Relationship Officer (Bogotá)

Relationship Officer (Bogotá)

27 may
|
Importante grupo
|
Bogotá

27 may

Importante grupo

Bogotá

Who are we?
Empresa confidencial 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 ide

📌 Relationship Officer (Bogotá)
🏢 Importante grupo
📍 Bogotá

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