Customer Relationship Executive

About the role

You will handle inbound and outbound communications, troubleshoot issues, provide product and service information, and proactively strengthen client partnerships to drive loyalty and operational efficiency. Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Diagnose and resolve product or service issues, escalating complex cases when necessary.

What you'll do

• Handle inbound and outbound communications, troubleshoot issues, provide product and service information
• Respond to customer inquiries via phone, email, and chat in a timely and professional manner
• Maintain accurate records of interactions in the CRM system
• Provide detailed information on banking, financial services, and insurance offerings
• Identify opportunities for upselling or cross‑selling based on client needs

What you need

• 2–5 yrs of experience
• CRM
• MS Office
• Upselling
• Cross-selling
• Problem solving
• BBA or Diploma or B.Com

Good to have

• Customer service