Sales Coordinator
Talentmate
United Arab Emirates
15th October 2025
2510-16918-1
Job Description
- To support the end-to-end sales and onboarding process by coordinating between business Launch advisors, clients, compliance, and client Servicing. The Business Launch Coordinator ensures timely documentation, accurate data handling, and efficient follow-ups to enable a seamless client onboarding experience while upholding service quality and internal compliance standards.
- Organize client files and documents and communicate client-related information to relevant team members, managers, or departments.
- Assist clients by following up on EDD (Enhanced Due Diligence) and CDD (Customer Due Diligence) documentation requirements.
- Coordinate between Compliance and Client Servicing teams to ensure client applications meet all internal requirements for processing.
- Support clients through the Know Your Customer (KYC) video process via Microsoft Teams; follow up on pending KYC, provide clear guidance, and resolve concerns or technical issues.
- Follow up on client application processes, track progress with the Client Servicing team, and assist in gathering and submitting required documents.
- Handle full refund inquiries, ensuring compliance with refund conditions.
- Assist with name checks in the absence of BSAs and ensure accuracy in the process.
- Maintain detailed and accurate records of all sales closed by BSAs in Zoho CRM, verifying GP updates and resolving data discrepancies.
- Follow up directly with clients when additional documents are needed after application submission and ensure timely upload of all documents to the correct portals or systems.
- Track and report the progress of all client applications and prepare status updates or reports for management as requested.
- Log and monitor escalated cases from BSAs or clients, ensuring they are addressed within internal SLAs and resolved to client satisfaction.
- Identify recurring client or advisor challenges and submit improvement suggestions to the line manager for consideration.
- Maintain and regularly update document templates, onboarding checklists, and FAQs to ensure accuracy and accessibility for both clients and internal teams.
- Prepare periodic reports on application movement, client communication, and internal follow-ups for leadership review.
Job Details
| Role Level: | Mid-Level | Work Type: | Full-Time |
|---|---|---|---|
| Country: | United Arab Emirates | City: | Dubai |
| Company Website: | https://dubaisouthbh.com/ | Job Function: | Sales |
| Company Industry/ Sector: |
Administration | ||
What We Offer
- Health Insurance
- Visa
- Paid Annual Leaves
- Maternity and Paternity Leaves
About the Company
Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.
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