Senior Relationship Manager - Wealth & Investment
Cermati · Jakarta, Jakarta, id
Sekilas tentang pekerjaan ini
Senior Relationship Manager - Wealth & Investment di Cermati bertanggung jawab mengakuisisi dan mengembangkan hubungan klien serta menawarkan produk investasi. Posisi ini berlokasi di Jakarta dan ditujukan bagi kandidat dengan pengalaman minimal dua tahun dalam peran yang berhadapan langsung dengan klien.
Tugas utama
- Mengelola tim untuk mengakuisisi klien baru dan mengembangkan hubungan.
- Menawarkan produk investasi dan memberi rekomendasi bernilai kepada klien.
- Menjaga standar layanan dan memaksimalkan kepuasan klien.
- Memantau anggaran, akun, dan profitabilitas.
Kualifikasi utama
- Pengalaman minimal dua tahun dalam peran yang berhadapan langsung dengan klien.
- Memiliki akreditasi yang relevan.
- Memahami seluruh rangkaian 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 for mutual fund 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 2 years Has the relevant accreditation Is conversant with the full range of mutual fund products, including bonds
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.