Customer Service Executive

Key Job Responsibilities

•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

•Result Orientation

•Customer Service & Retention Focus

•Digital Mindset

•Relationship Building

•Process Knowledge/ Orientation

•Effective Time Management

•Cross Selling / Upselling Skills

•Business Development

•Communication Skills – Proficiency in local language and English

Role Requirements



Educational Qualification – Graduate 

Experience – 1 year experience in sales, lending / financial services