Customer Relationship Executive

Digitide; Sonitpur; On-site; INR 300,000 - 460,000; Full time

Job summary

Digitide is seeking a Customer Relationship Executive to be the main contact for BFSI clients, handling inquiries, resolving issues, and providing product information. You will work within our back-office operations to ensure customer satisfaction and support growth.

The role requires 1–2 years in customer service, strong English communication, and proficiency with CRM tools and MS Office. Shift flexibility and a client-focused mindset are valued, with opportunities to upsell relevant solutions.

Qualifications

• 1–2 years of customer service or relationship management experience.
• Excellent verbal and written communication in English; local language skills a plus.
• Proficiency with CRM tools and MS Office Suite.
• Ability to handle high call volumes with professionalism.

Responsibilities

• Respond promptly to inbound calls, emails, and chat messages.
• Investigate and resolve client issues; escalate complex cases when necessary.
• Provide accurate information on products, services, and policies.
• Maintain detailed records of interactions in the CRM system.
• Identify opportunities to upsell or cross-sell relevant solutions.
• Collaborate with internal teams to address client needs.
• Monitor SLAs and ensure timely resolution.
• Gather and relay customer feedback to improve processes.
• Prepare daily and weekly performance reports for management.

Skills

Customer service

Communication

Problem solving

Team player

Education

High school diploma

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

The Customer Relationship Executive (CRE) will serve as the primary point of contact for our BFSI clients, handling inquiries, resolving issues, and providing detailed information on our products and services. Working within the CLM Domestic BFSI back‑office, you will ensure high levels of customer satisfaction, support operational efficiency, and contribute to the overall growth of the business.

Responsibilities

• Respond promptly to inbound customer calls, emails, and chat messages.
• Investigate and resolve client issues, escalating complex cases when necessary.
• Provide accurate information on products, services, and policies.
• Maintain detailed records of interactions in the CRM system.
• Identify opportunities to upsell or cross‑sell relevant solutions.
• Collaborate with internal teams (operations, compliance, IT) to address client needs.
• Monitor service level agreements (SLAs) and ensure timely resolution.
• Gather and relay customer feedback to improve processes and offerings.
• Prepare daily and weekly performance reports for management.
• Participate in training sessions and stay updated on industry regulations.

Qualifications

• Minimum 1‑2 years of experience in customer service 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 call volumes while maintaining professionalism.
• Basic understanding of banking, insurance, or financial services 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 required; bachelor's degree in Business, Finance, or related field preferred.
• Demonstrated commitment to delivering superior customer experiences.

Job Info

• Job Identification 271980
• Job Category Customer Support/Operations | BPM