Relationship Officer

CFI Financial Group; Wes-Kaap; On-site; ZAR 200,000 - 300,000; Full time

Job summary

An established industry player is seeking a Relationship Officer to join their dynamic team in the online trading sector. This role involves building and maintaining professional relationships with clients, identifying their financial needs, and achieving sales targets through effective strategies. You will have the opportunity to work in a fast-growing, multinational environment, collaborating with industry professionals and gaining valuable experience. If you're passionate about finance and eager to make an impact in the trading industry, this position offers unlimited opportunities for growth and development.

Benefits

Competitive salaries

Benefits

Growth opportunities

Collaborative environment

Qualifications

• Bachelor's degree in a relevant field is essential.
• Good communication and relationship management skills are crucial.

Responsibilities

• Develop relationships with clients to build a business portfolio.
• Achieve sales quotas by implementing effective strategies.

Skills

Communication Skills

Relationship Management

Sales Techniques

Data Analysis

Education

Bachelor's degree in Business

Bachelor's degree in Economics

Bachelor's degree in Financial Engineering

Tools

Microsoft Word

Microsoft Excel

Job description

Who are we?

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 who is responsible for building a business portfolio by developing relationships with existing or potential clients.

Key Responsibilities:

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

Requirements:

1. Bachelor's degree in Business, Economics, Financial Engineering, or any other related field.
2. Limited previous experience is a plus.
3. Good knowledge of Microsoft Word & Excel.
4. Good written and verbal English communication skills.

Preferred Qualifications:

1. Background in finance, economics, or related fields.
2. Familiarity with financial products and trading platforms.
3. Experience working with cross-functional teams, including marketing and product teams.

Why join CFI?

1. We’re a fast-growing, multinational company.
2. Competitive salaries and benefits.
3. Work and learn with industry professionals.
4. Supportive and collaborative environment.
5. Unlimited opportunities for growth and development.