funding Relationship Manager

PT Bank Capital Indonesia Tbk

Jakarta Pusat

On-site

IDR 167,400,000 - 279,000,000

Full time

21 hours ago
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Job summary

PT Bank Capital Indonesia Tbk is seeking aFunding Relationship Manager to develop and manage funding portfolios and long-term client relationships on-site in Gambir, West Jakarta.

You will identify potential funding customers, conduct prospecting and client visits, offer deposit and investment products, monitor performance, prepare proposals, and ensure compliance with banking regulations while supporting business growth.

Qualifications

  • Proven ability to build long-term client partnerships in banking.
  • Strong knowledge of funding, deposits, and investment instruments.
  • Excellent communication and negotiation skills.
  • Experience in sales, prospecting, and pipeline management.
  • Detail-oriented with accurate reporting and documentation.
  • Bachelor’s degree or equivalent experience in banking or finance.

Responsibilities

  • Develop and manage funding portfolios and long-term client relationships.
  • Identify potential funding customers and conduct prospecting and client visits.
  • Offer deposit and investment products aligned with client needs.
  • Monitor account performance and ensure client satisfaction.
  • Prepare proposals and reports; coordinate onboarding and transactions.
  • Ensure compliance with banking regulations and internal policies.
  • Contribute to growth targets while upholding ethical standards.

Skills

Relationship management
Banking product knowledge
Communication & negotiation
Sales & business development
Attention to detail
Regulatory reporting

Education

Bachelor’s degree in Finance, Economics, Business or related field

Job description

PT Bank Capital Indonesia Tbk is a banking institution in Indonesia that focuses on providing retail financial services. Listed on the capital market since 2007, Bank Capital operates through 72 office networks across major cities including Jakarta, Tangerang, Bekasi, Bandung, Surabaya, Solo, Kupang, Semarang, and Medan. The bank aims to be a healthy and trusted retail bank, growing in a stable, inclusive, and sustainable manner. Its mission emphasizes a personal approach to financial services, delivering maximum value to stakeholders, and supporting economic growth and social sustainability. Team members join a growing organization committed to responsible banking and customer-centric service.

Role Description

The Funding Relationship Manager is a full-time, on-site role based in Gambir, responsible for developing and managing funding portfolios and long-term client relationships. This role includes identifying potential funding customers, conducting prospecting and client visits, and offering appropriate deposit and investment products. The Funding Relationship Manager will monitor account performance, ensure client satisfaction, and respond to inquiries and issues in a timely manner. The role also involves preparing proposals and reports, coordinating with internal teams to ensure smooth onboarding and transactions, and complying with all banking regulations and internal policies. The individual is expected to contribute to business growth targets while maintaining high ethical standards and a strong customer focus.

Qualifications
  • Strong relationship management and customer service skills, with the ability to build trust and maintain long-term client partnerships.
  • Knowledge of banking products, especially funding, deposits, and investment instruments, and understanding of basic financial analysis.
  • Effective communication and negotiation skills, including the ability to present solutions clearly and handle client objections professionally.
  • Sales and business development capabilities, including prospecting, pipeline management, and achieving funding targets.
  • Attention to detail, organizational skills, and the ability to prepare accurate reports and documentation in line with regulatory requirements.
  • Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent professional experience in banking or financial services.
  • Comfort working in an on-site banking environment in Puri Indah, West Jakarta.
  • High integrity, commitment to compliance, and alignment with Bank Capital’s values of sustainable and inclusive growth.
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