Cermati.com
Senior Relationship Manager - Wealth & Investment
This job is no longer available and isn't accepting applications.
TLDR
Acquire and develop new and existing mutual fund client relationships while maintaining high service standards and maximizing client satisfaction.
- 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
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.
Senior Relationship Manager
No longer accepting applications