Personal Banking Advisor

Emirates Islamic Bank
Abu Dhabi
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2-5 yearsEducation: bachelorsSkills: ["Communication","Interpersonal abilities","Negotiation","Problem-solving","Integrity"]

Acquire, manage, and deepen customer relationships in retail banking by understanding customer needs and recommending Shariah-compliant solutions. Drive growth through new-to-bank customer acquisition, referrals, cross-selling, and achievement of individual sales and revenue targets. Deliver high-quality service across the customer lifecycle, maintain accurate customer records in banking systems and CRM, and ensure full compliance with UAE regulations, CDD/KYC, and AML requirements.

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FursaFursa
Emirates Islamic Bank
Emirates Islamic Bank
1 week ago

Personal Banking Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Acquire, manage, and deepen customer relationships in retail banking by understanding customer needs and recommending Shariah-compliant solutions. Drive growth through new-to-bank customer acquisition, referrals, cross-selling, and achievement of individual sales and revenue targets. Deliver high-quality service across the customer lifecycle, maintain accurate customer records in banking systems and CRM, and ensure full compliance with UAE regulations, CDD/KYC, and AML requirements.
Location: Abu Dhabi
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire new-to-bank customers and promote the bank’s products and services while building and maintaining strong customer relationships.
  • •Identify customer needs and recommend suitable banking solutions across accounts, deposits, cards, financing, and wealth products; achieve sales and revenue targets.
  • •Generate leads via referrals, prospecting, and cross-selling, and collaborate with branch and product teams to maximize acquisition and revenue opportunities.
  • •Maintain accurate records of customer interactions and sales activities within banking systems/CRM, including regular portfolio reviews for relationship deepening.
  • •Ensure full compliance with regulatory requirements, including CDD/KYC and AML processes, and handle customer service issues within branch guidelines.

Pay and Benefits

Perks:Health InsuranceAnnual Leave

Key Requirements

  • •Bachelor's degree in Business Administration, Finance, Banking, or a related discipline.
  • •2-5 years of experience in retail banking, sales, relationship management, or financial services.
  • •Proven track record in achieving sales targets and driving business growth.
  • •Sound understanding of retail banking products and services.
  • •Knowledge of UAE banking regulations, compliance requirements, and proficiency in Microsoft Office and banking systems.
Experience:2-5 yearsRetail bankingFinancial services
Education:Bachelor's
Skills:CommunicationInterpersonal abilitiesNegotiationProblem-solvingIntegrity
Tech Stack:Microsoft OfficeCore banking systemCRM

Company Brief

Emirates Islamic Bank
Emirates Islamic is a Shari’a-compliant UAE bank offering personal, business and corporate banking, digital banking services, and Islamic finance products. Launched in 2004, it is part of the Emirates NBD Group and operates across the UAE.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Valuation: Public Company (Market Cap in USD)
Headquarters: Dubai, United Arab Emirates
Founded: 2004
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