Customer Advisor

Job Title: Customer Service Executive Financial Services (EMIRATI NATIONAL ONLY)

Location: Dubai, UAE

Start: ASAP

Job Overview

The Customer Service Executive will play a key role in driving business growth and enhancing client relationships through exceptional service delivery and financial advisory support. This role requires a customer-centric professional who is adept at identifying new business opportunities, managing portfolios, and providing tailored financial solutions. The successful candidate will also promote the use of digital channels, ensure compliance with regulatory standards, and support cross-departmental initiatives to achieve organizational goals.

Key Responsibilities

Customer Engagement and Business Development

1. Identify new business opportunities through proactive outreach and referrals.
2. Build and maintain long-term relationships with clients to ensure retention and expansion of business.
3. Collaborate with customers to understand their financial goals and design tailored investment plans.

Portfolio Management and Financial Advisory

1. Manage client portfolios by regularly reviewing their financial plans and providing updates.
2. Monitor changes in clients' financial circumstances to recommend adjustments to their savings or investment strategies.
3. Advise clients on suitable financial products, ensuring alignment with their needs and risk tolerance.

Customer Retention and Cross-Selling

1. Provide outstanding service to retain clients and foster loyalty.
2. Proactively cross-sell financial and third-party products to meet client needs.
3. Educate clients on beneficial schemes, promoting a culture of saving and investment.
4. Promote the use of digital platforms for financial transactions, emphasizing their benefits.
5. Guide clients on the use of online tools and ensure data accuracy by validating contact information.

Quality Assurance and Issue Resolution

1. Address customer inquiries and resolve complaints promptly, escalating complex issues when necessary.
2. Maintain accurate records of client interactions and transactions in the CRM system.

Team Collaboration and Event Support

1. Work closely with internal teams to enhance customer service and operational efficiency.
2. Support the planning and execution of events or campaigns to promote financial awareness and savings behavior.

Qualifications

1. Education: Bachelor's degree in Finance, Business Administration, or a related field.
2. Experience: Minimum of 2+ years in customer service, call center, or client relationship management roles within financial services, banking, or insurance industries.

Skills:

1. Strong knowledge of financial products and services.
2. Proficiency in customer relationship management and portfolio handling.
3. Excellent communication skills, with bilingual proficiency in English and Arabic preferred.
4. Familiarity with Sharia-compliant financial products is advantageous.
5. High Emotional IQ and problem-solving capabilities.