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.

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.

• 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, 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.

• 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.

• We’re a fast‑growing, multinational company
• Competitive salaries and benefits
• Work and learn with industry professionals
• Supportive and collaborative environment
  
  Unlimited opportunities for growth and development