oracle

Customer Relationship Executive

Digitide Solutions

Bareilly, IND

Full-time

Junior · 2+ years experience

Onsite

Discovered Yesterday

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.
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.
Customer‐focused mindset with a commitment to service excellence.
Basic understanding of banking, financial services, or insurance terminology.
Flexibility to work shifts, including evenings or weekends if required.
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 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 issue resolution.
Monitor service level agreements (SLAs) and meet performance targets.
Gather and relay client feedback to improve processes and offerings.
Prepare daily and weekly reports on customer interactions and trends.
Participate in training sessions and stay updated on industry regulations.

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