Relationship Officer at CFI Financial Group

Dbayeh, Mount Lebanon Governorate, Lebanon -

Full Time

Start Date

Immediate

Expiry Date

18 Jan, 26

Salary

0.0

Posted On

20 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Client Engagement, Sales Strategies, Data Analysis, Financial Knowledge, Communication Skills, Lead Generation, Cross-Selling, Upselling, Market Trends, Financial News, Microsoft Word, Microsoft Excel

Industry

Financial Services

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 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: 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

Responsibilities

The Relationship Officer is responsible for building a business portfolio by developing relationships with existing or potential clients. This includes maintaining professional relationships, generating leads, and achieving sales quotas through effective strategies.