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Mashreq
Insurance & Investment Specialist.BCA Insurance
full-time•United Arab Emirates

Summary

Location

United Arab Emirates

Type

full-time

Company links

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About this role

Direct Supervisor 

Area Sales Manager

2 Job Purpose 

 

Manage end-to-end investment / insurance sales for Business Banking 

 

3Key Result Areas and Responsibility

 

  • Looks for opportunities and harvests all referrals for Investment sales for BB Team
  • Presenting opportunities and value of Investment products to clients of BB. 
  • Educate and present Investment ideas, opportunities, need analysis to BB teams
  • Promote the Investment business and generate FER through BB portfolio by cross selling wealth products. 
  • Supports primary point of fulfillment of customer cross sell of all Investment Products Business Banking 
  • Drive growth of Mashreq Investment Business 
  • Responsible for end-to-end sales / service for Investment sales to BB. 

 

 

5 Operating Environment, Framework and Boundaries, Working Relationships 

 

  • Work with Investment Proposition Team to understand products, markets, opportunities 
  • Works with the Business Banking Area Managers, Team Managers, Relationship Managers and all other BB members to generate sales through their client base. 
  • Works with the Business Banking central team, team leaders, Account managers and other BB members to generate sales through their client base 
  • Will interact with the following teams and others at Mashreq through the Investment Proposition Team: CCAM, DBC, RCO, TCM, TOC, Legal and Compliance 
6 Problem Solving 

 

  • Well versed with CPRA (Client Profiling and Risk Analysis) to better understand a client, their profile, their need and their risk. 
  • Specialized product knowledge of all investment at Mashreq. Is aware of the Market Developments, new financial products.
  • Knowledge of the Global Economic Scenario and situations of various investment vehicles and Financial Markets 
  • Ability to work with GB and BB teams to get referrals for Investment/Insurance needs.
  • Will have to achieve set FER (revenue) targets and other cross sell products. 
  •  Does regular competitive analysis to understand what is offered in the market and to constantly provide feedback on competition and customer response to processes, products and services 

 

 

7 Knowledge, Skills and Experience 

 

  • Good communication, profiling, presentation and analytical skills 
  •  Strong interpersonal skills, team player with ability to coach / train others 
  • Good sales skills and knowledge of Investment/Insurance products 
  • A Graduate, with at least 6 years of experience in wealth management, preferably in the UAE 
  • SCA Certified (UAE R&R and CISI L 3) 

 

Other facts

Tech stack
Communication,Profiling,Presentation,Analytical Skills,Interpersonal Skills,Team Player,Coaching,Sales Skills,Investment Products Knowledge

About Mashreq

Disclaimer: Mashreq will never ask for your bank related information via phone call, SMS or email. We will also never contact you from a mobile number to resolve your query.

Welcome to the LinkedIn page of Mashreq. More than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first. Together, we pioneer key innovations and developments in banking and financial services. Our mandate? To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success. Join Mashreq and find your way to Rise Every Day.

Team size: 1,001-5,000 employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1967

What you'll do

  • The Insurance & Investment Specialist is responsible for managing end-to-end investment and insurance sales for Business Banking. This includes generating sales through referrals, educating clients on investment products, and driving growth in the investment business.

Ready to join Mashreq?

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Frequently Asked Questions

What does a Insurance & Investment Specialist.BCA Insurance do at Mashreq?

As a Insurance & Investment Specialist.BCA Insurance at Mashreq, you will: the Insurance & Investment Specialist is responsible for managing end-to-end investment and insurance sales for Business Banking. This includes generating sales through referrals, educating clients on investment products, and driving growth in the investment business..

Why join Mashreq as a Insurance & Investment Specialist.BCA Insurance?

Mashreq is a leading Banking company.

Is the Insurance & Investment Specialist.BCA Insurance position at Mashreq remote?

The Insurance & Investment Specialist.BCA Insurance position at Mashreq is based in United Arab Emirates, United Arab Emirates. Contact the company through Clera for specific work arrangement details.

How do I apply for the Insurance & Investment Specialist.BCA Insurance position at Mashreq?

You can apply for the Insurance & Investment Specialist.BCA Insurance position at Mashreq directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Mashreq on their website.