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Customer Relationship Executive @ Career Site

INOnsiteFull-timeJob reference 271676
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About this role

Digitide Solutions Limited is seeking a proactive Customer Relationship Executive to join our CLM Domestic BFSI – Manpower Back Office team. In this role you will be the primary point of contact for our financial services clients, handling inquiries, troubleshooting problems, and ensuring a seamless, satisfying experience that strengthens long‑term partnerships.

  • Act as the first point of contact for BFSI clients via phone, email, and chat.
  • Provide accurate information on products, services, and processes.
  • Investigate and resolve customer complaints within defined service level agreements.
  • Record all interactions and outcomes in the CRM system with attention to detail.
  • Escalate complex or unresolved issues to appropriate internal teams promptly.
  • Conduct follow‑up communications to confirm issue resolution and gauge satisfaction.
  • Identify and suggest opportunities for upselling or cross‑selling based on client needs.
  • Contribute to the development and maintenance of knowledge‑base articles and process guides.
  • Achieve daily and weekly performance targets such as AHT, CSAT, and FCR.
  • Participate in regular training sessions, team meetings, and continuous improvement initiatives.
  • High school diploma required; bachelor's degree preferred.
  • 1–2 years of experience in customer service or call center environments, preferably within BFSI.
  • Excellent verbal and written communication skills in English.
  • Strong problem‑solving abilities and active listening skills.
  • Ability to manage high call volumes and multitask efficiently.
  • Proficiency with CRM software and Microsoft Office applications.
  • Customer‑focused mindset with empathy and patience.
  • Willingness to work shift‑based schedules in a back‑office setting.
  • Basic understanding of banking, insurance, or other financial services.
  • Demonstrated reliability with good attendance and punctuality.

Skills

CRM softwareMicrosoft OfficeActive Listening

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