Relationship Manager

First Circle, a leading fintech company in the Philippines, is looking for a customer-oriented Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and nurturing strong relationships with our clients, understanding their financial needs, and providing them with tailored financing solutions.

First Circle, founded in 2016, offers SME financing and is dedicated to building smart banking solutions for businesses. We are a trusted partner of the Philippine government and the official Finance Partner of the Department of Trade and Industry (DTI). Additionally, we are a pioneer data provider to the Credit Information Corporation (CIC) and the very first FinTech company to be licensed by the Securities and Exchange Commission (SEC) in the Philippines. With a management team comprised of ex-Morgan Stanley and ex-Bridgewater Associates executives, First Circle is focused on revolutionizing financial services in the region.

We provide the best customer experience for SMEs in the Philippines - check out our google reviews to see why our customers love us, and apply if you think you have what it takes to hit the same heights.

Responsibilities

• Build and maintain strong relationships with SME owners and key people, acting as their main point of contact.
• Understand the financial needs and goals of clients, and recommend appropriate financing solutions.
• Manage a portfolio of clients, ensuring their satisfaction and loyalty.
• Proactively identify opportunities to upsell and cross-sell additional products and services.
• Collaborate with cross-functional teams to ensure smooth delivery of products and services to clients.
• Keep updated on market trends and competitor activities in order to identify potential growth opportunities.
• Provide exceptional customer service and resolve any issues or concerns raised by clients whilst using our products.

Requirements

• Useful: Bachelor's degree in Business, Finance, Marketing, or a related field.
• Essential: Proven experience in relationship management, preferably in the financial services industry.
• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients.
• Excellent problem-solving and decision-making skills.
• Self-motivated and able to work independently.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office Suite.
• Preferably with existing network and connections within the business community.

Benefits

• Salary dependent on experience level, plus bonus incentives for strong performance.
• Highly competitive perks & benefits, including HMO coverage from day one, free catered lunches, MacBook Air provided, monthly fitness allowance, transportation & accommodation allowance, and more.
• Hybrid work set-up: 2 days per week in BGC office
• Join a team with a deeply collaborative culture - expect support, feedback and friendship.