oracle

Customer Relationship Executive

Digitide Solutions

Maharashtra, IND

Full-time

Junior · 2+ years experience

Onsite

Discovered 2 days ago

Communication

Full Job Posting

High school diploma or equivalent; Bachelor’s degree preferred.
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 software and Microsoft Office Suite.
Ability to work in a fast‐paced, back‐office environment with shifting priorities.
Customer‐focused mindset with a commitment to service excellence.
Basic understanding of banking, insurance, or financial services regulations.
Flexibility to work in shifts, including occasional evenings or weekends.
Team player with a positive attitude and strong interpersonal skills.

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 for upselling or cross‐selling based on client needs.
Collaborate with internal teams (operations, compliance, IT) to ensure timely solutions.
Monitor service level agreements (SLAs) and meet performance targets.
Gather and relay customer feedback to improve processes and offerings.
Prepare regular reports on call volumes, resolution rates, and customer satisfaction metrics.
Participate in training sessions and stay updated on industry regulations.

High school diploma or equivalent; Bachelor’s degree preferred.
Excellent verbal and written communication skills in English; additional local language proficiency is a plus.

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