Customer Relationship Executive

Digitide; Erode; On-site; INR 180,000 - 300,000; Full time

Job summary

Digitide is seeking a Customer Relationship Executive to serve as the primary contact for BFSI clients, handling inquiries via phone, email, and chat. You will provide product information, resolve issues, and document outcomes in the CRM system.

The role supports the CLM Domestic BFSI back-office team, with emphasis on customer satisfaction, regulatory compliance, and efficient operations. Shift flexibility and team collaboration are required.

Qualifications

• Minimum 1–2 years of experience in customer service or call center.
• Experience in BFSI is preferred.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities and empathy.
• Able to handle high call volumes and meet SLAs.
• Knowledge of banking or financial services processes.

Responsibilities

• Serve as the first point of contact for customer inquiries via phone, email, and chat.
• Provide accurate information on products and services.
• Resolve complaints promptly with a focus on first-contact resolution.
• Document interactions in the CRM system.
• Escalate complex cases to internal teams and track progress.
• Follow up to confirm resolution and customer satisfaction.
• Identify upsell/cross-sell opportunities.
• Stay updated on BFSI regulations and policies.
• Meet team KPIs and participate in training.

Skills

Customer service

Call center

Communication skills

CRM software

MS Office

BFSI knowledge

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

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 Customer Relationship Executive (CRE) will act as the primary point of contact for our BFSI clients, handling inquiries across multiple channels, delivering accurate product information, and ensuring swift resolution of issues. This role supports the CLM Domestic BFSI back‑office team, contributing to high customer satisfaction and operational efficiency while adhering to industry regulations and company standards.

Responsibilities

• Serve as the first point of contact for inbound customer inquiries via phone, email, and chat.
• Provide accurate information on Digitide's products and services.
• Resolve complaints and issues promptly, aiming for first‑call resolution.
• Document all interactions and outcomes in the CRM system.
• Escalate complex cases to the appropriate internal teams while tracking progress.
• Conduct follow‑up communications to confirm issue resolution and customer satisfaction.
• Identify opportunities for upselling or cross‑selling relevant solutions.
• Maintain up‑to‑date knowledge of BFSI regulations, company policies, and service offerings.
• Meet or exceed team performance targets and key performance indicators (KPIs).
• Participate in ongoing training and continuous improvement initiatives.

Qualifications

• Minimum 1–2 years of experience in customer service or call center, preferably within BFSI.
• Excellent verbal and written communication skills.
• Strong problem‑solving and decision‑making abilities.
• Proficiency with CRM software and Microsoft Office applications.
• Ability to handle high call volumes while meeting service level agreements (SLAs).
• Knowledge of banking, financial services, or insurance processes.
• Customer‑focused attitude with empathy and patience.
• Ability to work collaboratively in a back‑office environment.
• High school diploma required; bachelor's degree preferred.
• Flexibility to work shifts, including evenings and weekends.

Job Info

• Job Identification 271702
• Job Category Customer Support/Operations | BPM