Insurance Specialist, Business Banking
Mashreq Bank
Dubai, United Arab Emirates
منذ 2 يوم

To provide Mashreq Bank customers’ financial services which exceed the customer’s expectations by delivering an unbiased, competent, timely and seamless service.

Key Result Areas

  • Achieve monthly Insurance FER & individual target in the financial year.
  • Acquire, develop and strengthen Insurance acquisition through effective relationship management in accordance with business goals.
  • Coach direct sales staff to pitch OTC products and accompany them on joint calls to upsell life products.
  • Manage and develop relationships with new and existing Personal Banking customers through professional consultative financial analysis.
  • Ensure superior customer service thereby contributing to the overall customer experience of Mashreq.
  • Ensure Customer retention through active customer engagement to avoid claw backs.
  • Take ownership of customer complaint on Insurance. Co-ordinate with respective teams and Insurance providers for appropriate resolution.
  • Provide constructive and constant feedback on improvement of : Insurance products, services, processes which may either reduce cycle time or costs or enhance customer satisfaction.
  • Consistently increase the penetration in the assigned target companies by meeting KPA standards.
  • Acting as an external personal contact between the bank and its existing and potential markets.
  • Handling objections with a view to getting the customer to buy.
  • Making accurate, rapid cost calculations and providing customers with correct quotations / charges.
  • 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
  • Knowledge, Skills and Experience

  • Through knowledge of products, services policies and processes of retail banking in Mashreq Bank.
  • Post graduate preferably an MBA degree with strong numeric skills and 1-2 years insurance sales experience.
  • Understanding of customer financials.
  • Sales profile that requires strong relationship and service mindset coupled with a strong personality and communication skills.
  • قدِّم طلب ترشيحك
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    إزالة من الإشارات المرجعية
    قدِّم طلب ترشيحك
    بريدي الالكتروني
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    استمارة الطلب