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Customer Relationship Executive

Digitide Solutions
Rohtak, IND
Full-time
Junior · 2+ years experience
Onsite
Discovered 3 days ago
Communication

Full Job Posting

Qualifications

  • 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 handle high‐volume interactions while maintaining composure.
  • Knowledge of banking, financial services, or insurance terminology is a plus.
  • Team‐player attitude with a customer‐centric mindset.
  • Flexibility to work in shift patterns, including evenings or weekends if required.
  • Demonstrated ability to meet or exceed SLA and KPI targets.

Responsibilities

  • 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.

Preferred Qualifications

  • High school diploma or equivalent; Bachelor’s degree preferred.
  • Knowledge of banking, financial services, or insurance terminology is a plus.

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