Mashreq

5 months ago

Insurance & Investment Specialist.BCA Insurance

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Responsible for managing end-to-end investment and insurance sales for Business Banking, driving growth of Mashreq Investment Business, and cross-selling wealth products. Collaborates with BB teams and the Investment Proposition Team to identify opportunities, present investment opportunities to clients, educate on investment ideas, and ensure fulfillment of cross-sell targets across Investment products for Business Banking.

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Key Responsibilities

•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.
•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

Key Requirements

•A Graduate, with at least 6 years of experience in wealth management, preferably in the UAE
•Good communication, profiling, presentation and analytical skills
•SCA Certified (UAE R&R and CISI L 3)
•Knowledge of Investment/Insurance products

Skills:CommunicationProfilingPresentationAnalyticalInterpersonalTeam playerCoachingTrainingSalesWealth managementInvestmentInsurance

Certifications:SCA Certified

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

Glassdoor: 3.3

Website LinkedIn Glassdoor

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Mashreq

5 months ago

Insurance & Investment Specialist.BCA Insurance

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Key Responsibilities

•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.
•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

Key Requirements

•A Graduate, with at least 6 years of experience in wealth management, preferably in the UAE
•Good communication, profiling, presentation and analytical skills
•SCA Certified (UAE R&R and CISI L 3)
•Knowledge of Investment/Insurance products

Skills:CommunicationProfilingPresentationAnalyticalInterpersonalTeam playerCoachingTrainingSalesWealth managementInvestmentInsurance

Certifications:SCA Certified

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

Glassdoor: 3.3

Website LinkedIn Glassdoor