Insurance & Investment Specialist.BCA Insurance.

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 6+ yearsSkills: ["Communication","Presentation","Analytical skills","Interpersonal skills","Teamwork"]

Manage end-to-end investment and insurance sales for Business Banking, driving referrals, educating clients and BB teams, and presenting investment opportunities through a needs analysis approach. Collaborate with the Investment Proposition Team and Business Banking stakeholders to cross-sell wealth products, support fulfillment of investment product sales, and meet revenue (FER) targets. Maintain specialized product knowledge and conduct competitive analysis to improve outcomes.

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FursaFursa
Mashreq
Mashreq
1 month ago

Insurance & Investment Specialist.BCA Insurance.

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Manage end-to-end investment and insurance sales for Business Banking, driving referrals, educating clients and BB teams, and presenting investment opportunities through a needs analysis approach. Collaborate with the Investment Proposition Team and Business Banking stakeholders to cross-sell wealth products, support fulfillment of investment product sales, and meet revenue (FER) targets. Maintain specialized product knowledge and conduct competitive analysis to improve outcomes.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Manage end-to-end investment/insurance sales for Business Banking.
  • •Generate and harvest referrals for investment sales and promote Mashreq Investment business growth.
  • •Present investment opportunities and value to Business Banking clients using needs analysis.
  • •Support cross-selling of wealth products through Business Banking teams and fulfill customer investment product needs.
  • •Achieve FER and cross-sell targets, including regular competitive analysis and feedback on products/processes.

Key Requirements

  • •6+ years of experience in wealth management, preferably in the UAE.
  • •Strong sales skills and knowledge of investment/insurance products.
  • •Good communication, profiling, presentation, and analytical skills.
  • •Working knowledge of CPRA (Client Profiling and Risk Analysis) to assess client needs and risk.
  • •SCA Certified (UAE R&R and CISI L 3).
Experience:6+ yearsWealth managementUAE
Skills:CommunicationPresentationAnalytical skillsInterpersonal skillsTeamwork
Certifications:SCA Certified (UAE R&R and CISI L 3)
Languages:US

Company Brief

Mashreq
Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1967
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Glassdoor: 3.3
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