Customer Relationship Executive

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 delivering accurate product information while ensuring high levels of customer satisfaction and compliance.

Responsibilities

• Serve as first point of contact via phone, email, and chat for BFSI clients.
• Accurately log and track all interactions in the CRM system.
• Diagnose and resolve routine inquiries and service issues.
• Escalate complex problems to appropriate internal teams.
• Provide product and service information tailored to client needs.
• Follow up on open tickets to ensure timely closure.
• Identify opportunities for upselling or cross‑selling within compliance guidelines.
• Contribute to knowledge‑base articles and process improvements.
• Meet or exceed defined service level agreements (SLAs) and quality metrics.
• Participate in regular training and team meetings.

Qualifications

• Minimum high school diploma; Bachelor’s degree preferred.
• 1–2 years experience in customer service or call center, preferably BFSI.
• Excellent verbal and written communication in English.
• Strong listening, problem‑solving and empathy skills.
• Ability to work in a fast‑paced back‑office environment.
• Familiarity with CRM tools and Microsoft Office suite.
• Basic understanding of banking, insurance or financial services terminology.
• Attention to detail and accurate data entry.
• Flexible schedule with ability to work shifts as required.
• Positive attitude and team‑oriented mindset.