Customer Relationship Executive

Digitide; Ujjain; On-site; INR 400,000 - 700,000; Full time

Job summary

Digitide seeks a Customer Relationship Executive (CRE) to be the primary contact for domestic BFSI clients, handling inbound and outbound communications, troubleshooting issues, and delivering accurate information about services.

Working within the CLM Domestic BFSI | Manpower - Back office department, the CRE will maintain high client satisfaction and foster long‑term relationships with operations, compliance, and IT teams to address needs and ensure SLA adherence.

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 in English.
• Proficiency with CRM software and Microsoft Office Suite.

Responsibilities

• Respond promptly to client inquiries via phone, email, and chat.
• Diagnose and resolve service-related issues, escalating when necessary.
• Provide clear information on products, services, and processes.
• Maintain accurate records of interactions in the CRM system.
• Follow up with customers to ensure issue resolution and satisfaction.
• Identify patterns in client feedback and suggest process improvements.
• Collaborate with internal teams (operations, compliance, IT) to address client needs.
• Meet or exceed defined SLAs and KPIs.
• Participate in regular training sessions to stay updated on BFSI regulations and company offerings.
• Assist in preparing reports on client interactions and trends for management review.

Skills

English proficiency

Customer service

Problem solving

Attention to detail

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 domestic BFSI clients, handling inbound and outbound communications, troubleshooting issues, and delivering accurate information about our services. Working within the CLM Domestic BFSI | Manpower - Back office department, the CRE will play a pivotal role in maintaining high levels of client satisfaction and fostering long‑term relationships.

Responsibilities

• Respond promptly to client inquiries via phone, email, and chat.
• Diagnose and resolve service‑related issues, escalating when necessary.
• Provide clear information on products, services, and processes.
• Maintain accurate records of interactions in the CRM system.
• Follow up with customers to ensure issue resolution and satisfaction.
• Identify patterns in client feedback and suggest process improvements.
• Collaborate with internal teams (operations, compliance, IT) to address client needs.
• Meet or exceed defined service level agreements (SLAs) and key performance indicators (KPIs).
• Participate in regular training sessions to stay updated on BFSI regulations and company offerings.
• Assist in preparing reports on client interactions and trends for management review.

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 in English.
• Strong problem‑solving abilities and attention to detail.
• Proficiency with CRM software and Microsoft Office Suite.
• Ability to handle high‑volume interactions while maintaining professionalism.
• Knowledge of domestic banking, insurance, or financial services regulations is a plus.
• Demonstrated ability to work collaboratively in a back‑office environment.
• Flexibility to work in shift patterns as required.
• Customer‑centric mindset with a focus on delivering exceptional service.

Job Info

• Job Identification 271890
• Job Category Customer Support/Operations | BPM