Customer Service Executive
Key Roles & Responsibilities Generate quality leads through cold calling and customer outreach. Follow up with customers interested in credit counselling and loan services. Understand customer requirements and explain company services clearly. Analyse CIBIL/credit profiles, sources of income, salary slips and bank statements. Identify possible loan options based on customer eligibility. Collect, verify and maintain customer documentation accurately. Update CRM/Excel with call logs, lead status and customer information. Coordinate with internal teams for documentation and loan processing. Achieve monthly sales and revenue targets. Maintain confidentiality of customer financial information. Candidate Requirements Any graduate (Commerce/Finance preferred). 0–2 years of experience in Banking, NBFC, Financial Services, Telesales or Customer Service.
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