Customer Relationship Executive

Digitide; Haveri District; On-site; INR 350,000 - 550,000; Full time

Job summary

Digitide is seeking a Customer Relationship Executive to be the first point of contact for BFSI clients, handling inquiries via phone, email, and chat while maintaining CRM records. The role emphasizes resolving issues, providing accurate information, and supporting onboarding and ongoing client satisfaction.

The ideal candidate will bring 1–2 years of BFSI customer service experience, strong English communication, and proficiency in CRM tools and MS Office. Shift flexibility is required.

Qualifications

• Minimum 1-2 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, financial services, or insurance terminology.
• Team-player attitude with a proactive approach to collaboration.
• Flexibility to work in shift patterns, including evenings or weekends if required.

Responsibilities

• Respond promptly to customer inquiries via phone, email, and chat.
• Investigate and resolve client issues, escalating when necessary.
• Provide clear, accurate information about products, services, and processes.
• Maintain detailed records of interactions in the CRM system.
• Identify patterns in customer feedback and suggest process improvements.
• Collaborate with cross‑functional teams to ensure timely issue resolution.
• Meet or exceed defined service level agreements (SLAs) and key performance indicators (KPIs).
• Conduct follow‑up communications to confirm issue closure and customer satisfaction.
• Assist in onboarding new clients and updating account information.
• Participate in regular training sessions to stay current on industry regulations and company offerings.

Skills

English communication

Problem solving

Attention to detail

CRM proficiency

MS Office proficiency

Team player

Shift flexibility

High-volume handling

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 serve as the first point of contact for our BFSI clients, handling inbound and outbound communications, troubleshooting problems, and delivering accurate information about our products and services. Working within the CLM Domestic BFSI | Manpower - Back office department, the CRE will play a pivotal role in maintaining high customer satisfaction and supporting the operational efficiency of Digitide Solutions Limited.

Responsibilities

• Respond promptly to customer inquiries via phone, email, and chat.
• Investigate and resolve client issues, escalating when necessary.
• Provide clear, accurate information about products, services, and processes.
• Maintain detailed records of interactions in the CRM system.
• Identify patterns in customer feedback and suggest process improvements.
• Collaborate with cross‑functional teams to ensure timely issue resolution.
• Meet or exceed defined service level agreements (SLAs) and key performance indicators (KPIs).
• Conduct follow‑up communications to confirm issue closure and customer satisfaction.
• Assist in onboarding new clients and updating account information.
• Participate in regular training sessions to stay current on industry regulations and company offerings.

Qualifications

• Minimum 1‑2 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, financial services, or insurance terminology.
• Team‑player attitude with a proactive approach to collaboration.
• Flexibility to work in shift patterns, including evenings or weekends if required.
• High school diploma or equivalent; bachelor's degree is a plus.
• Demonstrated commitment to delivering exceptional customer experiences.

Job Info

• Job Identification 271805
• Job Category Customer Support/Operations | BPM