Client Events and Campaigns Manager (UAE Nationals Only)

Role Overview

Key Responsibilities

• Campaign and Offer Fulfillment:
• + Coordinate monthly offer and CVP fulfillment by obtaining relevant files, accurately identifying eligible clients, and performing stringent sample checks and controls to ensure precise delivery as per agreed frameworks
• + Handle client enrollments for offers and CVP programs, ensuring a seamless experience.
• + Manage gift and lifestyle programs offered to clients, including client eligibility identification, communication to RMs, consolidating responses, placing orders, and tracking order IDs.
• Client Segmentation and Event Management:
• + Support client portfolio management by identifying executing Upgrade, downgrade, segment change processes as per agreed framework
• + Collaborate with various stakeholders to facilitate any lifecycle management operational support
• + Provide comprehensive operational support for client events, including logistics coordination, managing invitations and RSVPs, and ensuring smooth execution.
• + Collaborate with marketing and sales teams to facilitate event success and client engagement.
• Account and Relationship Management Support:
• + Assist in managing client complaints by following established procedures.
• + Process client queries, requests and questions related to Citigold and Citigold Private Client segment propositions, campaigns and offers.
• Expense Management:
• + Process and reconcile expenses related to client activities, campaigns, and events, ensuring adherence to internal policies and budget guidelines.
• + Maintain accurate records for auditing purposes.
• Data Management and Reporting:
• + Generate and maintain various performance trackers when required
• + Manage primary and joint account holder segmentation.
• **Required Qualifications**+ Minimum graduate.
• + Bachelor's degree in Business Administration, Finance, Operations Management, or a related field.
• + Minimum of 4-5 years of progressive experience in marketing operations, client services, or sales support within the financial services industry, with a strong focus on campaign fulfillment, event coordination, and expense management.
• + Strong analytical skills with proficiency in data management and tracking tools (e.g., Excel, internal systems), including a strong understanding of MS Office.
• + Excellent organizational and time management skills, with the ability to prioritize and manage multiple tasks effectively.
• + Demonstrated ability to follow established processes and procedures accurately and consistently.
• + Exceptional written and verbal communication skills, coupled with the confidence to interact professionally with RMs, team leads, seniors within the organization, and other internal stakeholders.
• + Proactive and detail-oriented with a strong commitment to data accuracy and operational efficiency.
• + Ability to understand key focus areas and work towards achieving them with minimal supervision.
• **Preferred Qualifications**+ Familiarity with CRM systems and financial services operational platforms.
• + Experience with client lifecycle management processes (onboarding, upgrades, downgrades, offboarding).
• + Understanding of regulatory requirements related to client data and financial operations.
• **Key Attributes**+ Adept and articulate in understanding process intricacies and policies.
• + Understanding of all back-end systems that are required for the job.
• + Proactively manage ad-hoc projects and MIS requirements or any other assigned work.
• + Highly focused on quality & controls.
• + Dynamic and able to work in sync with business requirements.
• + Very quick in execution and able to identify process bottlenecks.
• **Important Note**+ The above list of Job responsibilities is indicative and subject to change based on evolving business requirements.
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Operations - Management Operations

Management Leadership

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