Relationship Manager

Posted 18 Days Ago
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Taguig, Southern Manila District, National Capital Region
In-Office
Mid level
Fintech • Software • Financial Services
The Role
The Relationship Manager will build and maintain relationships with SME clients, understand their financial needs, and provide tailored financing solutions, ensuring satisfaction and loyalty while collaborating with teams.
Summary Generated by Built In

First Circle is one of the fastest-growing FinTech companies in the country, providing financial services to under-served SMEs. We've already transformed access to credit for thousands of businesses, and now we're building a full-stack neobank offering 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 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
  • Build and maintain strong relationships with SME owners and key people, acting as their main point of contact.
  • Understand the financial needs and goals of clients, and recommend appropriate financing solutions.
  • Manage a portfolio of clients, ensuring their satisfaction and loyalty.
  • Proactively identify opportunities to upsell and cross-sell additional products and services.
  • Collaborate with cross-functional teams to ensure smooth delivery of products and services to clients.
  • Keep updated on market trends and competitor activities in order to identify potential growth opportunities.
  • Provide exceptional customer service and resolve any issues or concerns raised by clients whilst using our products.

Requirements
  • Bachelor's degree in Business, Finance, Marketing, or a related field.
  • Proven experience in relationship management, preferably within the banking, financial services, or lending industry.
  • Strong communication and interpersonal skills.
  • Ability to build and maintain relationships with clients.
  • Excellent problem-solving and decision-making skills.
  • Self-motivated and able to work independently.
  • Strong organizational and time management skills.
  • Proficiency in Microsoft Office Suite.
  • Preferably with existing network and connections within the business community.

Benefits
  • Salary dependent on experience level, plus bonus incentives for strong performance.
  • Join a team with a deeply collaborative culture! Learn more here: https://www.firstcircle.ph/careers
  • Hybrid work set-up: 2 days per week in our BGC office; remote the rest of the time.
  • Additional perks & benefits including HMO coverage from month one, free catered lunches, MacBook Air provided, monthly fitness allowance, transportation & accommodation allowance, and more.

Top Skills

Microsoft Office Suite
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The Company
HQ: Taguig, Metro Manila
148 Employees
Year Founded: 2015

What We Do

Founded in 2016, First Circle is the fastest-growing fintech in the Philippines, led by an ex-Morgan Stanley and ex-Bridgewater Associates management team. We have offices in Manila, London and Hong Kong.

First Circle offers SME financing and are building smart banking solutions for businesses.

First Circle is a trusted partner of the Philippine government and is the official Finance Partner of the Department of Trade and Industry (DTI). We are also a pioneer data provider to the Credit Information Corporation (CIC) and the very first FinTech company to ever be licensed by the Securities and Exchange Commission (SEC) in the Philippines.

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