About this role
The Customer Relationship Executive (CRE) will serve as the primary point of contact for our BFSI clients, handling inquiries, resolving issues, and providing detailed information on our products and services. Working within the CLM Domestic BFSI – Manpower Back‑Office department, you will play a pivotal role in maintaining high levels of customer satisfaction and supporting the company’s reputation for reliability and professionalism.
- Respond promptly to inbound customer calls, emails, and chat messages.
- Investigate and resolve client issues, escalating when necessary.
- Provide accurate information on products, services, and policies.
- Maintain detailed records of interactions in the CRM system.
- Identify opportunities for upselling or cross‑selling based on client needs.
- Collaborate with internal teams (operations, compliance, IT) to ensure timely issue resolution.
- Monitor service level agreements (SLAs) and meet performance targets.
- Gather and relay client feedback to improve processes and offerings.
- Prepare daily and weekly reports on customer interactions and trends.
- Participate in training sessions and stay updated on industry regulations.
- High school diploma or equivalent; Bachelor’s degree preferred.
- 2+ years of experience in customer service or relationship management, preferably in BFSI.
- Excellent verbal and written communication skills in English.
- Strong problem‑solving abilities and attention to detail.
- Proficiency with CRM software and Microsoft Office Suite.
- Ability to work in a fast‑paced, back‑office environment.
- Customer‑focused mindset with a commitment to service excellence.
- Basic understanding of banking, financial services, or insurance terminology.
- Flexibility to work shifts, including evenings or weekends if required.
- Team player with a positive attitude and strong interpersonal skills.