Customer Service Executive

Job Description

Customer Service Executive – Banking

Experience

0–2 Years

Employment Type

Full-Time

About the Role

We are looking for a customer-focused and detail-oriented Customer Service Executive to handle customer enquiries, support banking-related service requests, maintain accurate documentation, and ensure timely resolution of customer complaints. The ideal candidate should have good communication skills, basic knowledge of banking processes, and proficiency in MS Excel and CRM systems.

Key Responsibilities

Handle customer enquiries and provide accurate information regarding banking products and services.

Assist customers with account-related service requests and banking documentation.

Verify customer documents and ensure records are complete and accurate.

Update and maintain customer information in CRM systems and internal databases.

Handle customer complaints, track resolution timelines, and coordinate with relevant departments.

Prepare daily reports on customer enquiries, complaints, and service requests.

Identify and report data discrepancies and documentation errors.

Maintain customer confidentiality and follow banking policies, data protection guidelines, and internal procedures.

Follow up with customers to ensure timely resolution and customer satisfaction.

Required Skills

Customer Service, Communication Skills, Banking Documentation, MS Excel, CRM, Data Entry, Complaint Handling, Customer Relationship Management, Reporting, Attention to Detail, Problem-Solving, Time Management, Data Confidentiality.

Eligibility Criteria

0–2 years of experience in customer service, banking operations, back-office operations, or a related field.

Freshers are welcome to apply.

Basic understanding of banking documentation and customer service processes.

Proficiency in MS Excel and basic computer applications.

Good verbal and written communication skills.

Strong attention to detail and ability to maintain accurate records.

Ability to handle customer information responsibly and work collaboratively with different teams.

Pay

₹250,000.00 - ₹350,000.00 per year

Work Location

In person