Senior Relationship Manager

Posted 9 Hours Ago
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Makati, Southern Manila District, National Capital Region
Hybrid
Senior level
Financial Services
The Role
The Senior Relationship Manager will build and maintain client relationships, conduct business reviews, alert sales opportunities, achieve relationship targets, resolve client concerns, monitor performance against service agreements, update CRM systems, and coordinate with internal departments to meet client needs.
Summary Generated by Built In

Our Company

SAVii was founded in 2017 as SAVii PH, since then, we have been revolutionizing the employee wellness landscape. Our primary goal is to transform lives everyday by offering 360° salary linked wellness services in emerging markets. We currently operate in the Philippines and India.

Through our employee benefits platform, we empower HR leaders with 360 degree salary linked financial wellness services that elevate team members personally and professionally. Fast forward to today, we are now the category leader in our pioneer market of the Philippines. We are always here to transform lives with you. Together, let’s make financial power at work a reality.

Our Culture

SAVii is all about people. We aim to transform lives everyday for our customers and our own team members. We promote a culture of people-centricity, engage deeply with our SAViiers and encourage everyone to bring their whole selves to work. Each member of our team has something unique to contribute, so we naturally embrace your individuality and recognize your unique perspective as an important catalyst of positive change. We are a remote-first organization, we work where we feel happy and productive. Beyond the monetary aspect, we offer a plethora of enabling benefits enhancing your personal and professional life. In SAVii, we Think Fast, and execute faster.


Our Values

Excellence is an Attitude. We are Licensed to Dare so that everyone can Learn and Succeed. Our shared culture of respect and Fast Executions are built on Integrity and knowing we are Stronger Together.

Our Commitment

SAVii is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all our SAViiers. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability and age. We believe that diversity in talent invites more opportunities for innovation that leads us to our goal to Transform Lives Everyday. As part of our commitment to a diverse and inclusive workplace, we strongly encourage individuals from all walks of life to apply.

Duties and Responsibilities

  • Building and maintaining relationships with clients and key personnel
  • Conducting business reviews to ensure clients are satisfied with our products and services
  • Alerting the sales team to opportunities for further sales within key clients
  • Achieving client relationship targets and KPI’s as set by the Head of Sales
  • Escalating and resolving areas of concern as raised by clients
  • Monitoring company performance against service level agreements and flagging potential issues
  • Updating the CRM and ensuring account managers are aware of changes within clients
  • Liaising with internal departments to ensure client needs are fulfilled
  • effectively
  • Any other responsibilities that your immediate manager may assign

Other Duties and Responsibilities:

  • Abide by and perform to the best of your abilities all functions, duties and responsibilities to be assigned by the Employer in due course
  • Comply with the orders and instructions given from time to time by the employer through its authorized representatives
  • Shall not disclose any confidential information in respect of the affairs of the employer to any unauthorized person
  • Perform any other administrative or non-administrative duties assigned by any representative of the Employer from time to time either through direct written order or by oral assignment

Qualifications

  • Minimum of three years of account management experience, with a total of five years of work experience in banking, fintech, or any financial industry.
  • Strong people person and an expert in two-way communication (oral and written)
  • Ability to build relationships, influence others, and obtain results through working with others
  • Organized, high energy, and results driven, capable of being a leader within the company
  • Superior problem-solving skills, ability to identify issues, root causes and solutions
  • Able to work with a diverse team
The Company
Makati City, Manila
321 Employees
On-site Workplace
Year Founded: 2017

What We Do

In response to the needs of our clients (heightened during the pandemic), SAVii's offering has expanded beyond financial assistance to include on-demand learning, mental health support, and relevant FREE insurance protection. SAVii is the translation of our evolution into a holistic tool for empowerment of your workforce. At SAVii, a salary is more than just take home pay - it’s the safest vehicle to financial empowerment. We support over 400,000 employees with safe, convenient and affordable loans, advances, mental health support, financial education and COVID insurance, with no risk or obligation for employers. Our 200+ employer partners get data insight that can help manage attrition and unlock engaged, productive employees. We’re to transform lives with you. Let’s make financial power at work a reality in your workplace!

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