Customer Acquisition Manager

Smart Capital Solutions Financial Services; Dubai; On-site; USD 50,000 - 80,000; Full time

Job summary

A leading financial services firm in Dubai seeks a client acquisition specialist to drive engagement and manage investor relations. The role involves strategic outreach to prospective clients and ensuring smooth onboarding processes. Ideal candidates will have a Bachelor's degree and relevant experience in financial services sales, with strong interpersonal skills to foster relationships and drive conversions.

Qualifications

• 3+ years of experience in client acquisition, financial services sales, or business development.
• Strong understanding of loan products, investor requirements, and funding processes.

Responsibilities

• Identify prospective clients through networking and digital marketing.
• Guide clients through onboarding process and manage investor relationships.
• Track, report and optimize acquisition metrics.

Skills

Interpersonal skills

Negotiation skills

Presentation skills

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

MBA

Tools

CRM tools

Lead management systems

Microsoft Office Suite

Job description

Any GCC National, Any European National, Any Anglophone National, Any CIS National

Any

Vacancy

1 Vacancy

Job Description

• Identify and approach prospective clients through various channels including networking, referrals, digital marketing, and partnerships.
• Develop strategic acquisition campaigns targeting SMEs, project developers, and high-potential individuals in need of financing.

Client Onboarding & Relationship Building

• Qualify leads and assess client readiness for funding applications.
• Guide clients through the onboarding process, ensuring accurate documentation and clear communication of required steps
• Build strong relationships with clients to foster trust and long-term engagement.

Liaison Between Clients & Investors

• Act as the main point of contact between clients and our investor/lender network.
• Ensure that clients’ financial proposals and applications are well-prepared and aligned with investor requirements.
• Coordinate meetings, presentations, and follow-ups between parties.

Market & Product Insight

• Stay updated on market trends, funding instruments, and investor expectations.
• Work closely with internal teams to improve product offerings and value proposition based on client feedback and investor input.

Reporting & Performance Monitoring

• Track and report acquisition metrics, conversion rates, and client satisfaction.
• Provide insights and recommendations for optimizing the acquisition funnel.

Desired Candidate Profile

• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA is a plus).
• 3+ years of experience in client acquisition, financial services sales, or business development, preferably in a loan brokerage or investment facilitation environment.
• Strong understanding of loan products, investor requirements, and funding processes.
• Exceptional interpersonal, negotiation, and presentation skills.
• Proficient in CRM tools, lead management systems, and Microsoft Office Suite.

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Smart Capital Solutions Financial Services