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Customer Relationship Executive @ Career Site

Shivamogga, Karnataka, INOnsiteFull-timeJob reference 271931
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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 first point of contact for our banking and financial services clients, handling inquiries, troubleshooting problems, and delivering accurate information about our products and services. Your focus will be on building trust, ensuring satisfaction, and supporting seamless back‑office operations.

  • Respond promptly to inbound customer calls, emails, and chat messages.
  • Identify, investigate, and resolve client issues in a timely manner.
  • Provide clear, accurate information about BFSI products, services, and processes.
  • Document all interactions and resolutions in the CRM system.
  • Escalate complex cases to senior support or relevant departments as required.
  • Follow up with customers to confirm issue resolution and gather feedback.
  • Maintain up‑to‑date knowledge of industry regulations and company policies.
  • Assist in preparing reports on customer trends, satisfaction scores, and service metrics.
  • Collaborate with cross‑functional teams to improve service delivery and process efficiency.
  • Participate in training sessions and continuous improvement initiatives.
  • High school diploma or equivalent; bachelor's degree preferred.
  • 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 handle high‑volume interactions while maintaining professionalism.
  • Basic understanding of banking, insurance, or financial services terminology.
  • Customer‑focused attitude with a commitment to service excellence.
  • Flexibility to work in shift patterns, including evenings or weekends if needed.
  • Team player with a positive attitude and willingness to learn.

Skills

CRM toolsMicrosoft Office

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