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A leading investment firm in the United Arab Emirates is looking for a professional to lead business banking initiatives. This role involves sourcing new business banking accounts, achieving sales targets, and ensuring compliance with KYC and AML policies. Candidates should excel in relationship management and demonstrate effective communication skills to promote and sell various banking products and services. This position offers a dynamic work environment focused on customer satisfaction and performance excellence.
Sourcing new to business banking current accounts
Ensuring the account is funded as per expectations defined in KPI
Generate Fee income for the bank including:
Prospect in targeted markets that require meeting standards in phone calls and face-to-face visits.
Present and sell all business banking products & services to potential customers in an ethical structured & professional manner.
Achieve monthly sales targets in the financial year.
Maintaining and developing relationships with customers to enhance the cross-sell opportunities.
Adhere to Bank's KYC & AML policy.
Ensure that the KYC guidelines are adhered while onboarding the business banking customers.
Conducting micro marketing activities that include participation in various Business Banking events and other direct marketing activities.
Handling objections with a view to increase take-up rates.
Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.