Sales Support Officer (OUtsource)

Role : Sales Support Officer (Outsource)
Location : Dubai

Role Purpose:

The SME Sales Support Officer is responsible for checking Business Account Opening forms and ensure to monitor the accuracy of the documents submitted to be as per the bank policy & requirements.

Key Accountabilities of the role

• Reviewing and processing of Account opening Agreement:

• (ADIB Business Banking Application Form)

• Central bank blacklist checking.

• KYC form (know your customer).

• GCD Approval for high risk nationalities (if required).

• Trade License/ RB.Report (Introductory / ref. letter/ Chamber Of Commerce.

• Power of Attorney/ Legal Approval (if required).

• Memorandum & Articles Of Association (certified).

• Board Resolution to open account with ADIB.

• Delegation / Authorization for opening accounts.

• D Review and Validate customer documents (For Account Opening) and ensure that it is as per the SOP.

• Stay updated with the SOP and related communications with Ops and GCD, ensure to keep the unit heads updated with the same.

• Prepare daily / weekly / Monthly reports to his line manager.

• Keep records of all the received requests.

• Check all the AOF requests within the same day if received before the cut-off time (2 pm).

• Check all the AOF requests within 24 hrs. if received after the cut-off time (2 pm).

• Handle any task assigned by the unit heads.

• Follow up with OPS and GCD on the requests.

• Handle the RTS report received by Ops and negotiate the invalid returns.

• Keep records for the RTS by the checker to the staff and ensure to conduct refreshment sessions to reduce the RTS%.

• Send the RTS report prepared by the sales support officer to the unit heads on weekly basis.

• Work 6 days a week

Specialist Skills / Technical Knowledge Required for this role:

• Bachelor’s degree in finance, Business Administration, or related field.

• Excellent skills in queue and floor management.

• Strong problem-solving abilities.

• Excellent knowledge of business banking, trade products, and foreign exchange rates.

• Proficiency in AML measures, compliance policies, and regulations.

• Strong communication and interpersonal skills.

• Ability to collaborate with internal teams and adapt to changing needs.