Customer Relationship Executive

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

Job summary

Digitide is seeking a Customer Relationship Executive (CRE) to serve as the primary contact for BFSI clients in the CLM Domestic back-office unit. You will handle inbound and outbound communications, troubleshoot problems, and provide product and service information to ensure a seamless, satisfying experience that strengthens client loyalty.

In this fast-paced role, you will maintain detailed CRM records, coordinate with internal teams, monitor SLAs, and contribute to client reports and

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 2+ years of experience in customer service or relationship management, preferably in BFSI.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities and attention to detail.
• Proficiency with CRM software and Microsoft Office Suite.
• Ability to work in a fast-paced back-office environment.
• Knowledge of banking, insurance, or financial services regulations is a plus.
• Customer-centric mindset with a focus on quality service.
• Flexibility to work in shifts, including occasional evenings or weekends.
• Demonstrated ability to meet or exceed SLA targets.

Responsibilities

• Respond promptly to client inquiries via phone, email, and chat channels.
• Diagnose and resolve customer 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 complaints and suggest process improvements.
• Coordinate with internal teams (operations, finance, IT) 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

Problem-solving

Attention to detail

Customer service

Education

Bachelor's degree in Business/Finance

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 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 customer 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 complaints and suggest process improvements.
• Coordinate with internal teams (operations, finance, IT) 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

• Bachelor's degree in Business, Finance, or related field.
• 2+ years of experience in customer service or relationship management, preferably in BFSI.
• Excellent verbal and written communication skills.
• Strong problem‑solving abilities and attention to detail.
• Proficiency with CRM software and Microsoft Office Suite.
• Ability to work in a fast‑paced back‑office environment.
• Knowledge of banking, insurance, or financial services regulations is a plus.
• Customer‑centric mindset with a focus on quality service.
• Flexibility to work in shifts, including occasional evenings or weekends.
• Demonstrated ability to meet or exceed SLA targets.

Job Info

• Job Identification 271923
• Job Category Customer Support/Operations | BPM