Relationship Officer

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.

Description

We are seeking a 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 a 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,...