Job Description

Job Title: Bank Account Opening Specialist

Department:

Post-License Services / Sales

Location:

Dubai, UAE

Job Purpose:

The Bank Account Opening Specialist will be responsible for assisting newly licensed clients of EWBS with their corporate bank account setup in the UAE. This role blends advisory and coordination tasks with a clear focus on

upselling premium services

and contributing to revenue targets. The ideal candidate will have strong banking knowledge, relationship management skills, and a sales-driven mindset.

Key Responsibilities:

1. Client Coordination & Service Delivery

Engage with clients who have completed their business license to explain the available banking options. Gather all required KYC documents and conduct pre-checks before sharing with banks. Coordinate appointments with Relationship Managers from partner banks. Ensure smooth onboarding by proactively following up with clients and banks. Maintain accurate and up-to-date records of account opening progress.

2. Sales & Revenue Generation

Upsell premium bank account assistance packages (e.g., VIP handling, express service). Promote value-added services such as VAT registration, accounting, and virtual office. Meet or exceed monthly revenue targets from bank account assistance and cross-sell services. Convert warm leads into paid services through consultative selling.

3. Bank Relationship Management

Maintain strong working relationships with relationship managers from key partner banks. Keep updated on bank documentation requirements, compliance policies, and turnaround times. Troubleshoot delays or objections raised by banks and escalate when required.

4. Reporting & Performance

Track and report daily, weekly, and monthly targets and conversion ratios. Ensure high client satisfaction and gather testimonials wherever applicable. Provide feedback on client trends and banking pain points to improve the process.

Requirements:

Education & Experience

Bachelor's Degree in Business, Finance, or related field. 2+ years of experience in banking, business setup, or the financial services industry. Familiarity with UAE bank compliance and KYC norms.

Skills & Competencies

Strong interpersonal and sales skills. Fluent in English; knowledge of Arabic, Hindi, or other regional languages is a plus. Organized, detail-oriented, and target-driven. Strong connection in banks for speedy process. Ability to work under pressure and manage multiple cases.

Compensation & Benefits:

Basic salary + performance-based incentive (linked to bank account assistance revenue and upsell services). Visa, medical insurance, and annual leave as per UAE labor law. Opportunity to grow within the Post-License & Client Servicing Division.
Job Type: Full-time