The Customer Relationship Executive (CRE) will serve as the primary point of contact for our BFSI clients, handling inbound and outbound communications, troubleshooting problems, and delivering accurate information about our products and services. Working in the CLM Domestic BFSI | Manpower
- Back office department, the CRE will play a pivotal role in fostering solid client relationships and ensuring high levels of satisfaction and retention. Responsibilities
• Respond promptly to customer inquiries via phone, email, and chat.
• Diagnose and resolve client issues, escalating complex cases when necessary.
• Provide detailed information on Digitide Solutions' BFSI products and services.
• Maintain accurate records of interactions in the CRM system.
• Identify opportunities for upselling or cross‑selling based on client needs.
• Collaborate with internal teams (operations, compliance, IT) to ensure seamless service delivery.
• Monitor and achieve key performance indicators such as response time and CSAT scores.
• Prepare and deliver regular reports on customer trends and feedback.
• Participate in training sessions to stay updated on industry regulations and product updates.
• Contribute to process improvement initiatives to enhance the customer experience. 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 banking, insurance, or financial services regulations is a plus.
• Customer‑focused mindset with a passion for delivering exceptional service.
• Team player who can collaborate across departments.
• Flexibility to work in shift patterns as required by the back‑office operations.