Customer Service Executive
Job Description:
Key Responsibilities:*
* *Customer Engagement:*
Greet and assist walk-in customers professionally and courteously, offering information on available products and services.
* *Product Promotion & Cross-Selling:*
Understand customer needs and proactively recommend suitable financial solutions, including purchase invoice discounting and other working capital offerings.
* *Eligibility Assessment:*
Identify the customer's eligibility for various financial products based on preliminary documentation and profile.
* *Documentation Support:*
Guide customers in completing application forms and collecting required KYC and financial documents.
* *Query Resolution:*
Address basic queries related to products, application status, and processes, ensuring a smooth customer experience.
* *Coordination:*
Coordinate with internal sales, credit, and operations teams to ensure timely processing of customer requests.
* *Compliance:*
Ensure customer documentation and communication follow regulatory and company policy guidelines.
* *Feedback Collection:*
Gather customer feedback to improve services and report any recurring issues or insights to the management team.
Desired Profile / Criteria / Skills :
* Graduate in any discipline (Commerce or Finance preferred) / Open to all candidates with the right skills and attitude
* 0–3 years of experience in a customer-facing or operations role in finance, banking, or NBFC sector.
* Strong communication and interpersonal skills.
* Ability to assess customer needs and suggest appropriate products.
* Basic understanding of financial products, especially invoice discounting, is a plus.
* Proficiency in MS Office and CRM software is desirable.
* Fluency in Hindi and English.
Company Profile
Company is a --- and financial consultancy company incorporated in the year January 2015 by a group of experienced financial consultants and Ex---Bankers. Working Start---ups and Corporate to avail the best financial and loan products in form of working capital at the right time and for the right purpose. Have raised working capital --- for all --- communities may it be manufacturing, trading or services. Offer you a complete range of solutions that complement our advisory services. Our foray into different aspects of financial and loan products services only reinforces our potential and people′s confidence in us.
Telephonic Interview Available
- Telephonic interview are scheduled for this job opening.
- Interested Candidates are requested to apply and get recruiter contact number for telephonic interview.
- Candidates can call recruiter on given contact to start telephonic interview during working hours.