Cermati.com

Financial product marketplace and application service

Lead Relationship Manager - Wealth & Investment

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeJakarta, IndonesiaNo salary listedIn-person

About the Job

Requirements

Has worked in a client-facing role within a client relationship environment for at least 7 years.
Has the relevant accreditation.
Is conversant with the full range of mutual fund products, including bonds.

Responsibilities

Acquires new client relationships and develops existing client relationships.
Sells a range of investment products to existing and potential clients.
Achieves high service standards and maximizes client satisfaction.
Demonstrates awareness of budgets, accounts, and profitability.
Manages teams that help acquire and develop new and existing client relationships.
Provides value-adding recommendations to clients.

Job Description

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.

Qualifications

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

Additional Information

About the Company

Cermati.com

Financial product marketplace and application service

Cermati operates a financial e-commerce platform in Indonesia that lets users research, compare, and apply for financial products such as credit cards, loans, mortgages, auto loans, savings accounts, insurance, and bill payments. It aggregates product information from banks and financial institutions into a standardized format and guides, and sometimes processes, applications on behalf of partners, earning commissions from successful applications. The service differentiates itself by offering free access, a wide product catalog, and handling parts of the application and documentation flow to speed up approvals, turning a simple comparison site into an integrated fintech marketplace. Its goal is to expand financial inclusion in Indonesia by making financial products easier to find, compare, and access for people who are online but historically underserved by formal finance.

Company size: 501-1,000
Company stage: Series A
Total funding: $1.9M
Headquarters: Jakarta, Indonesia
Founded: 2015

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