Business Development Manager - Investment

Cermati.com; Daerah Khusus Ibukota Jakarta; On-site; IDR 100,000,000 - 200,000,000; Full time

Job summary

Join a dynamic fintech startup that is revolutionizing the financial landscape in Indonesia! This role offers the opportunity to leverage your extensive experience in client relationship management to acquire and develop client relationships while selling a diverse range of investment products. You will play a crucial role in ensuring client satisfaction and profitability, working alongside a talented team with backgrounds from leading tech companies and universities. If you are passionate about finance and technology, and eager to make a significant impact in a fast-paced environment, this is the perfect opportunity for you.

Qualifications

• 7+ years in client-facing roles with strong relationship management skills.
• Conversant with mutual fund products and investment strategies.

Responsibilities

• Acquire and develop new client relationships while managing existing ones.
• Sell investment products and ensure high client satisfaction.

Skills

Client Relationship Management

Sales Skills

Financial Product Knowledge

Team Management

Education

Relevant Accreditation

Job description

Company Description

Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial products by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank.

Our team hails from Silicon Valley tech companies such as Google, Microsoft, LinkedIn, and Sofi, as well as Indonesian startups such as Doku and Touchten. We have graduates from well-known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell, and many others. We are building a company with the same culture of openness, transparency, drive, and meritocracy as Silicon Valley companies. Join us in our cause to build a world-class fintech company in Indonesia.

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.
• Demonstrating awareness of budgets and accounts and profitability.
• Managing teams that will help in acquiring and developing client relationships, both new and existing.
• Providing value-adding recommendations for the clients.

Qualifications

• 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.