Personal Banking Advisor

Emirates NBD
Dubai
Full timeFunction: SalesEducation: bachelorsSkills: ["Interpersonal skills","Communication","Customer relationship building","Compliance awareness","Product knowledge"]

Offer customers financial guidance and advise on suitable banking products and services as a Personal Banking Advisor. Meet individual sales targets and support branch goals for loans, credit cards, CASA, and liabilities, while identifying new customer and payroll company opportunities. Cross-sell products, participate in acquisition campaigns, build client relationships, and ensure all activities follow internal policies, regulatory requirements, and industry standards with accurate documentation and ongoing product knowledge.

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FursaFursa
Emirates NBD
Emirates NBD
6 days ago

Personal Banking Advisor

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Last checked: 2 hours agoStatus: Live

Job Summary

Offer customers financial guidance and advise on suitable banking products and services as a Personal Banking Advisor. Meet individual sales targets and support branch goals for loans, credit cards, CASA, and liabilities, while identifying new customer and payroll company opportunities. Cross-sell products, participate in acquisition campaigns, build client relationships, and ensure all activities follow internal policies, regulatory requirements, and industry standards with accurate documentation and ongoing product knowledge.
Location: Dubai
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Provide customers financial guidance and advise on suitable products and services.
  • •Achieve individual sales targets and support branch sales goals across loans, credit cards, CASA, and liabilities.
  • •Identify opportunities for new payroll company and customer acquisition.
  • •Cross-sell other products to increase the bank’s market share and participate in customer acquisition events/campaigns.
  • •Ensure compliance with internal bank policies, regulatory requirements, and industry standards; maintain accurate records and participate in compliance training and audits.

Pay and Benefits

Perks:Remote Work

Key Requirements

  • •Bachelor’s degree in Business Administration, Finance, or a related field.
  • •Strong knowledge of personal banking products and services.
  • •High level of interpersonal skill with excellent spoken and written English.
  • •Arabic is a distinct advantage.
  • •Ability to provide expert advice on product features, benefits, and suitability.
Education:Bachelor's in Business Administration, Finance (or related field)
Skills:Interpersonal skillsCommunicationCustomer relationship buildingCompliance awarenessProduct knowledge
Languages:EnglishArabic

Company Brief

Emirates NBD
Emirates NBD is a leading UAE-based banking group providing retail, corporate, Islamic, investment and private banking, plus asset management and digital banking services across multiple countries in the MENAT region.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1963
Glassdoor
Glassdoor: 3.5
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