Cermati.com
Lead Relationship Manager - Wealth & Investment
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 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.
Relationship Manager