Insurance & Investment Specialist.BCA Insurance.

• JOB DESCRIPTION 1 Job Title
• Investment and Insurance Specialist
• Department Direct Supervisor
• Area Sales Manager
• 2 Job Purpose
• Manage end-to-end investment / insurance sales for Business Banking
• 3 Key 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)

Job Holder Date Line Manager Date Approved By Date