Lead Relationship Manager - Wealth & Investment
Cermati · Jakarta, Jakarta, id
Sekilas tentang pekerjaan ini
Di Cermati, Lead Relationship Manager - Wealth & Investment bertanggung jawab mengakuisisi dan mengembangkan hubungan klien serta menawarkan produk investasi. Posisi ini berlokasi di Jakarta dan ditujukan bagi kandidat dengan pengalaman minimal 7 tahun di bidang hubungan klien.
Tugas utama
- Mengakuisisi klien baru dan mengembangkan hubungan dengan klien yang ada.
- Menjual beragam produk investasi kepada klien saat ini dan calon klien.
- Memimpin tim untuk memperoleh dan mengembangkan hubungan klien.
- Memberikan rekomendasi bernilai tambah serta menjaga kepuasan klien.
- Memperhatikan anggaran, akun, dan profitabilitas.
Kualifikasi utama
- Pengalaman minimal 7 tahun dalam peran yang berhadapan dengan klien.
- Memiliki akreditasi yang relevan.
- Memahami berbagai produk reksa dana, termasuk obligasi.
Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs Cermati.
Deskripsi pekerjaan
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 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.