Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium
Lead Relationship Manager - Wealth & Investment at Cermati.com
Special capital Region of Jakarta, Java, Indonesia -
Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

0.0

Posted On

06 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Relationship Management, Investment Products, Mutual Funds, Bonds, Client Acquisition, Team Management, Client Satisfaction, Budget Awareness, Profitability, Value Adding Recommendations

Industry

Financial Services

Description
Company Description Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial product by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank. Our team hailed from Silicon Valley Tech companies such as Google, Microsoft, LinkedIn and Sofi as well as Indonesian startups such as Doku, Touchten. We have graduates from well known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell and many others. We are building a company with the same culture of openness, transparency, drive and meritocracy as Silicon Valley companies. Join us in our cause to build a world class fintech company in Indonesia. Job Description 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. Qualifications 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
Responsibilities
The Lead Relationship Manager is responsible for acquiring new client relationships and developing existing ones while selling a range of investment products. They will also manage teams to enhance client relationships and ensure high levels of client satisfaction.