About this role
The Customer Relationship Executive (CRE) will serve as the primary point of contact for our domestic BFSI clients within the CLM Back‑Office team. You will handle inbound and outbound communications, troubleshoot issues, provide product and service information, and collaborate with internal teams to ensure seamless service delivery and high customer satisfaction.
- Respond promptly to customer inquiries via phone, email, and chat.
- Investigate and resolve client issues, escalating when necessary.
- Provide accurate information on products, services, and processes.
- Maintain detailed records of interactions in the CRM system.
- Identify trends in customer feedback and suggest process improvements.
- Coordinate with operations, compliance, and technical teams to close tickets.
- Achieve defined service level agreements (SLAs) and quality metrics.
- Participate in regular training and knowledge‑sharing sessions.
- Bachelor's degree in Business, Finance, or related field.
- 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 tools and Microsoft Office suite.
- Ability to work in a fast‑paced back‑office environment.
- Customer‑centric mindset with a focus on satisfaction.
- Flexibility to work in shift rotations as required.