Relationship Manager

وصف الوظيفة

Role Description: The Relationship Manager is responsible for developing and maintaining strong client relationships while promoting UFICO Investment’s financial brokerage and online trading services. The role focuses on acquiring new clients, understanding their investment needs, and introducing them to UFICO’s range of financial products, including FOREX, Commodities, Metals, CFDs, and Energy. The Relationship Manager serves as a key point of contact for clients, providing professional support throughout the client journey and ensuring a high standard of service. The role also contributes to the achievement of the company’s sales and business growth objectives while maintaining the highest standards of ethical conduct, transparency, customer service, and regulatory compliance.

المهام والمسؤوليات

• Acquire new clients and promote UFICO Investment's financial brokerage and Forex trading services.
• Build, develop, and maintain strong and long-term relationships with individual clients.
• Understand clients' needs and provide appropriate information regarding UFICO's products and services.
• Educate and guide clients on the use of trading platforms, including MT4 and MT5, and provide general information about available financial products.
• Assist clients throughout the account opening process, including account registration, verification requirements, deposits, and withdrawals.
• Follow up with prospective and existing clients to enhance client engagement and retention.
• Achieve and exceed assigned sales targets and Key Performance Indicators (KPIs).
• Maintain accurate records of client interactions and sales activities through the company's approved systems.
• Ensure that all client communications and activities are conducted in accordance with company policies, procedures, and applicable regulatory requirements.
• Implement company policies and promptly report any actual or potential violations, concerns, or suspicious activities to the Compliance Officer and the Notification Officer.
• Work collaboratively with internal departments, including Operations, Customer Care, Compliance, and other relevant teams, to ensure a smooth client experience.

المتطلبات

• Bachelor's degree in Business Administration, Finance, Marketing, Economics, or a related field.
• 1–3 years of experience in sales, business development, client relationship management, or a similar role.
• Previous experience in Forex, financial brokerage, investment services, or financial markets is preferred.
• Excellent communication, interpersonal, negotiation, and deal-closing skills.
• Strong sales orientation with the ability to achieve challenging targets.
• Ability to build and maintain professional relationships with clients.
• Fluency in Arabic and English, both written and spoken.
• Knowledge of financial markets and trading platforms, particularly MT4 and MT5, is considered an advantage.
• Strong problem-solving skills and the ability to work effectively in a target-driven environment.
• High level of professionalism, integrity, and commitment to regulatory compliance.

تعليمات التقديم

التعليقات

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