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Financial Services Liaison Officer

1 week ago


Dubai, Dubai, United Arab Emirates Trade every day financial advisors L.L.C Full time

Job Title: Financial Services Liaison Officer

Vacancy: 1 Vacancy

Role Overview
  • Establish and maintain high-quality relationships with clients to drive revenue growth.
  • Conduct thorough needs assessments to devise personalized strategies aligned with client goals.
  • Oversee the sales process from lead qualification to close, ensuring seamless client experiences.
  • Act as a central point of contact between clients and internal teams, facilitating smooth interactions and efficient communication.
  • Regularly monitor client performance and offer data-driven recommendations to enhance results.
  • Prepare and present detailed performance reports, analyzing key metrics to inform business strategies.
Required Skills
  • A bachelor's degree in Business, Marketing, or a related field is desirable.
  • Significant experience in account management, sales, or customer success roles is necessary.
  • Exceptional verbal and written communication skills are crucial.
  • Strong negotiation, problem-solving, and organizational abilities are required.
  • Ability to excel in a fast-paced environment, both independently and as part of a team.
  • Proficiency in CRM software and Microsoft Office Suite is expected.