Personal Banking Relationship Advisor

Mashreq; United Arab Emirates; On-site; AED 60,000 - 90,000; Full time

Job summary

Mashreq is seeking a dynamic Banking Sales Executive to drive personal banking product uptake in the UAE. You will engage prospects in targeted segments, present and sell banking products, and maintain impeccable service standards.

Responsibilities include meeting monthly targets, handling objections, and ensuring adherence to KYC, AML, FATCA, and bank policies. You will log activities in CRM and participate in team trainings and compliance programs.

Qualifications

• 2 years banking sales experience.
• Graduate from any discipline.
• Basic knowledge of retail banking products and policies.

Responsibilities

• Achieve monthly sales targets in the financial year.
• Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visits.
• Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
• Conduct micro marketing activities that include kiosk activities and other direct marketing activities.
• Handle objections with a view to getting the customer to buy or company to transfer payroll.
• Ensure End-To-End customer TAT is met for all applications submitted with quality adherence as per target guidelines.
• Ensure strict compliance with the Bank’s policy with regards to product, customer KYC, FATCA, AML CTF and third‑party channel interactions.
• 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.
• Ensure the highest ethics, standards and integrity are followed and immediately escape any suspected or actual breaches to Senior Management, Governance, as may be required.

Skills

Sales profile

Retail banking knowledge

Education

Graduate from any discipline

Job description

Mashreq is seeking a dynamic Banking Sales Executive to drive personal banking product uptake in the UAE. You will engage prospects in targeted segments, present and sell banking products, and maintain impeccable service standards.

Responsibilities include meeting monthly targets, handling objections, and ensuring adherence to KYC, AML, FATCA, and bank policies. You will log activities in CRM and participate in team trainings and compliance programs.