Customer Relationship Executive

Digitide; Sangli District; On-site; INR 180,000 - 240,000; Full time

Job summary

Digitide is seeking a proactive Customer Relationship Executive to join our CLM Domestic BFSI - Manpower Back Office team. You will be the primary contact for financial services clients, handling inquiries, troubleshooting, and delivering accurate product information while ensuring high customer satisfaction and compliance.

You will log interactions in the CRM, resolve routine issues, and escalate complex problems.

Qualifications

• 1-2 years experience in customer service or call center, preferably BFSI.
• Excellent verbal and written communication in English.
• Strong listening, problem-solving and empathy skills.
• Ability to work in a fast-paced back-office environment.
• Familiarity with CRM tools and Microsoft Office suite.

Responsibilities

• Serve as first point of contact via phone, email, and chat for BFSI clients.
• Accurately log and track all interactions in the CRM system.
• Diagnose and resolve routine inquiries and service issues.
• Escalate complex problems to appropriate internal teams.
• Provide product and service information tailored to client needs.
• Follow up on open tickets to ensure timely closure.
• Identify opportunities for upselling or cross-selling within compliance guidelines.
• Contribute to knowledge-base articles and process improvements.
• Meet or exceed defined service level agreements (SLAs) and quality metrics.
• Participate in regular training and team meetings.

Skills

Customer service experience

Excellent English communication

Empathy and active listening

Problem solving

Fast-paced back-office work

Education

Bachelor’s degree preferred

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

Digitide Solutions Limited is seeking a proactive Customer Relationship Executive to join our CLM Domestic BFSI - Manpower Back Office team. In this role you will be the primary point of contact for our financial services clients, handling inquiries, troubleshooting problems, and delivering accurate product information while ensuring high levels of customer satisfaction and compliance.

Responsibilities

• Serve as first point of contact via phone, email, and chat for BFSI clients.
• Accurately log and track all interactions in the CRM system.
• Diagnose and resolve routine inquiries and service issues.
• Escalate complex problems to appropriate internal teams.
• Provide product and service information tailored to client needs.
• Follow up on open tickets to ensure timely closure.
• Identify opportunities for upselling or cross-selling within compliance guidelines.
• Contribute to knowledge-base articles and process improvements.
• Meet or exceed defined service level agreements (SLAs) and quality metrics.
• Participate in regular training and team meetings.

Qualifications

• Minimum high school diploma; Bachelor’s degree preferred.
• 1-2 years experience in customer service or call center, preferably BFSI.
• Excellent verbal and written communication in English.
• Strong listening, problem-solvng and empathy skills.
• Ability to work in a fast-paced back-office environment.
• Familiarity with CRM tools and Microsoft Office suite.
• Basic understanding of banking, insurance or financial services terminology.
• Attention to detail and accurate data entry.
• Flexible schedule with ability to work shifts as required.
• Positive attitude and team- oriented mindset.

Job Info

• Job Identification 271915
• Job Category Customer Support/Operations | BPM