Relationship Manager

As Relationship Manager, you will be part of critical role in developing and nurturing relationships with clients focused on funding and investment opportunities. This position requires understanding of funding mechanisms, and P2P market trends to offer the best financial solutions to our clients.. This role will be direct report to Head of Funding  and this role also are part of the Premium Lender team RM

Responsibilities

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

Requirements

• A Bachelor’s degree in Finance, Economics of related field from Reputable University
• Minimum of 3 years of experience in banking,P2P, or financial services with a focus 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

Last updated on Jan 9, 2024