build and expand business through client interactions and referrals.
• Communicate effectively in local language and English to customers and team.

Responsibilities

• Ensure quality of business and operational efficiency through proper process adherence.
• Promote and maintain positive relations with all customers and prospects.
• Meet productivity targets to contribute to branch profitability.
• Cross-sell and up-sell products at every opportunity.
• Conduct promotional activities and drive referral programs for customer acquisition.
• Handle day-to-day transactions and valuables.
• Maintain data/records of daily transactions.
• Retain customers to improve their financial well-being.

Skills

Process Knowledge

Cross Selling

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