Relationship Officer

CFI Financial Group; Wes-Kaap; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A fast-growing trading provider in South Africa is seeking a Relationship Officer to develop and maintain client relationships in the online trading industry. The ideal candidate has a bachelor's degree in a relevant field and good communication skills. Responsibilities include identifying client needs, generating leads, and achieving sales targets. Competitive salaries and a supportive work environment offered.

Benefits

Competitive salaries and benefits

Supportive and collaborative environment

Unlimited opportunities for growth and development

Qualifications

• Good knowledge in Microsoft Word & Excel.
• Good written and verbal English communication skills.

Responsibilities

• Maintain professional relationships with existing clients.
• Identify potential clients' financial needs to develop new relationships.
• Generate leads and build relationships by organizing daily work schedule.
• Introduce products & services to clients and identify upsell opportunities.
• Achieve sales quotas by implementing strategies.
• Develop and implement territory action plan using data analysis.

Skills

Good written and verbal English communication skills

Knowledge in Microsoft Word & Excel

Education

Bachelor degree in Business, Economics, Financial Engineering or related field

Job description

Overview

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.

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

• Bachelor degree in Business, Economics, Financial Engineering or any other related field
• Limited previous experience is a plus
• Good knowledge in Microsoft Word & Excel
• Good written and verbal English communication skills

Preferred Qualifications

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

Why join CFI?

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