Relationship Officer

CFI Financial Group; Bogotá; Presencial; COP 30.000.000 - 50.000.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fast-growing multinational

Competitive salaries

Learn from industry pros

Supportive environment

Growth opportunities

Descripción de la vacante

CFI Financial Group is seeking a Sales Specialist to provide exceptional support to clients, resolve inquiries, and ensure a positive customer experience. The role includes onboarding clients, coordinating with Documents/KYCs, and preparing concise reports for executive presentations.

Ideal candidates hold a Bachelor’s degree in business, possess strong communication and problem-solving skills, and are fluent in English.

Formación

• Bachelor’s degree in business or related field.
• Excellent written and verbal communication skills.
• Strong problem-solving abilities and critical thinking.
• Professional and empathetic demeanour when dealing with customers.
• Fluency in English required.

Responsabilidades

• Filling KYCs, following up with clients and coordinating with Backoffice and compliance.
• Responding to client requests in a timely manner.
• Keeping-up with formats’ updates.
• Minimizing in-process/draft leads by following up and completing documents.
• Possessing in-depth product knowledge and conducting demos, handling objections.

Conocimientos

Excellent communication

Fluent English

Problem solving

Empathetic demeanor

Educación

Bachelor’s degree in business or related field

Descripción del empleo

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 motivated RO to join our sales Team. As a Sales Specialist you will be responsible for providing exceptional support to our clients, resolving their inquiries, and ensuring a positive customer experience.

Main tasks and responsibilities

• Filling KYCs, following up with clients in case of any missing document, dealing with Backoffice and compliance
• Responding to client’s requests in timely manner
• Keeping-up with formats’ updates
• Minimizing the number of in process / draft leads by following up and completing the documents
• Possess in-depth product knowledge and be able to conduct demos and handle objections
• Prepare concise and accurate reports, proposals, booking packages, and other required documentation for executive-level presentations
• Support the onboarding clients, and coordinating with other departments (Documents, KYCs)
• Confirmation Calls, following up with the unfunded accounts.
• Educate and inform clients about the company’s products, services, and special offers.
• Work with internal departments to ensure the company meets clients’ expectations.
• Identify and report any patterns or trends in customer inquiries to help improve products and services.
• Adhere to company policies, procedures, and regulatory guidelines at all times.

Education and Experience

• Bachelor’s degree in business or related field.
• Excellent communication skills, both written and verbal, with the ability to explain complex ideas clearly.
• Strong problem-solving skills and the ability to think critically to resolve customer issues.
• Professional and empathetic demeanour when dealing with customer complaints or challenging situations.
• Fluency in English language.

Benefits

• We’re a fast-growing, multinational company
• Competitive salaries and benefits
• Work and learn with industry professions
• Supportive and collaborative environment
• Unlimited opportunities for growth and development