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customer success manager (client services & onboarding)

analyst kyc onboarding personal banking emiratized role

First Abu Dhabi Bank (FAB)

<div>
 
 Company Description
 
 
 
 Join the UAE&rsquo;s largest bank and one of the world&rsquo;s largest and safest financial institutions. Our focus is to create value for our employees, customers, shareholders and communities to grow through differentiation, agility and innovation. We are looking for top talent and your success is our success. Accelerate your growth as you help us reach our goals and advance your career. Be ready to make your mark a top company, in an exciting &amp; dynamic industry.
 
 
 
 Job Description
 
 
 
 
 JOB PURPOSE:
 
 
 
 Perform duties as required in the relevant bank policies and KYC department SOPs covering KYC review process.
 
 
 The candidate will perform independent reviews and approve KYC files at the time of client on-boarding, Trigger base &amp; KYC periodic reviews.
 
 
 The candidate will ensure that the KYC files are complete in terms of required KYC information / documentation in accordance with bank&rsquo;s policies / procedures and local regulatory expectations of the UAE Central Bank, insuring AML / CTF / Sanctions risks associated with the clients are appropriately identified, assessed and mitigated before a decision is taken to on board or retain bank clients and the Group CDD standards are adhered and enforced.
 
 
 Review/Assess/approve all cases where applicable.
 
 
 
 KEY ACCOUNTABILITIES:
 
 
 KEY ACCOUNTABILITIES:
 
 
 
 Handle the day to day KYC maker activity of reviewing KYC files and performing all required checks and controls to ensure completeness and readiness of the file for final review and approval
 
 
 <ul>
 <li>
 Conduct end to end KYC Due Diligence, for New to bank onboarding, trigger events or periodic reviews
 </li>
 <li>
 Verify account opening forms have been completed adequately and have been verified
 </li>
 <li>
 Conduct &amp; review name screening, due diligence and adverse media matches where applicable
 </li>
 <li>
 Review AML and Sanctions Questionnaires, if applicable
 </li>
 <li>
 Conduct &amp; review the appropriateness and completion of the Customer Risk Assessment where applicable
 </li>
 <li>
 Ensure appropriate checks and controls within the team to ensure files are processed correctly
 </li>
 <li>
 Manage the book of work to ensure all High Risk Entity files are completed timely
 </li>
 <li>
 Escalation of Name screening hits to appropriate advisory teams within compliance and Fraud
 </li>
 <li>
 Ensure compliance with UAE Central Bank regulations and FAB bank policies/ procedures related to CDD, AML/CTF, PEP &amp; Sanctions
 </li>
 <li>
 Ensure CDD information/documentation is complete in line with bank policies / procedures &amp; local regulatory requirements
 </li>
 <li>
 Follow GCDD, departmental SOPs &amp; relevant checklist &amp; process notes
 </li>
 <li>
 Ensure adherence to all internal policies / procedures and external regulatory requirements at all times
 </li>
 <li>
 On need basis support AVP, VP KYC &amp; onboarding to discuss process related issues/challenges and take necessary action where applicable
 </li>
 <li>
 Support the unit in appropriate need base trainings to Offshore team and business segments where appropriate
 </li>
 <li>
 Prioritization &ndash; maintain the discipline in partnership with the local business. Communicate consistency to internal and external stakeholders to ensure that the KYC cases are accepted through the approved channels and expectations are managed appropriately
 </li>
 <li>
 Follow defined RCSA and identify KRIs (wherever applicable)
 </li>
 <li>
 Perform independent analysis, review and approve cases where applicable
 </li>
 <li>
 Perform independent end to end review/analysis and approval for all GPB cases onboarding, TB and PR
 
 
 </li>
 </ul>
 
 Relationship Management
 
 
 
 <ul>
 <li>
 Develop and manage positive working relationships with all stakeholders across business lines and supporting functions
 </li>
 <li>
 Support line manager, and other teams within Risk &amp; Controls through providing timely assistance and solutions, on need basis.
 </li>
 <li>
 Resolve conflicts and provide effective solutions to the stakeholders.
 </li>
 <li>
 Efficient coordination with key stakeholders to get the job done in timely manner.
 
 
 </li>
 </ul>
 
 MI Reporting
 
 
 
 <ul>
 <li>
 Ensure all departmental trackers are timely maintained.
 </li>
 <li>
 Preparation of KYC reviews/process related presentations and dashboards on ad-hoc basis.
 </li>
 <li>
 Interact with stakeholders and help the KYC teams achieve KPI&rsquo;s.
 
 
 </li>
 </ul>
 
 Generic
 
 
 
 <ul>
 <li>
 Manage ADHOC &amp; administrative activities as deemed appropriate and assigned by line managers.
 </li>
 <li>
 Develop and manage positive working relationships with all stakeholders across business lines and supporting functions including HO KYC, Business (RMs),
 </li>
 <li>
 Support line manager, and other teams within Risk &amp; Controls through providing timely assistance and solutions, on need basis.
 </li>
 <li>
 Resolve conflicts and provide effective solutions to the stakeholders.
 </li>
 <li>
 Efficient coordination with key stakeholders to get the job done in timely manner
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Minimum Qualification
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree or higher in Management, Banking, Finance, preferably with certification in Compliance, KYC/AML/CFT, Financial Crime or Risk Management
 
 
 </li>
 </ul>
 
 Minimum Experience
 
 
 
 <ul>
 <li>
 Minimum of 1-2 years of experience in a reputed Bank
 </li>
 <li>
 At least 1 year technical experience across various aspects of Regulatory and Financial Crime Compliance (e.g. local and international requirements, FATCA, CRS, GDPR, AML, KYC, etc.)
 </li>
 <li>
 Internal Audit experience and Compliance Assurance background would be considered an asset.
 </li>
 <li>
 Pro-active and business oriented with proven ability to prioritize, manage conflicting demands and ability to assess.
 </li>
 </ul>
</div>

Analyst - KYC & Onboarding - Personal Banking (Emiratized role)

Customer Service Representative - Emiratized Role Join to apply for the Customer Service Representative - Emiratized Role role at First Abu Dhabi Bank (FAB) Customer Service Representative - Emiratized Role Join to apply for the Customer Service Representative - Emiratized Role role at First Abu Dhabi Bank (FAB)Company Description Looking to join the bank in the UAE and one of the most prestigious in the region? We're looking for professionals who are driven, skilled, and ready to take on new challenges. Together, we can achieve our goals, making a lasting impact on both our company and the industry as a whole.Company Description Looking to join the bank in the UAE and one of the most prestigious in the region? We're looking for professionals who are driven, skilled, and ready to take on new challenges. Together, we can achieve our goals, making a lasting impact on both our company and the industry as a whole. Join us and leave your mark on the industry. Let's work together to achieve great things and unlock new possibilities for our employees, customers, and communities Job Description To serve customers by providing product, service information; resolving product and service issues by maintaining immaculate quality standards. To ensure financial and reputational integrity of the organization and providing end to end solutions for better customer service experience. Possessing a strong team spirit, motivation and friendly environment with all customer and Colleagues Specific Job Accountability Provide excellent customer service by attending to incoming calls within the quality guidelines Handling and resolving customer complaints to customer satisfaction within the defined authority limits and to escalate as per process Recommend potential products or services to management by collecting customer information and analyzing customer needs Ensure quality of inbound / outbound calls by achieving set targets in terms of service standards and customer satisfaction scores Contribute to the business by generating new prospects/Leads and upselling for all types of FAB products Maintains customer records by updating customer history through service requests/complaints and Notes Maintain confidentiality of the bank's customers and data Ensure the business meets its obligations under the Bank's Policies and Standards and under local laws/regulations Attend to special tasks assigned by team leader and Managers Demonstrate flexibility in adhering to your planned/scheduled shifts and on call/ unplanned shifts due to the floor situation for achieving all defined Service Level and Abandoned rates Ensure self-punctuality, adherence of policies & procedures and discipline to the Centre Functions within the framework and boundaries of Group policies as well as overall organizational and governance frameworks Authorised to take decisions as per the approved authorization matrix Qualifications Minimum Qualifications: High School Minimum Experience 0 - 2 years relevant experience in banking sector Knowledge, Skills, And Attributes Customer Service, Product Knowledge, Quality Focus, Problem Solving, Documentation Skills, Listening, Phone Skills Excellent communication skill in English & Arabic Seniority level <ul><li> Seniority level Not Applicable</li></ul> Employment type <ul><li> Employment type Full-time</li></ul> Job function <ul><li> Job function Other</li><li> Industries Banking</li></ul>Referrals increase your chances of interviewing at First Abu Dhabi Bank (FAB) by 2x Sign in to set job alerts for "Customer Service Representative" roles. 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Experts add insights directly into each article, started with the help of AI.

Customer Service Representative - Emiratized Role

Abu Dhabi Commercial Bank

<div>
 
 Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.
 
 
 
 
 
 About the business area, Group Compliance &amp; Governance:
 
 
 
 Compliance is an independent function at ADCB which takes an active approach to risk management and monitoring, ensuring the Bank complies with applicable laws, regulations, rules and market standards. The Group creates, implements and monitors policies and procedures designed to prevent or detect financial crime and any compliance breaches of the Bank, its employees and clients. It also monitors and measures the impact of conduct risk and compliance on the Bank&rsquo;s risk appetite and profile.
 
 
 
 
 
 
 In this role, your key responsibilities include
 
 :
 
 <ul>
 <li>
 Support the development and maintenance of FCC risk governance frameworks, including risk appetite statements and related governance activities.
 </li>
 <li>
 Conduct risk assessments for products and services, identify gaps, and recommend enhancements to mitigate financial crime risks.
 </li>
 <li>
 Draft initial versions of FCC policies and procedures in alignment with regulatory requirements and industry best practices.
 </li>
 <li>
 Interpret FCC-related legislation and regulatory developments, assessing their impact on internal frameworks.
 </li>
 <li>
 Manage correspondent banking risk activities, including KYC reviews, and coordinate Compliance-to-Compliance engagements.
 </li>
 <li>
 Prepare high-quality reports and presentations for the Central Bank, other regulatory authorities, and internal committees using advanced visualization tools.
 </li>
 <li>
 Utilize and maintain the in-house enterprise risk system for risk assessment reporting.
 </li>
 <li>
 Coordinate across Compliance, other second-line functions, and business teams; negotiate timelines and ensure timely deliverables.
 </li>
 <li>
 Adhere to all relevant organizational and departmental policies and procedures to maintain consistency and compliance.
 </li>
 <li>
 Manage personal performance in line with the Bank&rsquo;s people management policies and practices to maximize contribution to business objectives.
 </li>
 <li>
 Demonstrate
 
 Our Promise
 
 and apply ADCB Service Standards in all internal and external interactions.
 </li>
 </ul>
 
 
 
 
 
 The ideal candidate should have the following experience
 
 
 <ul>
 <li>
 At least 4 years of experience in Banking in Compliance, Risk Governance, or Financial Crime Compliance (FCC)
 </li>
 <li>
 Bachelor&rsquo;s Degree in Finance, Finance, Law, Business, or related field
 </li>
 <li>
 Microsoft Office (Word, Excel and PowerPoint)
 </li>
 <li>
 Exposure to AML risk assessments and policy drafting
 </li>
 <li>
 Knowledge of FCC legislation and regulatory requirements
 </li>
 <li>
 Experience in correspondent banking risk management and KYC processes
 </li>
 <li>
 Strong PowerPoint and visualization skills for governance reporting
 </li>
 <li>
 Familiarity with enterprise risk systems and compliance IT tools
 </li>
 <li>
 Excellent communication and stakeholder management skills
 </li>
 <li>
 Detail-oriented with strong analytical and organizational capabilities
 </li>
 </ul>
 
 
 
 
 
 What we offer:
 
 
 <ul>
 <li>
 Competitive Salary &amp; Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
 </li>
 <li>
 Comprehensive Benefits Package: This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
 </li>
 <li>
 Flexible and Remote Working Options: We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
 </li>
 <li>
 Learning and Development Opportunities: We value and facilitate continuous learning and personal development through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-learning catalog, on-the-job training, and professional development programs.
 </li>
 </ul>
 
 
 
 
 At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.
 
 
 
</div>

Senior Analyst - FCC Strategy Team

United Arab Bank

<div>
 
 
 Job Purpose
 
 :
 
 
 
 
 
 The Sales and Service Officer plays a key role in driving UAB&rsquo;s Retail Banking growth by acquiring new customers, cross-selling products, meeting targets for Credit Cards, Loans, Top-ups, Islamic Finances and onboarding new customers. The role ensures excellent customer service and contributes to a positive customer experience by addressing inquiries and resolving issues promptly, while promoting the bank&rsquo;s products and services as appropriate, and maintaining compliance with CPR regulations ensuring the overall success of branch banking services.
 
 
 
 
 
 
 Principal Accountabilities
 
 :
 
 
 
 
 
 
 Customer Service
 
 :
 
 
 Deliver high-quality, courteous, and efficient service to customers, ensuring a positive banking experience. Act as the first point of contact, providing a professional and welcoming environment. Address customer inquiries, resolve issues promptly and escalate complex concerns to appropriate channels as needed, while promoting the bank&rsquo;s products and services. Treat customers fairly and ensure to adherence to CPR regulation and specially handling people of determination and customer complaints.
 
 
 
 
 
 
 Account Maintenance
 
 :
 
 
 Provide full account services including assisting with account opening, closure, KYC updates, loan/financing settlements, credit card cancellations and handling ATM related inquiries and requests to ensure all documentation is accurate and complete while delivering exceptional service across all banking products and services.
 
 
 
 
 
 
 Product Knowledge
 
 :
 
 
 Maintain comprehensive up to date knowledge of the bank&rsquo;s full range of products and services, including loans/financings, credit cards, deposits, insurance, digital banking and Islamic banking solutions. Understand product features, benefits, terms, and eligibility criteria to effectively address customer inquiries and provide personalized recommendations. Stay informed about new product launches, policy updates and market trends to proactively meet customer needs and contribute to achieving branch targets. Collaborate with colleagues to share insights and ensure consistent messaging about the bank&rsquo;s offerings.
 
 
 
 
 
 
 Customer Retention
 
 :
 
 
 Build and maintain strong relationships with customers by delivering exceptional service and addressing their needs effectively and act as a trusted advisor offering guidance on financial decisions and ensuring customers feel valued and supported, contributing to higher retention rates. Proactively follow up on customer feedback, resolve issues promptly to enhance their overall experience and loyalty. Educate customers about value added services and alternative channels, such as mobile banking and self-service options to improve customer satisfaction.
 
 
 
 
 
 
 Complaint Resolution
 
 :
 
 
 Handle customer complaints professionally and efficiently by actively listening, understanding their concerns and providing timely solutions. Ensure all complaints are resolved in line with bank policies and escalate complex issues to the appropriate department when necessary. Maintain clear communication with customers throughout the resolution process to ensure their satisfaction and reinforce trust.
 
 
 
 
 
 
 Compliance and Risk Management
 
 :
 
 
 Ensure strict compliance with bank policies, procedures, and regulatory requirements, including all Central Bank regulations, to protect customer information and assets. Identify and report suspicious transactions or potential fraud in line with the bank&rsquo;s anti-money laundering (AML), know your customer (KYC), and risk management procedures. Adhere to all guidelines to ensure timely account or asset closures and meet the required turnaround time (TAT). Ensure compliance to CBUAE regulations at all times as applicable.
 
 
 Compliance and Adherence to Consumer Protection Regulation and Standards:
 
 <ul>
 <li>
 Ensure that CPR guidelines are being followed 100% at all times. Any breach identified is reported to Head of Consumer Protection immediately.
 </li>
 <li>
 Ensure all trainings related to CPR are completed. This also includes Islamic banking and Sharia training.
 </li>
 <li>
 Ensure adherence to the guideline for people of determination and vulnerable people.
 </li>
 <li>
 Ensure customer complaints are logged and resolved on timely basis.
 </li>
 </ul>
 
 
 
 
 
 Record Keeping and Documentation
 
 :
 
 
 Maintain accurate records of transactions and ensure proper documentation of all activities. Follow internal procedures for filing and reporting as per the bank&rsquo;s standards for audits and compliance.
 
 
 
 
 
 
 Cross-Selling and Recommendation
 
 :
 
 
 Identify customer needs and recommend the bank&rsquo;s products and services that may enhance the customer&rsquo;s banking experience. Refer customers to branch manager or specialized departments when appropriate.
 
 
 
 
 
 
 Team Collaboration
 
 :
 
 
 Work collaboratively with branch staff to support overall branch operations and customer satisfaction. Communicate effectively with team members, sharing insights and information to improve processes and address any customer issues collectively. Foster a positive work environment by supporting colleagues and contributing to a team-focused culture.
 
 
 
 
 
 
 Continuous Improvement
 
 :
 
 
 Actively participate in training and development programs to enhance knowledge of bank products, policies, and customer service standards. Provide feedback to improve processes and customer service delivery with an emphasis on compliance, risk management, and customer protection.
 
 
 
 
 
 
 Technology Proficiency:
 
 
 
 Efficiently use the bank&rsquo;s digital platform efficiently to process transactions and manage customer queries, ensuring high productivity and service efficiency. Actively promote alternative channels such as the digital lobby, mobile banking and internet banking to enhance the customer experience and encourage customers to adopt convenient banking solutions.
 
 
 
 
 
 
 Job Requirement (Qualification/Experience)
 
 :
 
 
 
 
 <ul>
 <li>
 A Bachelor&rsquo;s Degree in Business Administration, Finance, Accounting or related field.
 </li>
 <li>
 Additional certifications in banking or customer service.
 </li>
 <li>
 Minimum 2- 3 years of experience in a retail banking or branch banking environment.
 </li>
 <li>
 Proven track record in customer service and sales roles.
 </li>
 <li>
 Strong interpersonal and communication skills.
 </li>
 </ul>
 
 
</div>

Sales & Service Officer, Branch Banking - Abu Dhabi, Retail Banking

Arkan Financing

We are looking to hire an experienced Sales Executive to help drive sales of Personal Finance (DIB)You should have strong knowledge and passion for sales, and excellent communication skills.Key Responsibilities:<ul><li>Sales &amp; Acquisition: Source new clients, promote financial product (loans), and meet monthly/annual sales goals.</li><li>Customer Relationship Management: Build and maintain strong, long-term relationships with new and existing clients, understanding their financial needs.</li><li>Product Expertise: Provide detailed information, advice, and solutions based on customer financial goals.</li><li>Cross-Selling: Identify opportunities to offer additional products and services to existing customers to maximize revenue.</li><li>Service &amp; Support: Address customer inquiries, resolve complaints professionally, and ensure a positive banking experience.</li><li>Compliance: Adhere strictly to banking regulations, KYC (Know Your Customer) procedures, and internal policies.</li><li>Reporting: Prepare and maintain accurate daily sales reports, customer pipelines, and market feedback.</li></ul>Key Skills &amp; Qualifications:<ul><li>Sales Skills: Proven ability to sell, negotiate, and achieve targets.</li><li>Interpersonal Skills: Excellent communication, rapport-building, and customer service abilities.</li><li>Product Knowledge: In-depth understanding of retail banking products and market trends.</li><li>Professionalism: A positive, presentable demeanor and strong work ethic.</li><li>Education: bachelor's degree preferred.</li></ul>Sales Executive Requirements:&middot; Proven work experience as a sales executive.&middot; Retail banking experience of at least 1 year preferred&middot; Knowledge of modern marketing techniques.&middot; High-level communication and networking skills.&middot; A passion for sales.&middot; Excellent interpersonal skills.&middot; Ability to work well under pressure.Perks:Immediate Hiring &amp; JoiningCompany sponsored Visa, insurance, annual ticketAttractive sales booster's , Commissions &amp; Foreign TripsPay starting from AED 3000 - 7000 per month based on experienceSalary and Commission on same month.Send your resume on below number or visit office for walk in interview on followingCity Bay Business Center, 4th Floor, Office 425, Near Abu Hail Metro Station, Opposite Canadian Hospital. Call &amp; Watsapp 0521635002Candidates who can join immediately and want quick visa process can bring the following documents...* Original Passport &amp; Copy* Original Education Certificate &amp; Copy* Visa Copy* Updated Resume Copy.* 2 white back ground passport size picture's.Job Types: Full-time, PermanentPay: AED3,000.00 - AED7,000.00 per monthEducation:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>sales: 1 year (Preferred)</li><li>Retail sales: 1 year (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Application Deadline: 31/12/2025 Expected Start Date: 23/12/2025

Sales Executive - Personal Finance (WALK IN INTERVIEW)

TASC Outsourcing

<div>
 
 
 Key Responsibilities
 
 
 
 
 Client Acquisition &amp; Relationship Management
 
 
 <ul>
 <li>
 Acquire new customers through direct sales, referrals, and market outreach.
 </li>
 <li>
 Manage and grow relationships with assigned customers by understanding their financial needs.
 </li>
 <li>
 Maintain long-term relationships to ensure customer retention and satisfaction.
 </li>
 </ul>
 
 
 Sales &amp; Business Development
 
 
 <ul>
 <li>
 Promote banking products including savings and current accounts, loans, credit cards, and investment products.
 </li>
 <li>
 Achieve individual and team sales targets as per bank guidelines.
 </li>
 <li>
 Cross-sell and up-sell banking products based on customer profiles.
 </li>
 </ul>
 
 
 Customer Service
 
 
 <ul>
 <li>
 Act as a single point of contact for clients regarding banking queries and service requests.
 </li>
 <li>
 Ensure timely resolution of customer issues and complaints.
 </li>
 <li>
 Provide accurate information on banking products, policies, and procedures.
 </li>
 </ul>
 
 
 Documentation &amp; Compliance
 
 
 <ul>
 <li>
 Ensure KYC, AML, and compliance documentation is completed accurately.
 </li>
 <li>
 Follow UAE Central Bank regulations and internal bank policies.
 </li>
 <li>
 Maintain proper records and update customer information in banking systems.
 </li>
 </ul>
 
 
 Reporting &amp; Coordination
 
 
 <ul>
 <li>
 Prepare daily/weekly sales reports and pipeline updates.
 </li>
 <li>
 Coordinate with internal departments such as credit, operations, and customer service to ensure smooth processing.
 </li>
 <li>
 Participate in marketing campaigns and customer engagement activities.
 </li>
 </ul>
 
 
 Qualifications &amp; Skills
 
 
 
 
 Education
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Finance, Banking, or a related field.
 </li>
 </ul>
 
 
 Experience
 
 
 <ul>
 <li>
 1&ndash;5 years of experience in banking sales, relationship management, or financial services.
 </li>
 <li>
 UAE banking experience is preferred.
 </li>
 </ul>
 
 
 Skills
 
 
 <ul>
 <li>
 Strong sales, negotiation, and relationship management skills.
 </li>
 <li>
 Excellent communication skills in English; Arabic is an advantage.
 </li>
 <li>
 Customer-focused mindset with the ability to meet targets.
 </li>
 <li>
 Knowledge of retail banking products and services.
 </li>
 <li>
 Proficiency in MS Office and CRM/banking systems.
 </li>
 </ul>
 
 
</div>

Relationship Officer – Banking

Wio Bank

<div>
 Wio Bank
 
 
 Wio Bank is a leading one-of-a-kind financial platform that is revolutionizing the banking industry in the MENA region. Our platform is here to reboot personal and business banking in the digital age. Our personalised features and seamlessly integrated services are built around your needs, helping you spend, save, and plan for your future.
 
 
 Role Overview
 
 
 We are seeking a proactive and results-driven Customer Success Officer to lead our efforts in acquiring and onboarding new high value business accounts. This role is dedicated to expanding our corporate client portfolio, driving market growth, and ensuring a seamless onboarding experience that establishes strong, long-term partnerships.
 
 
 As a Customer Success Officer, you will identify and pursue high-value opportunities, engage key decision-makers, deliver tailored solutions, and secure strategic relationships. You will also oversee the onboarding process, ensuring new clients experience exceptional value and a smooth transition from day one.
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 New Business Development &amp; Client Acquisition
 </li>
 <li>
 Proactively identify and target corporate clients through research, networking, referrals, and digital outreach.
 </li>
 <li>
 Initiate conversations with key stakeholders to understand their business needs and challenges.
 </li>
 <li>
 Deliver compelling presentations and proposals that demonstrate the value of our solutions.
 </li>
 <li>
 Negotiate and finalize agreements to bring new clients on board.
 </li>
 <li>
 Strategic Market Expansion
 </li>
 <li>
 Analyze market trends and identify sectors with high growth potential.
 </li>
 <li>
 Build and maintain a pipeline of qualified opportunities to meet acquisition targets.
 </li>
 <li>
 Collaborate with internal teams to develop strategies for penetrating new markets.
 </li>
 <li>
 Onboarding &amp; Implementation
 </li>
 <li>
 Lead the onboarding process for new clients, ensuring a smooth and efficient experience.
 </li>
 <li>
 Provide training, resources, and guidance to help clients quickly adopt our offerings.
 </li>
 <li>
 Coordinate with internal teams for successful implementation and handoff.
 </li>
 <li>
 Relationship Building &amp; Value Creation
 </li>
 <li>
 Establish trust and rapport with new clients to ensure satisfaction and open communication.
 </li>
 <li>
 Act as the primary point of contact during the initial engagement phase.
 </li>
 <li>
 Gather feedback and insights to continuously improve the onboarding experience.
 </li>
 <li>
 Growth Collaboration &amp; Reporting
 </li>
 <li>
 Work closely with Marketing and Growth teams to optimize lead generation and conversion strategies.
 </li>
 <li>
 Maintain accurate records of interactions and progress in the CRM system.
 </li>
 <li>
 Share regular updates on acquisition goals, onboarding metrics, and client health.
 
 
 </li>
 </ul>
 
 Qualifications And Requirements
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business, Marketing, Communications, or related field.
 </li>
 <li>
 2&ndash;4 years of experience in sales of banking products, business development or corporate client acquisition,.
 </li>
 <li>
 Strong communication, negotiation, and presentation skills.
 </li>
 <li>
 Proven track record of securing new business and building strategic relationships.
 </li>
 <li>
 Goal-oriented mindset with a focus on delivering measurable outcomes.
 </li>
 <li>
 Proficiency in CRM tools such as Salesforce, HubSpot, or similar.
 </li>
 <li>
 Self-motivated, energetic, and able to work independently and collaboratively.
 
 
 </li>
 </ul>
 Key Performance Indicators (KPIs)
 
 
 <ul>
 <li>
 Number of new corporate clients acquired
 </li>
 <li>
 Conversion rate of qualified opportunities
 </li>
 <li>
 Time to onboarding completion
 </li>
 <li>
 Client satisfaction during onboarding
 </li>
 <li>
 Revenue contribution from new partnerships
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 Competitive base salary plus performance-based incentives
 </li>
 <li>
 Career growth opportunities in business development and client success
 </li>
 <li>
 Continuous learning and professional development
 </li>
 <li>
 Collaborative and supportive work environment
 </li>
 <li>
 Health and wellness benefits
 </li>
 </ul>
</div>

Customer Success Officer

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