Customer Relationship Executive

Digitide; Tiruchirappalli; On-site; INR 300,000 - 500,000; Full time

Job summary

Digitide Solutions Limited seeks a proactive Customer Relationship Executive to join our CLM Domestic BFSI – Manpower Back Office team in Tiruchirappalli. You will be the primary contact for financial services clients, handling inquiries and delivering accurate product information while driving satisfaction and loyalty.

Responsibilities include logging interactions in CRM, resolving routine issues within SLA, escalating complex problems, and identifying upsell opportunities.

Qualifications

• Graduates or equivalent with relevant customer service exposure.
• English communication skills; local language a plus.
• Proficient in CRM tools and MS Office.
• Strong problem-solving and data-entry accuracy.
• Willing to work 24/7 shift including weekends.
• Empathetic and customer-centric mindset.
• BFSI knowledge is a plus.

Responsibilities

• Serve as first point of contact for BFSI clients via phone, email, chat.
• Log and track all interactions in the CRM.
• Diagnose and resolve routine service issues within defined SLA.
• Escalate complex problems to appropriate teams.
• Provide product and service information tailored to client needs.
• Meet KPI targets and participate in training sessions.

Skills

CRM tools

Microsoft Office

Verbal and written communication

Data entry accuracy

Problem solving

Customer-centric attitude

Team player

Education

Graduate or equivalent

Job description

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 loyalty.

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 service issues within defined SLA parameters.
• Escalate complex problems to appropriate functional teams for resolution.
• Provide product and service information tailored to client needs.
• Conduct follow‑up communications to confirm issue closure and customer satisfaction.
• Identify opportunities for upselling or cross‑selling relevant solutions.
• Contribute to knowledge‑base articles and suggest process improvements.
• Meet or exceed daily/weekly KPI targets such as response time and CSAT scores.
• Participate in regular training sessions and team meetings.

Qualifications

• Minimum 1‑2 years experience in customer care or relationship management, preferably in BFSI.
• Excellent verbal and written communication skills in English; additional local language is a plus.
• Strong problem‑solving abilities and composure under pressure.
• Proficiency with CRM tools and Microsoft Office suite.
• High attention to detail and accurate data entry.
• Willingness to work in a 24/7 shift environment, including weekends if required.
• Demonstrated empathy and a customer‑centric attitude.
• Basic understanding of banking, insurance, or financial services terminology.
• Team player with a proactive and adaptable mindset.
• Educational qualification: Graduate or equivalent.

Requirements: