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Relationship Manager (eCommerce & FinTech Background)

πŸ“… Aug 11
Client Relationship ManagementFinancial AdvisoryPortfolio ManagementBusiness Development

πŸ“œ Description

  • 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.

πŸ› οΈ Requirements

  • 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.

✨ Benefits

  • 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
  • Monthly fitness
  • Transportation
  • Accommodation allowance
Full job description

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 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.

Requirements

  • 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.

Benefits

  • 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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