Relationship Manager

Amartha Financial; Markham; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading company in the financial sector is looking for a Relationship Manager to drive client relationships focused on funding and investments. This role is crucial for acquiring new customers, enhancing existing portfolios, and providing tailored financial solutions. Ideal candidates will have experience in banking or financial services and possess strong analytical and communication skills.

Qualifications

• Minimum 3 years in banking, P2P, or financial services.
• Strong understanding of funding mechanisms and financial markets.
• Proven track record in sales and client relationship management.

Responsibilities

• Develop action plans to exceed revenue and customer acquisition targets.
• Maintain and upgrade existing customer portfolios.
• Advise clients on funding and investment options.

Skills

Networking

Communication

Negotiation

Analytical skills

Problem-solving

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Job description

3 weeks ago Be among the first 25 applicants

About Amartha

At Amartha, we empower micro-businesses across Indonesia, enabling growth and equal prosperity. We've supported over 2.7 million entrepreneurs—mostly women—by disbursing IDR 22.8 trillion in funding. As we step into 2025, Amartha is evolving into a technology-driven financial ecosystem, expanding our reach in lending, funding, and payments. Through innovation and digital solutions, we aim to enhance accessibility, streamline processes, and create a seamless user experience.

About The Role

As a Relationship Manager, you will play a critical role in developing and nurturing relationships with clients focused on funding and investment opportunities. This position requires an understanding of funding mechanisms and P2P market trends to offer the best financial solutions to our clients. The role reports directly to the Head of Funding and is part of the Premium Lender team RM.

Responsibilities

• Develop an action plan to achieve and exceed revenue and new customer acquisition targets.
• Acquire new customers while maintaining and upgrading the existing customer portfolio.
• Provide excellent service to customers by maintaining close relationships and managing their portfolios.
• Advise clients on funding and investment options, tailoring solutions to their needs.
• Monitor P2P market trends and regulatory changes affecting funding and investments.
• Ensure compliance with P2P regulations and internal policies.

Requirements

• Bachelor's degree in Finance, Economics, or a related field from a reputable university.
• Minimum of 3 years of experience in banking, P2P, or financial services focusing on funding and investments.
• Strong understanding of funding mechanisms, investment strategies, and financial markets.
• Excellent networking, communication, and negotiation skills.
• Proven track record in sales and client relationship management.
• Detail-oriented with strong analytical and problem-solving skills.

At Amartha, we are dedicated to creating a workplace that celebrates diversity, ensures equity, and fosters inclusion. We believe that diverse perspectives—shaped by factors such as gender, age, race, ethnicity, education, culture, and life experiences—drive innovation and growth. We actively welcome individuals from all backgrounds to join us in building an environment where everyone feels respected, valued, and empowered. Our commitment is to provide equal opportunities and foster a sense of belonging that enables our employees to thrive and make meaningful contributions.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

Industries

• IT Services and IT Consulting

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