Many Filipinos do not have easy or affordable access to basic financial services like bank accounts, remittance services and investment products.
Blockchain technology is solving many of these problems through cryptocurrencies and digital assets. By providing an exchange platform for cryptocurrencies and digital assets, PDAX aims to make financial products and services cheaper and more accessible to the ordinary Filipino.
PDAX operates an open marketplace for digital assets, i.e. PDAX.ph and retail distribution app for securities, e.g. Bonds.PH.
PDAX is a financial institution regulated by the Bangko Sentral ng Pilipinas (BSP), and is Series A venture backed by the global leaders in crypto and blockchain technology, and by SEA-focused venture capital firms.
A Relationship Manager plays a key role in prospecting, building, and fostering good client relationships with our Partner-tier clients. Taking a proactive approach to client contact and working alongside internal teams, he/she helps in driving revenue by stimulating growth and activities of top-tier clients, promotes new products/features/services, handles day-to-day client concerns and requests, and monitors client behaviors and market trends. The Relationship Manager prides himself/herself in being the trusted partner of our clients for the accounts at PDAX.
Build, support, and maintain strong relationships with new and existing Partner-tier clients
Process the following functions in a timely manner and ensure all documentation received is current, accurate, and complete:
Client Due Diligence
Perform periodic review on clients’ profiles and refresh documentation as necessary
Carry out KYC procedures
Responsible for ensuring a quick, seamless, and highest level of customer service for our clients in relation to all PDAX-related concerns
Advise clients on the full range of products and services that they can avail of while developing high-impact strategies related to customer retention and growth potential
Provide updates, statues, and alerts to clients as necessary
Works with the Customer Relationship Management (CRM) Team and other internal functions to deliver departmental and company goals.
Analyze data and trends (both market and client activity) and escalate suspicious transactions in compliance with anti-money laundering and other local relevant regulations
Continuously innovate by automating available data and streamlining existing processes to ensure we are as efficient and effective as possible.
Identify possible opportunities to strengthen and improve engagement with clients through existing CRM tools.
Any other function that may be assigned by the Head of Customer Relationship Management
Bachelor’s Degree in any field
Minimum 3 years of experience in CRM/customer service, while experience in sales and in using Salesforce is an advantage
Effective communicator (both written and verbal), client-focused, and have an understanding of cryptocurrency foundations and trading principles
Trained in building relationships and dealing with luxury clients
Able to excellently manage time to multitask, prioritize, and work well under pressure, especially to anticipate contingencies concerning nature of work
Ability to adapt and thrive in a fast-changing and highly-regulated environment
Self-motivated, detail oriented, and proactive fast learner
Be an excellent team player with strong analytical, communication, and organizational skills
Willing to work outside of regular office hours and on weekends as needed