784 Relationship Management jobs in Saudi Arabia
Customer Relationship Management Specialist
Posted 10 days ago
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Job Description
Moyasar Financial Company is a Saudi company headquartered in Riyadh and licensed to provide payment gateway services by the Saudi Central Bank (SAMA). Established in 2015 by Saudi engineers, it aims to provide secure and convenient electronic payment options for online merchants. Moyasar collaborates with prominent banks and has an expanding network of merchants across various sectors.
We are seeking a Customer Relationship Management Specialist to identify the needs of both new and existing customers, helping them succeed with our products. The role involves developing effective communication with clients and internal teams to understand and resolve customer issues.
We welcome talented candidates passionate about online payments and product development, who are quick learners and adaptable.
Responsibilities:
- Establish and maintain strong client relationships.
- Address client concerns promptly.
- Collaborate with internal teams to resolve challenges and ensure satisfaction.
- Understand client needs and propose additional services.
- Proactively contact clients to offer services and identify cross-selling opportunities.
- Verify client documents received from the Sales team.
- Ensure completion of KYC procedures.
- Facilitate account activation for new clients.
- Communicate effectively to obtain missing information.
- Ensure smooth transition from sales to operations.
- Maintain up-to-date client documentation and compliance.
- Collaborate with clients to update information.
- Assist clients with technical integration and queries.
Qualifications:
- Bachelor's Degree in Business or related fields.
- 1-2 years of experience in Fintech operations.
- Excellent Arabic & English communication skills.
- Ability to work independently and in a team under pressure.
- Entry level
- Full-time
- Customer Service and Business Development
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#J-18808-LjbffrCustomer Relationship Management Representative Ii
Posted today
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**Essential Responsibilities and Duties**:
1. Manages customer interaction and respond through various channels.
2. Responds efficiently and accurately to callers, explaining possible solutions, and ensuring that customers feel supported and valued.
3. Engages in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.
4. Documents all call information according to standard operating procedures.
5. Realises and strives to meet or exceed call centre metrics while providing excellent and consistent customer service.
6. Answers the emergency telephone and rely emergency calls to code members and all other concerned parties.
**Education**:
Bachelor’s or Associate Degree/Diploma in Hospital Administration, Communication, Public Relation, or others related discipline is required.
**Experience Required**:
No experience required with Bachelor’s, or one (1) year of related experience with Associate Degree/Diploma is required.
**Other Requirements(Certificates)**:
Saudi National Only
Relationship Management
Posted 17 days ago
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Job Description
Bachelor of Business Administration (Management)
Nationality: Any Nationality
Vacancy: 1 Vacancy
Job DescriptionOverview:
We are seeking a proactive and relationship-driven Relationship Management Specialist to join our team. In this role, you will be at the heart of building and maintaining long-term partnerships that drive mutual growth for Unipal and its partners. By understanding partner needs and delivering tailored solutions, you will play a key role in enhancing value, fostering engagement, and ensuring sustained success.
- Build and maintain strong, long-term partnerships with clients across diverse industries.
- Communicate Unipal's value proposition effectively, identifying opportunities for mutual growth.
- Take ownership of partner relationships, proactively resolving issues and supporting partner growth.
- Identify and execute upselling and cross-selling opportunities to increase partner engagement.
- Maintain and update partner data in the CRM system, ensuring accurate reporting on relationship performance and growth.
- Develop creative and customized solutions to enhance partner marketing and engagement efforts.
- Bachelor's degree in Business, Marketing, or a related field.
- 0-2 years of experience in Relationship Management, Business Development, or Client Success.
- Native Arabic speaker with fluency in English.
- Familiarity with CRM systems, basic data analytics, and proficiency in Microsoft Excel.
- Strong communication, active listening, and negotiation skills.
- Exceptional organizational skills with the ability to manage multiple tasks and meet deadlines.
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Corporate Relationship Management
Posted today
Job Viewed
Job Description
- Handle customer needs with reliability and be responsive in providing prompt service.
- Use proactive communication and effectively seek a resolution for a bad experience.
- Manage and Monitor Loss Ratio during the year by monitoring FUR (Frequent user report) and MIS (Management information system) and raise alerts to clients. Discuss the MIS and FUR in details and present it in the form of presentation.
- Propose (different possible solutions) (product change) that can offer price relief to clients and improve value proposition
- Analyze and understand commercial and technical results to negotiate with client’s price increase.
- Liaise with other internal departments as required to ensure smooth running of all interactions that the customer has.
- Provide accurate reports and forecasts on activity and sales performance as and when required by management.
- Liaise with other internal departments as required to ensure smooth running of all interactions that the customer has.
- Provide accurate reports and forecasts on activity and sales performance as and when required by management.
- Maintain customer interaction and other applicable sources like SAMA (Saudi Arabian Monetary Agency) and CCHI (Corporate Council for health insurance).
- Look at competitors’ websites to compare against ours and identify gaps.
- Build effective relationships both within and outside the department.
- Seek input from and maintain effective ongoing communication with others.
- Manage conflict to ensure least disruption to organization.
- Update clients with all changes in the PMI (Private Medical Industry) industry rules, regulations, and product.
- Prepare client agreements and KYC (Know your customer) and make sure they are signed and stamped from client and properly handed over to sales operation team for archiving and auditing.
- Print Debtor report on weekly basis to ensure appropriate planning for unpaid debt to avoid suspension.
**Skills**:
- Sales and Negotiation courses.
- Must be fluent in spoken and written English and Arabic.
- Must have good self-management, motivational, negotiation, communication, and presentation skills.
- Sales Experience is essential.
- Minimum of 2-3 years of sales experience.
Relationship Management - Riyadh, KSA
Posted 1 day ago
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Job Description
Relationship Management Officer
Location: Riyadh, KSA
Job Type: Full-Time
Department: Relationship Management Team
+ Overview
We are seeking a proactive and relationship-driven Relationship Management Specialist to join our team. In this role, you will be at the heart of building and maintaining long-term partnerships that drive mutual growth for Unipal and its partners. By understanding partner needs and delivering tailored solutions, you will play a key role in enhancing value, fostering engagement, and ensuring sustained success.
+ Key Responsibilities:
• Build and maintain strong, long-term partnerships with clients across diverse industries.
• Communicate Unipal’s value proposition effectively, identifying opportunities for mutual growth.
• Take ownership of partner relationships, proactively resolving issues and supporting partner growth.
• Identify and execute upselling and cross-selling opportunities to increase partner engagement.
• Maintain and update partner data in the CRM system, ensuring accurate reporting on relationship performance and growth.
• Develop creative and customized solutions to enhance partner marketing and engagement efforts.
+ Requirements:
• Bachelor’s degree in Business, Marketing, or a related field.
• 0–2 years of experience in Relationship Management, Business Development, or Client Success.
• Native Arabic speaker with fluency in English.
• Familiarity with CRM systems, basic data analytics, and proficiency in Microsoft Excel.
• Strong communication, active listening, and negotiation skills.
• Exceptional organizational skills with the ability to manage multiple tasks and meet deadlines.
We are excited to welcome a motivated and detail-oriented Relationship Management Officer to help drive partner success and amplify Unipal’s impact across industries.
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Relationship Management - Riyadh, KSA
Posted 1 day ago
Job Viewed
Job Description
Location: Riyadh, KSA
Job Type: Full-Time
Department: Relationship Management Team
- Overview
- Key Responsibilities:
- Build and maintain strong, long-term partnerships with clients across diverse industries
- Communicate Unipal’s value proposition effectively, identifying opportunities for mutual growth
- Take ownership of partner relationships, proactively resolving issues and supporting partner growth
- Identify and execute upselling and cross-selling opportunities to increase partner engagement
- Maintain and update partner data in the CRM system, ensuring accurate reporting on relationship performance and growth
- Develop creative and customized solutions to enhance partner marketing and engagement efforts
- Requirements:
- Bachelor’s degree in Business, Marketing, or a related field
- 0–2 years of experience in Relationship Management, Business Development, or Client Success
- Native Arabic speaker with fluency in English
- Familiarity with CRM systems, basic data analytics, and proficiency in Microsoft Excel
- Strong communication, active listening, and negotiation skills
- Exceptional organizational skills with the ability to manage multiple tasks and meet deadlines
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Client Relationship Management - Analyst
Posted 12 days ago
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Job Description
Join to apply for the Client Relationship Management - Analyst role at Marsh Middle East and Africa
Client Relationship Management - AnalystJoin to apply for the Client Relationship Management - Analyst role at Marsh Middle East and Africa
Description:
Are you a recent graduate eager to launch your career in data analysis and risk engineering? We are seeking a motivated and detail-oriented Graduate Risk Engineering Data Analyst to join our dynamic MEA Energy and Power Risk Engineering Data Analytics team. This is an exciting opportunity to support our Energy and Power Risk Engineering teams by gathering, analyzing, and interpreting data to provide actionable insights that drive risk assessments.
Description:
Are you a recent graduate eager to launch your career in data analysis and risk engineering? We are seeking a motivated and detail-oriented Graduate Risk Engineering Data Analyst to join our dynamic MEA Energy and Power Risk Engineering Data Analytics team. This is an exciting opportunity to support our Energy and Power Risk Engineering teams by gathering, analyzing, and interpreting data to provide actionable insights that drive risk assessments.
We will count on you to:
- Collect and organize data from various sources, including risk engineering surveys and internal databases. Analyze and interpret data using Microsoft Excel and in-house tools to ensure accuracy and derive actionable insights.
- Collaborate closely with the MEA Energy and Power Risk Engineering teams to support risk assessments, insurance submissions, and client presentations, providing data-driven insights to assist in identifying and mitigating potential risks.
- Engage with major regional and global clients, participate in client meetings, and assist in preparing presentations and reports.
- Shadow experienced risk engineers during field surveys to gain hands-on exposure to the practical aspects of risk engineering and participate in ongoing training to develop expertise in risk engineering and data analysis.
- Utilize the Microsoft Suite of tools (Excel, PowerPoint, Word, etc.) to organize data, create reports, and present findings, while leveraging advanced data tools to improve efficiency and depth of analysis.
- Manage multiple tasks and prioritize effectively to meet deadlines in a fast-paced environment, maintaining organized records and reports of all data and analyses.
- A recent graduate with a degree in Engineering, Data Science, Mathematics, or a related field. Knowledge of risk engineering concepts is an advantage.
- Strong proficiency in Microsoft Excel and the broader Microsoft Office suite; experience with advanced data tools is beneficial.
- Ability to interpret technical data and apply engineering knowledge to analyze risk factors, with strong analytical skills and attention to detail.
- Excellent organizational and time-management skills, with the ability to multitask and work under pressure.
- Strong communication skills, both written and verbal, with the ability to present findings clearly. A proactive and enthusiastic attitude with a willingness to learn and develop professionally.
- Learning and Development: Gain invaluable experience from seasoned professionals in the risk engineering field and exposure to global clients while participating in risk assessments across diverse industries.
- Career Progression: This role offers a unique path for career development with potential growth into more senior technical or client-facing roles.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
R_306232 Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Information Technology
- Industries Insurance and Business Consulting and Services
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Corporate Sales Relationship Management
Posted today
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To manage a portfolio of clients with a client size base of 3000 lives and / or revenue of 40-60 million SR and maintain a 80% retention in order to achieve profitability within BA strategy and values.
**Key Accountabilities**:
**1-** Consistently Achieve retention as per AOP:
- Building, maintaining and enhancing relationship with clients to develop long term satisfaction
- Conduct 3 meetings daily
- Handle customer needs with reliability and be responsive in providing prompt service
- Use proactive communication and effectively seek a resolution for a bad experience
- Present Service Presentation
- Conduct client web training for all Bupa Arabia online services including membership training
- Provide Focus Group for clients through delivering interactive session for audience response to acquire feedback, towards our product and services
2- Maintain a positive contribution in profits to the overall revenue:
- Renew with the proposed prices (increase) to ensure we have a positive contribution
- Manage and Monitor Loss Ratio during the year by monitoring FUR (Frequent user report) and MIS (Management information system) and raise alerts to clients.
- Discuss the MIS and FUR in details and present it in the form of presentation
- Propose (different possible solutions) (product change) that can offer price relief to clients and improve value proposition
- Analyze and understand commercial and technical results to negotiate with clients price increase
3- Sales & CRM Administration:
- Manage the entire sales process in line with the sales strategy and in strict adherence to the defined stages of the sales pipeline.
- Ensure full compliance with all internal processes including accurate and timely maintenance of CRM records (SAGE)
- Liaise with other internal departments as required to ensure smooth running of all interactions that the customer has
- Provide accurate reports and forecasts on activity and sales performance as and when required by management
- Support in ad-hoc projects assigned
4- Understand Market and competitor activity:
- Maintain customer interaction and other applicable sources like SAMA (Saudi Arabian Monetary Agency) and CCHI (Corporate Council for health insurance)
- Go online regularly to SAMA and CCHI and stay up to date about market updates and PMI industry
- Look at competitors websites to compare against ours and identify gaps
- Follow SAMA and CCHI rules and regulation
- Understand Trends and market evolution
5- Relationship and Communication:
- Build effective relationships both within and outside the department
- Seek input from and maintain effective ongoing communication with others
- Manage conflict to ensure least disruption to organization
- Update clients on promotions, and new products
6-Compliance:
- Comply 100% with the rules and regulation of SAMA and CCHI
- Update clients with all changes in the PMI (Private Medical Industry) industry rules, regulations and product
- Comply with company internal rules and regulation
- Prepare client agreements and KYC (Know your customer) and make sure they are signed and stamped from client and properly handed over to sales operation team for archiving and auditing
- Be IFCE certified (Insurance Foundation Certification Exam
7- Manage Debtor Book of the portfolio:
- 100% compliance with Bupa Arabia credit control policy
- Print Debtor report on weekly basis to ensure appropriate planning for unpaid debt to avoid suspension
- Ensure premiums are collected and support collection team in communication with clients
- Align customer financial position with collection team and Finance
**Skills**:
- Attended Sales and Negotiation courses
- Must have excellent self-management, team-management, motivational, negotiation, communication and presentation skills.
- Must be fluent in spoken and written English and Arabic.
Senior Financial Advisor (Relationship Management)
Posted 17 days ago
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Job Description
Join to apply for the Senior Financial Advisor (Relationship Management) role at The Family Office Company BSC (c)
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Senior Financial Advisor:Welcome to The Family Office, where we've spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive, we're looking for a dynamic Senior Financial Advisor to solidify our commitment to excellence.
Job Summary:As a Senior Financial Advisor at The Family Office, you'll be integral to client relationships, spearheading client prospecting initiatives, and driving growth in assets under management. You will assess clients' investment goals and risk tolerance, proactively manage their evolving needs, and collaborate with our Investment Team to shape and optimize portfolios for the best outcomes.
Key Responsibilities: Client Relationship Management:- Introduce new High Net Worth clients to The Family Office, presenting our innovative products and services.
- Act as the primary client contact, building and nurturing enduring relationships, presenting TFO’s services and co-investment offerings compellingly.
- Continuously enhance your expertise in wealth management by understanding the international alternative offerings market.
- Stay updated on regional market trends and their impact on investor demand for international alternative investments.
- Foster a culture of continuous learning and adapt strategies to evolving market conditions.
- Lead by example in client relationship management, empowering junior RMs to expand existing client relationships.
- Contribute to the firm's development by driving change and empowering colleagues and clients.
- Bachelor’s degree from a recognized university or equivalent.
- Holding CME-1 certification.
- CFA qualification is preferred.
- Experience in selling investment products is a plus.
- Excellent communication and organizational skills.
- Outgoing, self-motivated, and a team player.
We offer more than a career; a comprehensive benefits package, work-life balance, professional growth opportunities, a vibrant culture, and unique perks to support your development.
Join us and help reshape the future of family wealth. Elevate your career with The Family Office—where legacy meets innovation.
About Us:The Family Office is an independent wealth management firm specializing in customized investment solutions across alternative asset classes, including private equity, private debt, and real estate. We serve high-net-worth individuals and families, focusing on transparency, diversification, and long-term value. With decades of expertise, we help clients preserve and grow their wealth across generations.
Additional Details:- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Investment Management
Senior Financial Advisor (Relationship Management)
Posted 17 days ago
Job Viewed
Job Description
Senior Financial Advisor:
Welcome to The Family Office, where we've spent the last two decades dedicated to safeguarding and enriching family wealth for generations to come. Joining our team means becoming a vital part of a legacy, and as we continue to thrive, we're looking for a dynamic Senior Financial Advisor to solidify our commitment to excellence.
Job Summary:
As a Senior Financial Advisor at The Family Office, you'll be integral to client relationships, spearheading client prospecting initiatives, and driving growth in assets under management. Taking charge in assessing clients' investment goals and risk tolerance, and proactively managing their evolving needs, you will be collaborating with our Investment Team to shape and optimize portfolios, ensuring optimal outcomes for our clients.
Key Responsibilities:
Client Relationship Management:
- Introduce new High Net Worth clients to The Family Office, presenting our innovative products and services.
- Act as the primary client contact, building and nurturing enduring relationships, presenting TFO’s services and co-investment offerings in a compelling manner.
Professional Development:
- Continuously enhance your expertise in wealth management by developing a comprehensive understanding of the dynamic international alternative offerings market.
- Engage in ongoing research to stay abreast of regional market trends and their impact on investor demand for international alternative investments.
- Foster a culture of continuous learning as you proactively seek out opportunities to adapt strategies in response to evolving market conditions.
Collaboration:
- Lead by example in client relationship management, empowering junior RMs to expand the share of wallet for existing clients.
- Contribute to the core of the firm’s development by driving change and empowering colleagues and clients.
Education & Experience:
- Minimum of a bachelor’s degree from a recognized university or equivalent.
- Holding CME-1.
- CFA as a preferred qualification.
- Previous experience selling investment products is a plus.
- Excellent communication and organizational skills.
- Outgoing, self-motivated, and a team player.
Why The Family Office:
At The Family Office, we offer more than a career; we provide a comprehensive package of benefits, work-life balance, professional development, a vibrant company culture, and an array of unique perks and amenities to support your personal and professional growth.
Join us and be a part of reshaping the future of family wealth. Elevate your career with The Family Office – where legacy meets innovation.
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