Relationship Manager (Investment / wealth)

PT Cicil Solusi Mitra Teknologi; Balikpapan; Hybrid; IDR 80,000,000 - 160,000,000; Full time

Job summary

PT Cicil Solusi Mitra Teknologi is seeking a Funding Relationship Manager to acquire new clients and lenders for P2P funding, while managing customer inquiries and maintaining high-quality service. You will onboard and optimize accounts, nurture relationships, and drive annual revenue targets through effective funding proposals.

In a hybrid work environment, you will apply your communication, negotiation, and marketing skills to forge strategic partnerships, expand the lender network, and advise

Qualifications

• Strong relationship management and communication skills.
• Experience in funding proposals and financial analysis.
• Understanding of P2P and fintech regulations and compliance.

Responsibilities

• Funding relationship manager who will acquire new client / lender for funding in P2P (Pendanaan)
• Assist customer-related inquiries and needs (creating, managing, and optimizing accounts)
• Maintain existing Customer/ lender by providing the best services
• Work towards achieving set revenue targets and contributing to overall company growth
• Negotiating and leading high-impact strategic partnerships/improvement
• Responsible for maintaining a current portfolio, good relations, providing the best quality services and adequate product information to customers.

Skills

Communication

Sales

Presentation

Negotiation techniques

Marketing strategies

Networking with HNWI

Funding product investment

Education

Bachelor's degree

Finance or Business Administration degree

Tools

Financial software

Job description

Company Description

CICIL is a licensed Peer to Peer (P2P) Fin-tech, regulated by OJK since April 14, 2021. Dedicated to driving progress in Indonesia’s productive sectors, CICIL offers tailored financial solutions that fuel business growth and financial aspirations. Our flagship products—Supply Chain Financing, Ecosystem Financing, and Working Capital—provide seamless funding solutions to support businesses at every stage. Whether scaling operations, optimizing cash flow, or launching new ventures, CICIL is here to transform dreams into achievements.

Relationship Manager Funding Responsibilities

• 1. Funding relationship manager who will acquire new client / lender for funding in P2P (Pendanaan)
• 2. Assist costumer-related inquiries and needs (creating, managing, and optimizing accounts)
• 3. Maintain existing Customer/ lender by providing the best services
• 4. Work towards achieving set revenue targets and contributing to overall company growth
• 5. Negotiating and leading high-impact strategic partnerships/improvement
• 6. Responsible for maintaining a current portfolio, good relations, providing the best quality services and adequate product information to customers.

Requirements

• 1. Min. Education Bachelor's Degree in any major from a reputable University
• 2. Have a minimum of 3 years of experiences from Peer-to-peer and or Banking Industry
• 3. Have good skills in communication, selling, and presentation
• 4. Have negotiation techniques and marketing strategies to increase sales
• 5. Have extensive relationships or networking especially with HNWI
• 6. Have an experience in handling funding product investment

Qualifications :

• Strong relationship management and communication skills
• Experience in financial analysis and funding proposal preparation
• Understanding of P2P and fintech regulations and compliance
• Ability to work independently and collaboratively in a hybrid work environment
• Bachelor's degree in Finance, Business Administration, or related field
• Experience in the fintech or financial services industry is a plus
• Proficiency in using financial software and tools