Relationship Officer
- Cape Town, Western Cape
- Permanent
- Full-time
- 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 newsRequirements:
- 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
- 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.