Customer Relationship Executive

Digitide; Mahesana; On-site; INR 300,000 - 420,000; Full time

Job summary

Digitide is seeking a Customer Relationship Executive to drive client satisfaction for BFSI back-office operations. You will handle inquiries, resolve issues, and maintain CRM records while coordinating with operations, IT, and finance teams. The role emphasizes SLA adherence and data-driven improvements.

The position requires 1–2 years in customer care, strong English communication, and flexibility to work shifts. A high school diploma is required, with a bachelor’s preferred.

Qualifications

• Minimum 1–2 years in customer care or relationship management, preferably in BFSI.
• Excellent verbal and written English; local language proficiency is a plus.
• Strong problem-solving abilities and attention to detail.
• Proficiency with CRM tools and MS Office Suite.
• Ability to handle high-volume interactions while maintaining professionalism.
• Basic understanding of banking, financial services, or insurance processes.
• Team-player with a proactive, customer-centric mindset.
• Flexibility to work in shift patterns as required by back-office operations.
• High school diploma required; bachelor’s degree in business, finance, or related field preferred.
• Demonstrated ability to meet or exceed SLA targets.

Responsibilities

• Respond promptly to client inquiries via phone, email, and chat channels.
• Diagnose and resolve service issues, escalating complex cases when necessary.
• Provide accurate information on products, services, and processes.
• Maintain detailed records of interactions in the CRM system.
• Identify patterns in customer feedback and suggest process improvements.
• Coordinate with internal teams (operations, IT, finance) to fulfill client requests.
• Monitor service level agreements (SLAs) and ensure compliance.
• Conduct follow-up communications to confirm issue resolution and satisfaction.
• Assist in preparing client reports and performance metrics.
• Participate in training sessions and stay updated on industry regulations.

Skills

Communication skills

English proficiency

Problem-solving

CRM tools

MS Office

Education

High school diploma

Bachelor's degree in business/finance

Tools

CRM tools

Microsoft Office Suite

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 primary point of contact for our BFSI clients within the CLM Domestic back‑office unit. You will handle inbound and outbound communications, troubleshoot problems, provide product and service information, and ensure a seamless, satisfying experience that strengthens client loyalty and supports Digitide Solutions Limited’s operational excellence.

Responsibilities

• Respond promptly to client inquiries via phone, email, and chat channels.
• Diagnose and resolve service issues, escalating complex cases when necessary.
• Provide accurate information on products, services, and processes.
• Maintain detailed records of interactions in the CRM system.
• Identify patterns in customer feedback and suggest process improvements.
• Coordinate with internal teams (operations, IT, finance) to fulfill client requests.
• Monitor service level agreements (SLAs) and ensure compliance.
• Conduct follow‑up communications to confirm issue resolution and satisfaction.
• Assist in preparing client reports and performance metrics.
• Participate in training sessions and stay updated on industry regulations.

Qualifications

• Minimum 1–2 years of experience in customer care or relationship management, preferably in BFSI.
• Excellent verbal and written communication skills in English; additional local language proficiency is a plus.
• 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 processes.
• Team‑player attitude with a proactive, customer‑centric mindset.
• Flexibility to work in shift patterns as required by back‑office operations.
• High school diploma required; bachelor's degree in business, finance, or related field preferred.
• Demonstrated ability to meet or exceed SLA targets.

Job Info

• Job Identification 271474
• Job Category Customer Support/Operations | BPM