Banking Consultant

Info Resume Edge; Sharjah; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading platform in the UAE is seeking a customer-focused Banking Consultant to offer expert financial advice and personalized banking solutions. The role involves engaging with clients, promoting banking products, and ensuring compliance while meeting sales goals. Ideal candidates will have a Bachelor’s degree, relevant experience, and strong communication skills.

Qualifications

• 2+ years of experience in banking, financial advisory, or sales roles.
• Strong understanding of banking products and services.
• Proficient in CRM systems and maintaining compliance.

Responsibilities

• Engage with customers to provide tailored advice on banking products.
• Promote and cross-sell retail banking solutions.
• Deliver exceptional customer service and meet sales targets.

Skills

Communication

Interpersonal skills

Consultative sales

Customer service

Attention to detail

Education

Bachelor's degree in Finance, Business, Economics

Tools

CRM systems

Digital banking tools

Job description

We are seeking a customer-focused and results-driven Banking Consultant to provide expert advice, personalized financial solutions, and superior service to clients. The Banking Consultant will be responsible for understanding customer needs, recommending suitable banking products, and building long-term client relationships to support financial well-being and business growth.

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Key Responsibilities :

Engage with customers to understand their financial goals and provide tailored advice on banking products and services.

Promote and cross-sell retail banking solutions such as savings accounts, term deposits, loans, credit cards, insurance, and investment products.

Identify and refer complex financial needs to appropriate specialists (e.g., mortgage, investment, or business banking teams).

Maintain up-to-date knowledge of products, market trends, and regulatory changes.

Deliver exceptional customer service by resolving inquiries and concerns efficiently and professionally.

Meet individual and branch-level sales targets while maintaining high standards of compliance and ethics.

Maintain accurate customer records and ensure KYC / AML compliance.

Participate in local marketing, outreach programs, and financial literacy initiatives as needed.

Requirements :

Bachelors degree in Finance, Business, Economics, or a related field.

2+ years of experience in banking, financial advisory, or sales roles.

Strong understanding of banking products and services.

Excellent communication, interpersonal, and consultative sales skills.

Ability to build trust and long-term relationships with clients.

Proficiency in CRM systems and digital banking tools.

High attention to detail and knowledge of compliance requirements.

Preferred Qualifications :

Certifications such as IRDA, AMFI, NISM, or CFP are advantageous.

Bilingual abilities (if applicable to region) and experience with digital banking platforms.