Relationship Officer – General Insurance

National Bank of Ras Al-Khaimah PJSC; United Arab Emirates; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading bank in the UAE is looking for a Relationship Officer to enhance customer relationships and sales of banking and insurance products. The role involves achieving targets, ensuring customer satisfaction, and promoting cross-selling opportunities. Join us to shape the future of banking at RAKBANK.

Qualifications

• Experience in building and maintaining customer relationships.
• Knowledge of banking products and insurance.

Responsibilities

• Achieve assigned targets and contribute to business objectives.
• Promote cross-selling opportunities to existing customers.
• Ensure adherence to service standards and customer satisfaction.

Skills

Customer Relationship Management

Sales

Insurance Knowledge

Job description

Job Overview

We are seeking a Relationship Officer to join our dynamic team. In this role, you will be responsible for building and maintaining relationships with customers for banking products and advising them on insurance. You will ensure a new business flow and a healthy product mix, keeping customer suitability at the core.

Join us in co-creating the future of RAKBANK!

What You Will Be Doing

1. Consistently achieve assigned targets and contribute to overall business objectives.
2. Stay informed about competitor product offerings and propose enhancements to improve existing processes.
3. Provide timely feedback to the Relationship Manager regarding business goals and progress.
4. Ensure adherence to all service standards set by Protego/Bank, maintaining high levels of customer satisfaction.
5. Conduct the sale of insurance products with the utmost good faith, integrity, and transparency.
6. Ensure all customer requests are processed and actioned within the defined TAT.
7. Maintain zero errors in sales and service delivery to uphold quality standards.
8. Actively promote cross-selling opportunities to the existing Protego customer base.
9. Ensure renewal conversion rates are achieved in alignment with business targets.