Senior Personal Banker

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

Job summary

A leading financial institution in the UAE seeks a sales professional to achieve monthly sales targets by reaching out to potential customers through phone and face-to-face interactions. The role involves managing relationships with key accounts and conducting marketing activities. The ideal candidate must adhere to compliance standards and ensure quality in all customer interactions. Join a dynamic team that values ethics, integrity, and professional development.

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 manner.

Job description

Responsibilities

• Achieve monthly sales targets in the financial year.
• Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visit
• Present and sell all personal banking products & services to potential customers in an ethical structured & professional manner.
• Relationship manage (where required) a portfolio of approved companies by developing key contacts and relationships
• Conducting micro marketing activities that include Kiosk activities and other direct marketing activities.
• Handling 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 escalate any suspected or actual breaches to Senior Management, Governance, as may be required.