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Client Services & Banking Executive
Bayut | dubizzle
Source: Headcount Labs ยท original listing โ
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Posted 2 days ago
About this role
Bayut & dubizzle have the unique distinction of being iconic, homegrown brands with a strong presence across the seven emirates in the UAE. Connecting millions of users across the country, we are committed to delivering the best online search experience. As part of Dubizzle Group, we are alongside some of the strongest classified brands in the market. With a collective strength of 5 brands, we have more than 123 million monthly users that trust in our dedication to providing them with the best platform for their needs. As a Client Services and Banking Executive, you will manage end-to-end documentation processes, ensuring timely collection, compliance, and submission to financial institutions. You will facilitate seamless communication between the Sales department, banking partners and clients, providing regular updates and addressing inquiries. Additionally, you will maintain accurate records within the CRM system and support process optimisation initiatives. In this role, you will: Client Communication & Documentation Management * Maintain proactive communication with banks and gather all required documents on time. * Guide stakeholders through the application process, clarify requirements, and ensure a smooth documentation experience. * Review and validate all submitted documents for completeness, accuracy, and authenticity. Application Preparation & Submission * Compile and organise application documents as per the bankโs specifications. * Submit finalised applications to the appropriate financial institutions and maintain a record. Client Updates & Status Tracking * Provide clients with timely and transparent updates throughout the entire application lifecycle. * Communicate outcomes, including approvals, rejections, and any additional documentation requests from financial institutions. * Address client inquiries and concerns promptly and professionally. Stakeholder Coordination * Serve as the primary point of contact between the Sales department, internal evaluation team, banking partners and the client. * Facilitate smooth information flow and ensure alignment among all stakeholders involved in the application process. * Coordinate meetings or discussions when necessary to resolve bottlenecks or address complex cases. Collaboration & Workflow Support * Assist in refining and improving operational workflows for better efficiency and turnaround times. * Support the integration and onboarding of new banking partners into existing processes and systems. * Record Keeping & CRM Management * Maintain detailed, accurate, and up-to-date records of client interactions, documentation, and submission statuses. * Perform routine bookkeeping tasks related to applications and transactions. * Ensure all data is correctly entered and managed within the companyโs CRM system for transparency and traceability. Requirements * Bachelorโs degree/Diploma in Business Administration, Operations Management, Finance, or a related field. * Minimum of 2 years of experience in banking, auto-loan processing or a related role. * Experience working with CRM, ERP, and operational reporting tools. * Hands-on experience with process optimization, data processing, and reporting. * Familiarity with Ms. Office/Sheets, and CRM software (e.g., Salesforce, HubSpot, Zoho) and reporting tools. * Awareness of sales processes, customer lifecycle, and service delivery frameworks. * Analytical Thinking: Capable of identifying patterns, spotting inconsistencies, and making data-driven decisions during application assessments. * Excellent Communication Skills: Proficient in both written and spoken English, with the ability to convey information clearly and professionally. * CRM Proficiency: Familiar with CRM tools and comfortable managing client records, updating information, and navigating system workflows. * Highly Organized: Ability to manage multiple tasks simultaneously, prioritize effectively, and maintain structured workflows * Strong Attention to Detail: Ensures accuracy in documentation, data entry, and communication with minimal supervision. * Process-Oriented Mindset: Continuously seeks opportunities to streamline operations, improve efficiency, and enhance the quality of service * Dedicated & Hardworking: Self-motivated, reliable, and committed to delivering results in a fast-paced, high-responsibility environment Benefits * A fast paced, high performing team. * Multicultural environment with over 60 different nationalities * Competitive Tax-free Salary * Comprehensive Health insurance * Annual Air Ticket Allowance * Employee discounts at multiple vendors across the emirates * Rewards & Recognitions * Learning & Development Bayut & dubizzle is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UAEdubizzle