The Relationship Manager / Deputy Manager is responsible for building and maintaining strong relationships with clients, understanding their needs, and providing tailored solutions. This role involves sales, client servicing, cross-selling products, and ensuring customer satisfaction while achieving business targets.

Key Responsibilities:

1. Client Relationship Management:

• Develop and maintain long-term relationships with clients.
• Act as a primary point of contact for client queries and service requests.
• Provide personalized solutions to enhance client satisfaction and loyalty.

1. Sales & Business Development:

• Identify and acquire new clients through networking, referrals, and business development initiatives.
• Cross-sell and upsell products/services based on customer needs.
• Meet or exceed assigned sales targets and revenue goals.

1. Product & Service Consultation:

• Understand customer requirements and recommend suitable financial products/services.
• Stay updated on industry trends, market conditions, and competitors’ offerings.

1. Customer Support & Issue Resolution:

• Address client concerns, resolve complaints, and ensure a smooth customer experience.
• Work closely with internal teams to provide seamless service delivery.

1. Compliance & Documentation:

• Ensure all transactions comply with company policies and regulatory guidelines.
• Maintain proper documentation and reports related to client interactions and sales activities.

1. Reporting & Analysis:

• Prepare regular reports on sales performance, client feedback, and market trends.
• Use CRM tools to track and manage client interactions effectively.

Qualifications & Requirements:

• Education: Bachelor’s or Master’s degree in Business Administration, Finance, Marketing, or a related field.
• Experience: 2-6 years of experience in relationship management, sales, or customer service (preferably in banking, financial services, or insurance).
• Skills:Excellent communication and interpersonal skills.
• Strong sales and negotiation abilities.
• Customer-centric approach with problem-solving skills.
• Ability to manage multiple clients and prioritize tasks effectively.
• Proficiency in CRM software and MS Office.

Preferred Industries:

• Banking & Financial Services
• Insurance
• Wealth Management
• Retail & Corporate Sales

Why Join Us?

• Opportunity to work with a growing and dynamic team.
• Attractive incentives and career growth opportunities.
• Training and skill development programs.

About company

BayaTree is an innovative company that provides Healthcare software and services, Mobile and Cloud-Based applications, and Interoperability products. Our technology services include Software Engineering, Quality Assurance, Technical Support, and Medical Billing. Our products and services help clients capture and analyze data, implement business strategies, and improve operational performance. Our Healthcare solutions help providers improve quality of care and ensure regulatory compliance. We manage major projects, assume responsibility for repetitive business processes, and facilitate business success through innovation and application of technology. We combine strategic insight, multifaceted industry expertise, and an agile global delivery model to uniquely address client needs.