Relationship Officer

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CFI Financial Group is an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Kuwait, Port Louis, and others.

Check out more about CFI here.

CFI is hiring! Make your mark in the online trading industry.

Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you!

Description

We are seeking a Relationship Officer is responsible to build a business portfolio by developing relationship with existing or potential clients.

Key Responsibilities

• Maintain professional relationship with existing clients by offering high-quality services
• Identify potential clients financial need and seek to develop new relationships
• Generate leads and build relationships by organizing daily work schedule to call on existing and potential customers
• Introduce to existing or potential clients the products & services that match with their need and identify opportunities to upsell or cross-sell
• Achieve weekly, monthly, and annual sales quotas by successfully implementing sales and marketing strategies and tactics
• Develop and implement territory action plan using comprehensive data analysis, and adjust sales techniques according to interactions and results in the field
• Ensure a continuous follow-up on market trends and financial news

Requirements

Preferred Qualifications

Benefits

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

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