Relationship Officer (Bogotá)

Relationship Officer (Bogotá)

06 ago
|
CFI Financial Group
|
Bogotá

06 ago

CFI Financial Group

Bogotá

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 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 ideas clearly.

Strong problem-solving skills and the ability to think critically to resolve customer issues.

Professional and empathetic demeanour when dealing with customer complaints or challenging situations.

Fluency in English language. 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

📌 Relationship Officer (Bogotá)
🏢 CFI Financial Group
📍 Bogotá

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