Advisor, Bancassurance

First Abu Dhabi Bank

Abu Dhabi

On-site

AED 120,000 - 180,000

Full time

5 days ago
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Job summary

First Abu Dhabi Bank (FAB) is seeking a field sales professional in the United Arab Emirates to promote Core Product and cross-sell FAB products within the assigned territory, targeting set financial goals. This role emphasizes building strong customer relationships and timely, accurate processing of applications and KYC checks.

The ideal candidate has 1–2 years in selling banking products, with strong sales and negotiation abilities and a customer-obsessed, proactive mindset.

Qualifications

  • High school diploma or university degree preferred.
  • Desirable to have a sales diploma or certification.
  • 1–2 years’ experience in selling banking products or in a financial industry.

Responsibilities

  • Achieve or exceed agreed core product sales targets to build new FAB customer base.
  • Promote the sales of Core Product in assigned area or work.
  • Build and maintain effective relationships with customers.
  • Assist in conducting promotional activities, meetings and road shows in the assigned area to achieve the budgeted sales volume.
  • Ensure submitted customer applications and documentation are complete and error free.
  • Follow up for document discrepancies which have been approved as deferrals.
  • Minimize errors and act upon them for correction and re-submission if any.
  • Provide sales MIS to Team Leader on a regular basis.
  • Provide ongoing customer/market feedback to Team Leader to improve business.
  • Provide Sales DSR to Sales Manager on a regular basis.
  • Ensure high level of customer service while handling business proceedings.
  • Adhere to code of conduct & ethics, especially during KYC authentications.
  • Capitalize on cross-selling opportunities.
  • Perform duties of Team Leader in his absence if assigned.
  • Recommend customer applications good credit risk per FAB policy.
  • Be aware of competition and suggest product improvements.
  • Maintain effective relationships with branches and internal departments.
  • Address routine problems and escalate only significant issues to Team Leader.
  • Identify fraudulent activities/unethical incidents and report to Line Manager.

Skills

Sales skills
Negotiation
Customer obsession
Multicultural awareness
Portfolio growth
Competitive awareness
Service excellence
Customer targets
Client satisfaction

Education

High school diploma
University degree
Sales diploma or certification

Job description

Job description

Promote Core Product and cross sell other FAB products within the assigned Business Territory (field sales) against set financial targets



About Us:
First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the world's largest and safest financial institutions. We offer a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages. Our commitment to excellence and innovation drives us to provide top-tier financial solutions to our clients.
Life at FAB:
Working at FAB means being part of a team of talented and passionate individuals with a shared vision to support the ambitions of our stakeholders to "Grow Stronger." We embrace the needs of our customers across the globe with a sense of responsibility and confidence driven by extensive expertise that can only be delivered by an ambitious world-class organization
Career Development:
FAB offers unique career choices, a chance to innovate, craft solutions for the future, and express yourself in a performance-based culture that will unleash the best in you. Whether you are an experienced professional or just starting your career, FAB provides a range of learning and development initiatives to support all employees through training and skill development.
Our Values:
At FAB, we place our customers at the core of our activities, live our values each day in every way, celebrate achievements, and empower each other to deliver leading solutions. We have structured plans for the recruitment and career progression of Emirati talent to enable them to make a mark in the financial and banking sector both regionally and globaly that rewards your hard work and dedication.
Join our team and be part of a journey to shape the future of banking.

Responsibilities:

Core Responsibilities


  • To achieve or exceed agreed core product sales targets to build new customer basefor FAB
  • To promote the sales of Core Product in assigned area orwork
  • To build and maintain effective business relationship with customers
  • To assist in conducting promotional activities, meetings and road shows in the assigned area to achieve the budgeted sales volume
  • To ensure the submitted customer applications and documentations are complete and error free
  • To follow up for Document discrepancies which have been approved asdeferrals
  • Minimize errors and act upon them for correction and re-submission ifany
  • To provide sales MIS to Team Leader on regular basis
  • To provide ongoing customer / market feedback to Team Leader to improve business
  • To provide Sales DSR to Sales Manager on Regular Basis
  • To ensure high level of customer service while handling business proceedings
  • To adhere code of conduct & ethics while performing required duties especially while doing the Authentications of KYC documents
  • To capitalize on-cross selling opportunities
  • To perform duties of Team Leader in his absence if assignedso
  • To recommend customer applications which are considered good credit risk and as per FAB policy
  • Requires good convincing and negotiating skills in view of complexity in the relevantproduct
  • Be aware of competition and suggest changes for product improvements
  • Maintain effective business relationship with all branches and internaldepartments
  • To ensure that routine problems and complaints are handled professionally and only minimal significant issues are escalated to Teamleader
  • To be vigilant on identifying fraudulent activities/ unethical incidents while handling business requirements, any concerns should be addressed to Line managerimmediately
  • Maintain Effective Relationships with teammates andsupervisors
  • To ensure that the product information shared with the customer isaccurate

KEY PERFORMANCE INDICATORS, SKILLS AND COMPETENCIES


  • Service excellence, good knowledge of FAB retailproducts
  • Adherence to policies, processes, and procedures both internally andexternally
  • Competitive awareness andbenchmarking
  • Multicultural awareness


  • Portfolio growth


  • Be always Customer Obsessed


  • Proactive


  • Strong Sales skills


  • Customer sales targets


  • Client satisfaction index






Qualifications:
  • High school diploma or Preferably Universitydegree
  • Desirable to have a sales diploma orcertification
  • 1 to 2 years’ experience in selling banking products or in a financialindustry
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