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Customer Relationship Executive @ Career Site

INOnsiteFull-timeJob reference 271834
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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 banking and financial services clients, handling inquiries, troubleshooting problems, and ensuring a seamless experience that drives satisfaction and loyalty.

  • Serve as first point of contact via phone, email, and chat for BFSI clients.
  • Respond to inquiries promptly, providing accurate product and service information.
  • Investigate and resolve customer issues, escalating when necessary.
  • Document all interactions in the CRM system with detailed notes.
  • Monitor service level agreements and ensure timely follow‑up.
  • Identify patterns in complaints and suggest process improvements.
  • Collaborate with cross‑functional teams (operations, compliance, IT) to address client needs.
  • Conduct periodic satisfaction surveys and report findings.
  • Maintain up‑to‑date knowledge of BFSI regulations and Digitide offerings.
  • Contribute to team targets and continuous improvement initiatives.
  • Minimum 1‑2 years experience in customer service or relationship management, preferably BFSI.
  • Excellent verbal and written communication skills in English.
  • Strong problem‑solving ability and attention to detail.
  • Proficiency with CRM tools and Microsoft Office suite.
  • Ability to handle high‑volume inquiries while maintaining quality.
  • Knowledge of banking, financial services, or insurance processes is a plus.
  • Demonstrated empathy and patience with customers.
  • Ability to work in a shift‑based back‑office environment.
  • High school diploma required; bachelor's degree preferred.
  • Reliable internet connection and suitable home office setup (if remote).

Skills

CRM toolsMicrosoft OfficeCustomer Serviceinsurance processes

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