Personal Sales Advisor

Department Icon Corporate Finance
116+ Applicants
Posted: 3 years ago
3-8 years
Dubai
Work From Office

Posted: 3 years ago
|
Applicants: 116+
Job Description
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Job Description


DESCRIPTION



Job Purpose:





Responsible for end to end sales of assets and liability products. The job holder is also responsible for addressing customer queries and ensuring high customer service quality at all times.




Principal Accountabilities:





Acquire new to bank customers and identify existing customers from the database to sell CBD products to increase customer base and cross-sell ratio.




Achieve STAR Threshold targets for asset and liability products which are defined in STAR Incentive Program.




Personal Loans/Finance


Fresh/Buy Out/Top up


Expats, Long & Short Tenure UAE Nationals


Conventional Credit Cards (Primary & Supplementary)


Islamic Credit Cards (Primary & Supplementary)


Auto Loans


Overdraft


NTB


Deposits




Deal with CBD Personal and Direct segment customers on revenue generating transactions such as Investment, FX and BANCA




Follow up and close sales leads referred by Call Center, other segments, etc.




Refer Mortgage cases to related Direct Sales Team




Proactively call and visit existing/new customers (outside the branch) and make agreed target number of appointments per week to review customer needs and make sales of other suitable CBD products.


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Review walk in customer needs and make sales of suitable CBD products.



Ensure that all product applications are filled completely and accurately without any missing required document




While onboarding customers, ensure capture of all customer and account information into the BPM & CVXR systems accurately.




Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas.




Ensure a consistently high level of customer service is maintained at all times.




Service and Quality:





Proactively help customers to reduce their waiting time.




Ensure customers are on-boarded (new accounts) and served within prescribed SLAs.



Ensures that all customer problems/complaints/queries are handled efficiently and according to standards and high level of service quality using the Operational CRM System




Skills

FinanceFXSalesBPMCRM

If an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.

About Company

Technological innovation accelerating credit lifecycle maturity Technology such as intelligent automation, advanced statistical techniques and generative AI enable commercial banks to streamline sales and tailor products and experiences to each customer.

Important dates & deadlines?

Application Deadline

12 Dec 22, 12:00 AM IST

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