Senior Specialist Sales Advisory LiabilitiesNeoBiz -SME Liabilities Sales (UAEN)
Mashreq · United Arab Emirates ·
- Work mode
- Onsite
- Seniority
- Senior
- Category
- Sales
- Take end‑to‑end ownership of assigned customer‑initiated NEOBIZ and Business Checking Account (BCA) applications across workflow system.
- Ensure applications are approved and completed within the agreed TAT, maintaining high straight‑through‑processing (STP) rates.
- Actively engage customers to drive account funding post‑approval, contributing towards assigned financial and liabilities targets.
- Maximise the number of digitally initiated applications successfully approved, opened, and funded each month.
- Perform thorough pre‑screening of applications to ensure completeness of documentation and compliance with bank standards, minimising rework and downstream rejections.
- Follow up proactively with customers to resolve queries raised by Governance, Compliance, CCAM, or other stakeholders within defined timelines.
- Advise customers clearly on application requirements and queries to ensure final submissions meet risk, compliance, and onboarding standards.
- Ensure all customer interactions, application statuses, approvals, and funding updates are accurately reflected in CRM and fulfilment systems.
- Demonstrate high risk awareness, particularly with respect to AML, Sanctions, and operational risks, ensuring consistent adherence to onboarding controls.