Relationship Officer

Key Responsibilities: Maintain professional relationships with existing clients by offering high-quality services Identify potential clients' financial needs and seek to develop new relationships Generate leads and build relationships by organizing a 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 a 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's degree in Business, Economics, Financial Engineering or any other related field Limited previous experience is a plus Good knowledge of 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 professionals · Supportive and collaborative environment · Unlimited opportunities for growth and development