Customer Support Executive – Banking SalesJob Title: Customer Support Executive Industry: Banking & Financial Services Experience: 0–3 Years Qualification: Graduate ( Any Stream, except B.Tech/BE ) Age: 18–30 Years Employment Type: Full-Time About the RoleWe are hiring Customer Support Executives to manage customer relationships through digital and voice channels. The role involves understanding customer financial needs, resolving queries, delivering an excellent customer experience, and promoting relevant banking products and services. This is an excellent opportunity for fresh graduates looking to build a career in banking, customer service, and sales .

Key ResponsibilitiesCustomer EngagementConnect with assigned customers as per defined contact policies. Deliver a high-quality digital and customer service experience. Understand customer requirements and recommend suitable banking products.

Handle inbound and outbound calls while maintaining defined quality standards. Resolve customer queries and complaints within stipulated timelines. Promote digital banking services and encourage customers to use digital channels.

Maintain accurate records of customer interactions in CRM systems. Build and maintain long-term customer relationships. Focus on customer retention and minimizing attrition. Sales & Portfolio ManagementAchieve assigned sales and portfolio targets.

Cross-sell and up-sell banking products such as TPP, Assets, Cards, and other financial products . Profile customers and identify relevant sales opportunities.



Ensure customer eligibility and compliance before offering products.

Monitor key account activities and provide reports as required. Process customer requests and transactions accurately. Process & ComplianceMaintain proper documentation of customer interactions and transactions.

Follow banking policies, regulatory requirements, and internal guidelines. Ensure timely and accurate updates in CRM and reporting systems. Maintain required service and quality standards.

Eligibility Criteria Education: Graduation (10 2 3) in any stream, except B.Tech/BE.

Experience: Freshers can apply; 0–1 year experience preferred.

Age: 18–30 years. Robust interest in banking, customer service, and sales.

Required Skills Strong verbal and written communication skills Fluent English – Mandatory Customer-focused approach Basic knowledge of banking and financial products Good sales and persuasion abilities Basic computer and CRM knowledge Ability to build and maintain customer relationships Problem-solving and query-resolution skills Preferred Skills Telesales / Telecalling experience Prior experience in banking, financial services, or customer support Knowledge of digital banking products and services Experience with CRM systems Cross-selling and upselling experience Language Requirements Mandatory: English Any One Regional Language: Hindi Tamil Kannada Malayalam What We’re Looking ForWe are looking for candidates who are customer-focused, target-oriented, confident communicators, and eager to build a career in banking sales and customer relationship management .

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