Relationship Manager

About The Role

The Relationship Manager is the main point of contact for clients who have opened an account with HSB Investasi. This role is ideal for a fresh graduate or early-career professional with excellent communication skills and a strong interest in sales and financial markets. You'll build long-term relationships with retail and high-net-worth clients, keep them engaged with market updates and trading ideas, and make sure they stay supported, satisfied, and actively trading. Prior financial market knowledge is not required; full training will be provided.

Responsibilities

• Serve as the main point of contact for clients who have opened an account.

• Build and maintain long-term relationships with clients (retail and high-net-worth individuals).

• Follow up proactively to ensure clients are satisfied and remain active in trading.

• Provide market updates and trading ideas to encourage client trading activity.

• Educate clients on market opportunities, new features, and trading tools to increase their engagement.

• Deliver optimal client support, including assistance with platform usage, deposits/withdrawals, promotions, and other needs.

• Reactivate dormant accounts and retain clients who begin to show signs of inactivity.

• Update client status, notes, and daily activities in the CRM system.

• Coordinate with the sales team by providing warm leads/referrals from satisfied clients.

Requirements

• Bachelor's degree (S1) in any major.

• Excellent communication and interpersonal skills.

• Strong interest in sales and financial markets.

• Target-oriented, disciplined, and strongly motivated to achieve high earnings.

• Experience in telesales, customer service, or other direct sales positions.

• Basic understanding of financial markets (training will be provided).

All personal data submitted will be used solely for recruitment purposes and stored securely in our database. Your information will not be shared with third parties without your consent.