CPA Executive

Digitide; Chennai; On-site; INR 450,000 - 650,000; Full time

Job summary

Digitide in Chennai is seeking a CPA Executive to serve as the primary contact for BFSI clients, handling inquiries, resolving issues, and delivering accurate information about our products and services.

Working within the CLM Domestic BFSI | Manpower - Back Office team, you will ensure high-quality support, maintain strong client relationships, and contribute to operational efficiency in a fast-paced financial services environment.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 2+ years of BFSI or similar regulated industry support experience.
• Strong communication, verbal and written, with a customer-focused attitude.
• Proficient in CRM tools and Microsoft Office Suite.
• Ability to analyze problems and provide effective solutions.
• Knowledge of banking, insurance, or capital markets regulations is a plus.
• Excellent time-management and multitasking abilities in a high-volume environment.
• Team player with a collaborative mindset and willingness to share knowledge.
• Flexibility to work in shifts, including occasional evenings or weekends as required.
• Demonstrated commitment to maintaining confidentiality and data security.

Responsibilities

• Respond to inbound client inquiries via phone, email, and chat with professionalism and accuracy.
• Diagnose and resolve customer issues, escalating complex cases to senior teams when necessary.
• Provide detailed information on Digitide Solutions' BFSI products, services, and processes.
• Maintain up-to-date client records in the CRM system, ensuring data integrity.
• Collaborate with back-office departments to coordinate issue resolution and service delivery.
• Monitor service level agreements (SLAs) and ensure timely response and resolution.
• Identify recurring problems and suggest process improvements to management.
• Prepare daily and weekly reports on call volumes, issue types, and resolution metrics.
• Participate in regular training sessions to stay current with industry regulations and company policies.
• Promote a positive brand image by delivering exceptional customer experiences.

Skills

Customer care

Communication skills

Problem solving

Time management

Teamwork

Data confidentiality

Education

Bachelor's degree in Business/Finance or related field

Tools

CRM tools

Microsoft Office

Job description

Digitide started with a simple vision: to transform business operations and drive growth for enterprises across the globe.

For over 20 years, we’ve been at the forefront of this mission, creating lasting impact through AI-led digital solutions, smart business processes, and deep industry expertise. Our journey began as a partner to businesses looking to enhance operational efficiency and customer experiences. By combining the power of AI, data intelligence, and business process services, we’ve been able to help our customers master the digital age and stay ahead of the curve.

With a global presence across 40 locations in 5 countries and a team of 55,000 dedicated associates, we deliver transformative solutions that help businesses adapt, evolve, and thrive in a constantly changing world. We’re more than just a service provider we’re a committed partner driving meaningful impact every day. We leverage global expertise and local insights to help customers navigate challenges and seize new opportunities. With a focus on innovation, collaboration, and results, we continue to pave the way for the future of business.

Job Description

The CPA Executive will serve as the primary point of contact for our BFSI clients, handling inquiries, resolving issues, and delivering accurate information about our products and services. Working within the CLM Domestic BFSI | Manpower - Back Office team, you will ensure high-quality support, maintain strong client relationships, and contribute to operational efficiency in a fast-paced financial services environment.

Responsibilities

• Respond to inbound client inquiries via phone, email, and chat with professionalism and accuracy.
• Diagnose and resolve customer issues, escalating complex cases to senior teams when necessary.
• Provide detailed information on Digitide Solutions' BFSI products, services, and processes.
• Maintain up-to-date client records in the CRM system, ensuring data integrity.
• Collaborate with back-office departments to coordinate issue resolution and service delivery.
• Monitor service level agreements (SLAs) and ensure timely response and resolution.
• Identify recurring problems and suggest process improvements to management.
• Prepare daily and weekly reports on call volumes, issue types, and resolution metrics.
• Participate in regular training sessions to stay current with industry regulations and company policies.
• Promote a positive brand image by delivering exceptional customer experiences.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 2+ years of experience in customer care or client support within BFSI or similar regulated industry.
• Strong communication skills, both verbal and written, with a customer-focused attitude.
• Proficiency in CRM tools and Microsoft Office Suite.
• Ability to analyze problems, think critically, and provide effective solutions.
• Knowledge of banking, insurance, or capital markets regulations is a plus.
• Excellent time-management and multitasking abilities in a high-volume environment.
• Team player with a collaborative mindset and willingness to share knowledge.
• Flexibility to work in shifts, including occasional evenings or weekends as required.
• Demonstrated commitment to maintaining confidentiality and data security.

Job Info

• Job Identification 271501
• Job Category Customer Support/Operations | BPM