Senior Specialist Sales Advisory LiabilitiesNeoBiz -SME Liabilities Sales (UAEN)

Role Overview

Senior Specialist Sales Advisory Liabilities for NeoBiz – SME Liabilities Sales at Mashreq, United Arab Emirates.

Role Purpose

Own the end-to-end delivery of NeoBiz and Business Checking Account applications, driving approvals and account funding while maintaining compliance, processing speed, and risk standards.

Key Responsibilities

Application Management

• 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.
• Perform thorough pre-screening of applications to ensure completeness of documentation and compliance with bank standards, minimizing rework and downstream rejections.

Customer Engagement & Funding

• Actively engage customers to drive account funding post-approval, contributing towards assigned financial and liabilities targets.
• Maximize the number of digitally initiated applications successfully approved, opened, and funded each month.
• Advise customers clearly on application requirements and queries to ensure final submissions meet risk, compliance, and onboarding standards.

Stakeholder Coordination

• Follow up proactively with customers to resolve queries raised by Governance, Compliance, CCAM, or other stakeholders within defined timelines.

Reporting & Systems

• Ensure all customer interactions, application statuses, approvals, and funding updates are accurately reflected in CRM and fulfillment systems.

Risk & Compliance

• Demonstrate high risk awareness, particularly with respect to AML, Sanctions, and operational risks, ensuring consistent adherence to onboarding controls.