Client Onboarding Services Analyst

Manama, Capital Citi

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Job Description

The Client Onboard Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

**Responsibilities**:

- Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
- Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
- Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
- Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
- Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
- Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
- Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
- Embarks on continuous on the job training for end to end product knowledge.
- Understands client requirements and implement them correctly.
- Understands new customer requirements and ensure adequate support to new customer requirements and initiatives.
- Monitors customer satisfaction and service level and drive process changes.
- Provides innovative solutions to clients.
- Ensures a strong and robust processing environment with effective controls.
- Establishes risk management practice.
- Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.

**Qualifications**:

- 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
- Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
- Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of multitasking and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
- Proficient in Microsoft Office Applications. Exposure to Client interaction
- Consistently demonstrates clear and concise written and verbal communication skills.
- Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).

**Education**:

- Bachelor’s/University degree or equivalent experience
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Team Lead Account Management - Bahrain

Manama, Capital talabat

Posted 1 day ago

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Job Description

Overview

talabat is part of the Delivery Hero Group, the world’s pioneering local delivery platform. Our mission is to deliver an amazing experience—fast, easy, and to your door. We operate in over 70+ countries worldwide. Headquartered in Berlin, Germany. Delivery Hero has been listed on the Frankfurt Stock Exchange since 2017 and is part of the MDAX stock market index.

Job Description

As an Account Management Team Lead , you will coach a team of account managers to build long-term successful relationships with their partners. Also, you will lead by example through managing your own portfolio of partners and growing their business and tabalat.

Responsibilities
  • Manage critical partners with a high degree of complexity.
  • Coach your team to handle end-to-end client relationships including pitching, negotiation, and building long-term profitable relationships.
  • Ensure daily, weekly, and month targets are on track and work with each team member to ensure high efficiency and effectiveness.
  • Ongoing training and development for your team.
  • Maintain granular reporting on team performance
  • Set clear expectations, provide guidance, and ensure the professional development of team members.
  • Develop and implement account management strategies to maximize partner success and revenue
  • Personally manage key restaurant partner accounts, ensuring growth, satisfaction, and the successful execution of account plans.
  • Build and maintain strong relationships with restaurant partners, understanding their needs and ensuring their expectations are met.
  • Collaborate with cross-functional teams to address partner concerns and optimize the overall partner experience.
  • Utilize data analytics to assess account performance, identify trends, and propose strategic recommendations.
  • Prepare regular reports on team and account performance for senior management.
  • Identify opportunities for process optimization and contribute to the development of best practices.
  • Drive pipeline and attainment against team’s goals.
Qualifications
  • Have a passion for sales
  • 5+ years of experience, ideally in sales, account management, or related experience.
  • You excel in a transactional deal cycle
  • High level of ownership and dedication.
  • You show creative sales tactics to engage with prospects.
  • Experience using CRM (Salesforce) and Google Apps.
Additional Information
  • Join Our Vibrant Team at Fakhro Tower - Where Work Meets Innovation and Fun!
  • Grow With Us: We're all about growth and recognition, both professionally and personally. Your journey of development starts here.
  • Diverse & Inclusive: With colleagues from across the globe, our diversity is our strength. Everyone’s welcome in our inclusive environment.
  • Make a Difference: Join the team behind the fastest-growing online food ordering network. Your work here really counts.
  • Fun & Community: Our company events, cultural outings, and sports activities aren’t just fun; they’re a way to bond with our amazing team.
  • Daily Perks: From fresh fruits and coffee in our lounges to wellness rooms, we’ve got perks that make every day better.
  • Health & Wellness: With sponsored healthcare and gym memberships, we care about your wellbeing.

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Sales Account Management (Corporate & SME) (Future Vacancy)

Manama, Capital VIVA Bahrain

Posted 23 days ago

Job Viewed

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Job Description

Business Unit

stc

Sector

Business

Location

Contract Type

Full Time

Closing Date

31-Dec-2024

General Information:

This is a speculative position for candidates who would like to work in Sales Account Management (Corporate & SME) roles for stc.

Please be informed that by submitting your details against this position, our Recruitment team may contact you if your application is suitable for our future roles.

Job Specifications:

The functional responsibilities related to the position will be provided or discussed with you during the shortlisting stage by our Recruitment team.

Qualification & Experience:
  • Bachelor degree in the relevant discipline
  • Relevant work experience within the same field or industry
  • Excellent command of the English language; Arabic will be an advantage
  • Excellent interpersonal & communication skills
About the Application Process

If you meet the criteria and you are enthusiastic about the role, we would welcome your application. To complete the application, you would need the following document(s):

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Director- Client Relationship CCB - Bahrain

Manama, Capital First Abu Dhabi Bank (FAB)

Posted 19 days ago

Job Viewed

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Job Description

Company Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Job Description

KEY ACCOUNTABILITIES:

Client Relationship Management & Business Development

  • Originate new business opportunities with target clients across all banking products
  • Articulate the value-add services/ products and distinguished qualities FAB has to offer existing and potential clients
  • Work closely with all stakeholders from Head Office and the International locations to generate business leads
  • Manage the daily interactions with clients and provide superior service to improve clients’ experience, grow assets and liabilities, and maximise FAB’s profitability
  • Identify & develop cross selling opportunities and increase the cross-sell ratio with key clients
  • Pitch, review, negotiate and conclude deals
  • Play an active role in raising liabilities for the bank.
  • Develop and execute Term Sheet, Information Memorandum, financial modelling, & mandate letter
  • Achieve individual and team financial performance targets
  • Examine & resolve credit, market, and operational risk aspects of the transactions in collaboration with products and enablement Teams
  • Motivate, Develop and Coach team members
  • Maintain the credit quality of the clients’ relationships within the Portfolio to an acceptable level set by the Bank’s standard
  • Identify early warning signs and take immediate remedial action to mitigate any potential credit risk
  • Ensure that any excesses or over limit are regularised within a reasonable time
  • Ensure Account Plans are prepared and maintained for all key clients
  • Ensure all clients’ files /documents are updated and well maintained
  • Ensure all credit reviews are submitted on time and agreed conditions are met
  • Maintain a satisfactory audit on the portfolio
  • Learning & Development – Attend appropriate on and off the job training programs and ensure development and skill upgradation of team members
  • Adhere to process KPI’s and, ORM, BCP & Internal Audit requirements.

Internal Collaboration

  • Develop a close working relationship with all departments/ sub-departments including Product partners (GCF, GTB, & Global Markets), Credit, Finance, Operations, Legal, CAD, Treasury etc which will directly contribute to the success of the overall performance of the Bank.

Client and Market Analysis

  • Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis in order to identify lending, selling, and cross-selling opportunities

Credit Approval

  • Collect credit request and documents from the clients and conduct initial analysis, acquiring and evaluating new accounts, structuring credit facilities, performing credit assessment of financial statements, cash flow projections, periodic credit reviews of the existing accounts and loan documentations.
  • Prepare credit memoranda and other information relevant for the credit application package of new credit applications, annual reviews, and ad-hoc applications.
  • Ensure the quality of the credit portfolio is maintained by reviewing proposals and identifying and assessing all risks inherent in credit exposures.

Continuous Improvement

  • Identify opportunities for continuous improvement of systems, processes and practices taking into account ‘international leading practice’, improvement of business processes, cost reduction and productivity improvement.

Policies, Systems, Processes & Procedures

  • Follow all policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.

MIS and Reports

  • Prepare reports in a timely and accurate manner to meet FAB’s requirements, policies, and standards. And review MIS reports to keep track of performance vs. budgets

Strategic Contribution

  • Ensure effective cascading of the business strategy to all colleagues to ensure vertical alignment and horizontal integration with other interfacing departmental strategies.
  • Work with all Bahrain and HO stakeholders to develop the strategy, business plan, and tactics with the aim of increasing the Bank’s share of the target clients’ wallet and achieving target relationship returns.
  • Keep close interaction with Product teams, and other stakeholders, to maximize business opportunities with clients, and to streamline execution of deals and strategies.

People Management

  • Act as a role model and drive adherence to organizational values and ethics by employees of the assigned department to foster a value driven culture within the Group.

Budgeting And Financial Planning

  • Manage P&L responsibility of the assigned portfolio, achieving targets within defined budget levels.

Policies, Systems, Processes & Procedures

  • Manage and ensure effective implementation of the CCB policies, procedures and controls covering all areas of assigned activity so that all relevant procedural/legislative requirements, fulfilled while delivering a quality, cost-effective service.

Client And Market Analysis

  • Participate in the financial analysis conducted on clients and their respective industries/ markets to identify potential opportunities and risks.

Day-to-Day Activities

  • Assist the Executive Directors and Business Head in the day-to-day administrative and transactional activities to ensure continuity of work and the delivery of effective and high-quality outputs.
  • Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Bank’s KYC and AML policies and regulatory requirements.

Qualifications

Minimum Qualification:

  • Bachelor’s degree in finance or related discipline.
  • Professional qualification is preferred.

Minimum Experience

  • At least 10 years of relevant experience in corporate and commercial banking and client relationship management with multinational banks, preferably managing a portfolio driven by assets and liabilities
  • Strong knowledge of corporate and commercial banking product in general under GCF, GTB, & GM

Knowledge, Skills, And Attributes

  • Knowledge of Bahrain’s banking industry.
  • Extensive contacts within Bahrain for business development within Bahrain and outside.
  • Proven track record of success in identifying, structuring, and delivering financing solutions to a diverse client base.
  • Strong marketing, client relationship management and presentation skills.
  • Ability to communicate effectively with clients and internal stakeholders.
  • Awareness of market trends and dynamics.
  • Experience in the entire credit process from deal acquisition up to conclusion (including documentation).
  • Strong in Credit Risk and Financial Risk analysis.
  • Work ethics and a passion for excellence.
  • Ability to perform under pressure and within tight deadlines.
  • Ability to work independently and collaboratively as a team player and highly adaptable to the changing needs of internal and external customers.
  • Strong leadership skills.

Additional Information

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Director- Client Relationship CCB - Bahrain

Manama, Capital First Abu Dhabi Bank (FAB)

Posted 23 days ago

Job Viewed

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Job Description

Director- Client Relationship CCB - Bahrain

Join to apply for the Director- Client Relationship CCB - Bahrain role at First Abu Dhabi Bank (FAB)

Director- Client Relationship CCB - Bahrain

Join to apply for the Director- Client Relationship CCB - Bahrain role at First Abu Dhabi Bank (FAB)

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Company Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Company Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Job Description

KEY ACCOUNTABILITIES:

Client Relationship Management & Business Development

  • Originate new business opportunities with target clients across all banking products
  • Articulate the value-add services/ products and distinguished qualities FAB has to offer existing and potential clients
  • Work closely with all stakeholders from Head Office and the International locations to generate business leads
  • Manage the daily interactions with clients and provide superior service to improve clients’ experience, grow assets and liabilities, and maximise FAB’s profitability
  • Identify & develop cross selling opportunities and increase the cross-sell ratio with key clients
  • Pitch, review, negotiate and conclude deals
  • Play an active role in raising liabilities for the bank.
  • Develop and execute Term Sheet, Information Memorandum, financial modelling, & mandate letter
  • Achieve individual and team financial performance targets
  • Examine & resolve credit, market, and operational risk aspects of the transactions in collaboration with products and enablement Teams
  • Motivate, Develop and Coach team members
  • Maintain the credit quality of the clients’ relationships within the Portfolio to an acceptable level set by the Bank’s standard
  • Identify early warning signs and take immediate remedial action to mitigate any potential credit risk
  • Ensure that any excesses or over limit are regularised within a reasonable time
  • Ensure Account Plans are prepared and maintained for all key clients
  • Ensure all clients’ files /documents are updated and well maintained
  • Ensure all credit reviews are submitted on time and agreed conditions are met
  • Maintain a satisfactory audit on the portfolio
  • Learning & Development – Attend appropriate on and off the job training programs and ensure development and skill upgradation of team members
  • Adhere to process KPI’s and, ORM, BCP & Internal Audit requirements.

Internal Collaboration

  • Develop a close working relationship with all departments/ sub-departments including Product partners (GCF, GTB, & Global Markets), Credit, Finance, Operations, Legal, CAD, Treasury etc which will directly contribute to the success of the overall performance of the Bank.

Client and Market Analysis

  • Conduct analysis on clients’ financial health and needs as well as their industries/ markets on regular basis in order to identify lending, selling, and cross-selling opportunities

Credit Approval

  • Collect credit request and documents from the clients and conduct initial analysis, acquiring and evaluating new accounts, structuring credit facilities, performing credit assessment of financial statements, cash flow projections, periodic credit reviews of the existing accounts and loan documentations.
  • Prepare credit memoranda and other information relevant for the credit application package of new credit applications, annual reviews, and ad-hoc applications.
  • Ensure the quality of the credit portfolio is maintained by reviewing proposals and identifying and assessing all risks inherent in credit exposures.

Continuous Improvement

  • Identify opportunities for continuous improvement of systems, processes and practices taking into account ‘international leading practice’, improvement of business processes, cost reduction and productivity improvement.

Policies, Systems, Processes & Procedures

  • Follow all policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.

MIS and Reports

  • Prepare reports in a timely and accurate manner to meet FAB’s requirements, policies, and standards. And review MIS reports to keep track of performance vs. budgets

Strategic Contribution

  • Ensure effective cascading of the business strategy to all colleagues to ensure vertical alignment and horizontal integration with other interfacing departmental strategies.
  • Work with all Bahrain and HO stakeholders to develop the strategy, business plan, and tactics with the aim of increasing the Bank’s share of the target clients’ wallet and achieving target relationship returns.
  • Keep close interaction with Product teams, and other stakeholders, to maximize business opportunities with clients, and to streamline execution of deals and strategies.

People Management

  • Act as a role model and drive adherence to organizational values and ethics by employees of the assigned department to foster a value driven culture within the Group.

Budgeting And Financial Planning

  • Manage P&L responsibility of the assigned portfolio, achieving targets within defined budget levels.

Policies, Systems, Processes & Procedures

  • Manage and ensure effective implementation of the CCB policies, procedures and controls covering all areas of assigned activity so that all relevant procedural/legislative requirements, fulfilled while delivering a quality, cost-effective service.

Client And Market Analysis

  • Participate in the financial analysis conducted on clients and their respective industries/ markets to identify potential opportunities and risks.

Day-to-Day Activities

  • Assist the Executive Directors and Business Head in the day-to-day administrative and transactional activities to ensure continuity of work and the delivery of effective and high-quality outputs.
  • Manage and follow up on KYC and compliance requirements in order to ensure consistency with the Bank’s KYC and AML policies and regulatory requirements.

Qualifications

Minimum Qualification:

  • Bachelor’s degree in finance or related discipline.
  • Professional qualification is preferred.

Minimum Experience

  • At least 10 years of relevant experience in corporate and commercial banking and client relationship management with multinational banks, preferably managing a portfolio driven by assets and liabilities
  • Strong knowledge of corporate and commercial banking product in general under GCF, GTB, & GM

Knowledge, Skills, And Attributes

  • Knowledge of Bahrain’s banking industry.
  • Extensive contacts within Bahrain for business development within Bahrain and outside.
  • Proven track record of success in identifying, structuring, and delivering financing solutions to a diverse client base.
  • Strong marketing, client relationship management and presentation skills.
  • Ability to communicate effectively with clients and internal stakeholders.
  • Awareness of market trends and dynamics.
  • Experience in the entire credit process from deal acquisition up to conclusion (including documentation).
  • Strong in Credit Risk and Financial Risk analysis.
  • Work ethics and a passion for excellence.
  • Ability to perform under pressure and within tight deadlines.
  • Ability to work independently and collaboratively as a team player and highly adaptable to the changing needs of internal and external customers.
  • Strong leadership skills.

Additional Information

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development and Sales
  • Industries Banking

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