Company Description
Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial product by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank.
Our team hailed from Silicon Valley Tech companies such as Google, Microsoft, LinkedIn and Sofi as well as Indonesian startups such as Doku, Touchten. We have graduates from well known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell and many others. We are building a company with the same culture of openness, transparency, drive and meritocracy as Silicon Valley companies. Join us in our cause to build a world class fintech company in Indonesia.
Job Description- Acquisition of new client relationships and development of existing client relationships for mutual fund
- Selling a range of investment products to existing and potential clients.
- Achieving high levels of service standards and maximizing client satisfaction.
- Demonstrate awareness of budgets and accounts and profitability
- Managing teams that will help in acquiring and development of client relationships both new and existing
- Provide value adding recommendation for the clients.
- Has worked in a client facing role within client relationship environment for at least 2 years
- Has the relevant accreditation
- Is conversant with the full range of mutual fund products, including bonds
Skills Required
- At least 2 years of experience in a client-facing client relationship role
- Relevant professional accreditation
- Knowledge of the full range of mutual fund products, including bonds
What We Do
We are a technology startup that engages in the Indonesian financial technology area. We are based in Jakarta and we're founded by ex-silicon valley engineers. Our vision is to use technology to make financial information more available and more useful to everyone. Our mission is to enable people to take control of their financial situation and save a lot of money by doing so. Our products allow people to easily make the best financial decision for their situation. Come join our adventure in transforming Indonesian financial landscape through technology.
