Startup Jobs
Post a Job
Cermati.com

Lead Relationship Manager - Wealth & Investment

Indonesia
full-time

TLDR

Lead the acquisition and development of client relationships in the wealth and investment sector while ensuring high service standards and client satisfaction.

  • Acquisition of new client relationships and development of existing client relationships
  • Selling a range of investment products to existing and potential clients.
  • Achieving high levels of service standards and maximizing client satisfaction.
  • Demonstrate awareness of budgets and accounts and profitability
  • Managing teams that will help in acquiring and development of client relationships both new and existing
  • Provide value adding recommendation for the clients.
  • Has worked in a client facing role within client relationship environment for at least 7 years
  • Has the relevant accreditation
  • Is conversant with the full range of mutual fund products, including bonds
 Cermati.com

Cermati.com is a financial technology startup that operates as a comprehensive online marketplace, making it easy for Indonesians to find and apply for a wide range of financial products. By streamlining access to loans, credit, and other financial services, Cermati.com is committed to promoting financial inclusion and simplifying the financial decision-making process in Indonesia.

View all jobs
Ace your job interview

Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.

Relationship Manager Q&A's
Report this job
Apply for this job