Field Sales Executive

1.JOB DESCRIPTION

Customer Service Officer (CSO)

2. Role Purpose

The Customer Service Officer (CSO) is responsible for supporting the day-to-day operations of the branch,

delivering courteous and efficient service to customers, promoting the organisation’s products and services, and

contributing to business growth through customer acquisition, relationship management and achievement of

assigned business targets.

3. Key Responsibilities

 Attend to walk-in and existing customers, understand their requirements and provide accurate information on

the organisation’s products, services and processes.

 Identify prospective customers, conduct field visits and support customer acquisition activities in the

assigned branch area.

 Promote relevant financial products and services and work towards achieving individual and branch-level

business targets.

 Assist customers with account opening, application forms, documentation, service requests and other

permitted branch transactions.

 Build and maintain positive relationships with customers through regular follow-ups and timely resolution or

escalation of queries and complaints.

 Ensure that customer details, applications and supporting documents are collected, checked and processed

accurately in accordance with organisational procedures.

 Coordinate with the Branch Manager and team members to support branch operations, customer service

initiatives and business development activities.

 Maintain accurate records of customer interactions, field activities, follow-ups and daily business

performance; submit reports as required.

 Follow organisational policies, operational guidelines, confidentiality requirements and applicable compliance

procedures.

 Undertake other branch-related responsibilities assigned by the reporting authority.

4. Educational Qualification

 Minimum qualification: Plus Two / Higher Secondary or equivalent.

 Graduates in any discipline are also eligible to apply.

5. Skills and Competencies

 Good verbal communication and interpersonal skills.

 Customer-focused attitude with the ability to build trust and maintain professional relationships.

 Basic sales, negotiation and persuasion skills, with an interest in achieving targets.

 Basic computer literacy and willingness to learn the organisation’s systems and processes.

ESAF Co-operative | Customer Service Officer (CSO)

 Ability to communicate with customers, conduct field visits and work effectively as part of a team.

 Good organisation, follow-up and time-management skills.

6. Experience

Freshers may apply. Candidates with prior experience in customer service, sales, financial services, field

operations or relationship management may have an added advantage.

7. Age Criteria

 Male candidates: 18 to 34 years.

 Female candidates: 18 to 38 years.

8. Benefits

Eligible employees will be covered under applicable employee benefit provisions, including:

 Provident Fund (PF)

 Employees’ State Insurance (ESI), subject to eligibility

 Bonus, as applicable

9. Current Recruitment Location - Tiruvannamalai, Tamil Nadu

10. Performance Expectations

The role holder is expected to deliver a positive customer experience, maintain accuracy and compliance in

assigned work, demonstrate proactive customer acquisition and follow-up, and contribute consistently towards

the achievement of agreed business and service targets.