Relationship Manager (eCommerce & FinTech Background)

First Circle

Taguig

Hybrid

PHP 600,000 - 900,000

Full time

14 days+
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Benefits offered by this job

HMO from week one
Life and accidental insurance
Free catered lunches
Monthly fitness benefits
Transportation allowance
Accommodation allowance

Job summary

First Circle is hiring a Relationship Manager to build and nurture long-term SME relationships, understand their financial needs, and provide tailored financing solutions. You will drive portfolio growth and ensure exceptional service in a fast-growing fintech environment.

Based in Manila with a hybrid work setup (2 days in our BGC office), you will collaborate with cross-functional teams, pursue upsell opportunities, and contribute to a best-in-class customer experience for our diverse client

Qualifications

  • 3+ years of relationship management experience in fintech/e-commerce or startups.
  • Excellent interpersonal abilities with proven client relationship skills.
  • Analytical mindset and sound judgment in decision-making.
  • Self-motivated, able to work independently with initiative.
  • Strong organizational skills and a network in the business community.

Responsibilities

  • Build and maintain strong relationships with SME owners as the primary contact.
  • Assess client needs and advise on suitable financing solutions.
  • Manage a portfolio to ensure satisfaction, loyalty and ongoing engagement.
  • Identify upsell and cross-sell opportunities while monitoring market trends.
  • Coordinate with cross-functional teams to ensure seamless product delivery.

Skills

Relationship management
Financial advisory
Portfolio management
Business development
Communication skills
Independent worker
Networking

Tools

Microsoft Office

Job description

First Circleis one of thefastest-growing FinTech companies in the country, providing financial services to under-served SMEs. We've already transformed access to credit for thousands of businesses, andnow we're building a full-stack neobankoffering multi-currency bank accounts, payments, FX, corporate credit cards, and payroll. As we enter this next phase of growth, we're hiring exceptional talent with a track record of excellence to join us in shaping the next chapter.

We're looking for a customer-oriented Relationship Manager to join our team. In this role, you will be responsible for building and nurturing strong long-term relationships with our clients, understanding their financial needs, and providing them with tailored financing solutions.

We provide the best customer experience for SMEs in the Philippines - check out our Google reviews to see why our customers love us, and apply if you think you have what it takes to hit the same heights.

Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with SME owners, serving as their primary point of contact.
  • Needs Assessment & Financial Advisory: Understand clients’ financial goals and recommend suitable financing solutions.
  • Portfolio Management & Client Retention: Manage a portfolio of clients to ensure satisfaction, loyalty, and long-term engagement.
  • Business Development: Proactively identify upselling, cross-selling, and growth opportunities while staying informed on market and competitor trends.
  • Service Excellence & Collaboration: Deliver exceptional customer service, resolve issues efficiently, and coordinate with cross-functional teams to ensure seamless product and service delivery.
  • Industry Experience: At least 3 years of relationship management experience - preferably in e-commerce, fintech, or a start-up company.
  • Strong Communication & Relationship Skills: Excellent interpersonal abilities with a demonstrated capacity to build and maintain client relationships.
  • Analytical & Decision-Making Ability: Strong problem-solving skills with sound judgment in decision-making.
  • Self-Motivated & Independent: Ability to work independently with high initiative and accountability.
  • Organizational, Technical & Networking Strength: Strong time management and organizational skills, proficiency in Microsoft Office, and preferably an established network within the business community.
  • Salary package: Dependent on experience level, plus bonus incentives for strong performance.
  • Hybrid work set-up: 2 days per week in our BGC office; remote the rest of the time.
  • Benefits: HMO coverage from week one, life and accidental insurance, free catered lunches, monthly fitness, transportation, and accommodation allowance, and more.
  • Join a team with a deeply collaborative culture! Learn more here:https://www.firstcircle.ph/careers
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