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Customer Relationship Executive @ Career Site

Madurai, Tamil Nadu, INOnsiteFull-timeJob reference 271677
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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, delivering timely support, troubleshooting problems, and ensuring a seamless experience that drives satisfaction and loyalty.

  • 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.
  • Escalate complex or unresolved issues to appropriate internal teams.
  • Conduct follow‑up communications to confirm issue resolution and gauge satisfaction.
  • Identify opportunities for upselling or cross‑selling based on client needs.
  • Contribute to the development and maintenance of knowledge‑base articles.
  • Achieve daily and weekly performance targets such as AHT, CSAT, and FCR.
  • Participate in regular training sessions and team meetings.
  • High school diploma required; bachelor's degree preferred.
  • 1–2 years of experience in customer service or call center, preferably within BFSI.
  • Excellent verbal and written communication skills in English.
  • Strong problem‑solving abilities and active listening skills.
  • Ability to handle high call volumes and multitask efficiently.
  • Familiarity with CRM software and Microsoft Office suite.
  • Customer‑centric attitude with empathy and patience.
  • Basic understanding of banking, insurance, or financial services concepts.
  • Willingness to work shift‑based schedules in a back‑office environment.
  • Demonstrated reliability with good attendance and punctuality.

Skills

CRM softwareMicrosoft OfficeActive ListeningUpselling

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