Customer Relationship Manager

2 weeks ago

Pasig, Philippines Buscojobs Full time

Customer Relationship Manager – Makati / Philippines

Posted 1 day ago

Job Description

As a Customer Relationship Manager, you will nurture and grow existing client relationships within the financial services space, identify new lending opportunities, and guide customers through key financial decisions. The role focuses on proactive engagement, retention, and delivering tailored solutions that build long-term value for both the client and the business. This is a full-time, permanent work-from-home position with a day shift.

Responsibilities

  • Proactively manage relationships with existing and prospective clients to meet their financial needs
  • Regularly contact clients to identify additional lending opportunities and provide solutions
  • Assist customers with fixed rate rollovers and help them make informed decisions
  • Provide exceptional service by addressing inquiries and resolving issues promptly
  • Collaborate with team members to improve customer satisfaction and retention
  • Identify opportunities to enhance relationships and drive business growth
  • Respond quickly to customer needs and market changes with agility and problem-solving skills

Daily Tasks may include coordination with banking partners, updating profiles, and ensuring compliance with internal processes.

Qualifications

Experience

  • 3+ years of experience in finance, banking, mortgage lending, or a related area
  • Proven experience working with New Zealand or Australian clients is preferred

Skills

  • Strong verbal and written communication
  • Ability to articulate complex financial information clearly
  • Proactive, detail-oriented, and able to manage multiple tasks
  • Proficient in CRM systems and common marketing/analytics tools

Education

  • Bachelor’s Degree in any field
Employer and Benefits
  • Competitive salary package
  • Permanent WFH arrangement
  • HMO coverage with a free dependent upon regularization
  • Salary advance program via banking partner
  • Annual leaves and other standard government benefits
  • Mentorship and exposure to global leaders
  • Inclusive and diverse work environment

Equal Opportunity Employer

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