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Customer Relationship Executive @ Career Site

INOnsiteFull-timeJob reference 271678
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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 reinforces our brand reputation.

  • Serve as the first point of contact via phone, email, and chat for BFSI clients.
  • Provide accurate information about products, services, and processes.
  • Investigate and resolve customer complaints within defined service level agreements.
  • Record all interactions and outcomes in the CRM system promptly.
  • Escalate complex or unresolved issues to the 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, team meetings, and process improvement initiatives.
  • Minimum 1 year 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 handle high call volumes and multitask efficiently.
  • Familiarity with CRM software and Microsoft Office applications.
  • Basic understanding of banking, insurance, or other financial services.
  • High school diploma required; bachelor's degree preferred.
  • Positive attitude, team‑oriented mindset, and adaptability to change.
  • Willingness to work shift‑based schedules, including evenings or weekends as needed.
  • Good typing speed (minimum 40 words per minute).

Skills

Customer ServiceActive ListeningCRM softwareMicrosoft Officetyping

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