Relationship Manager

Talent Fit Indonesia


Tanggal: 2 minggu yang lalu
Kota: Jakarta, Jakarta
Jenis kontrak: Penuh waktu
  • Sell wealth products, investment, and bancassurance.
  • Establish active relationships and communication Priority Customers.
  • Act as a financial advisor for Priority Customers.
  • Build and improve relationships with customers.
  • Identify potential opportunities and inform the sales team to follow up.
  • Educate and inform clients about the company’s products, services and special offers.
  • Attend to client complaints and resolve issues promptly.
  • Conduct customer satisfaction surveys and recommend ways of improving client satisfaction.
  • Work with internal departments to ensure company meets clients’ expectations.
  • Oversee customer relationship management system.

  • Minimum Bachelor degree all major.
  • Minimum GPA of 3.00 (scale 4).
  • Experienced as a Relationship Manager in the field of Wealth Management with minimum experience of 3 (three) years.
  • Good communication skills, fluent in English or Mandarin is preferable.
  • Have a good analytical thinking and problem solving skills.
  • Have a certified / obtained licenses in AAJI/WAPERD/WPPE/CWM will be advantage.

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