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.