Senior Personal Banker- DST

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Confidence","Persistence","Communication"]

Drive retail banking sales by achieving monthly targets and prospecting customers in targeted segments through phone and face-to-face interactions. Present and sell personal banking products ethically, manage relationships with approved company portfolios, and run micro-marketing activities such as kiosk and direct marketing. Handle objections, ensure application TAT and quality, maintain strict compliance with KYC, FATCA, AML/CTF requirements, and record activity in daily sales reports and the CRM.

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FursaFursa
Mashreq
Mashreq
1 day ago

Senior Personal Banker- DST

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Drive retail banking sales by achieving monthly targets and prospecting customers in targeted segments through phone and face-to-face interactions. Present and sell personal banking products ethically, manage relationships with approved company portfolios, and run micro-marketing activities such as kiosk and direct marketing. Handle objections, ensure application TAT and quality, maintain strict compliance with KYC, FATCA, AML/CTF requirements, and record activity in daily sales reports and the CRM.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Achieve monthly sales targets and meet standards through phone calls and face-to-face prospecting in targeted segments.
  • •Present and sell personal banking products and services ethically, and handle objections to drive purchases or payroll transfers.
  • •Manage relationships for an approved portfolio of companies by developing key contacts and maintaining customer relationships.
  • •Ensure end-to-end customer TAT for submitted applications and maintain quality adherence to target guidelines.
  • •Maintain strict compliance with KYC, FATCA, AML/CTF requirements and record sales activity in daily sales reports and the CRM.

Key Requirements

  • •Any discipline with 2 years sales experience.
  • •Basic knowledge of retail banking products, service policies, and processes.
  • •Confidence, persistence, and strong verbal and written communication skills.
  • •Ability to understand customers’ individual financial circumstances and advise accordingly.
  • •Knowledge of compliance expectations related to customer KYC and relevant banking policies.
Experience:2+ years
Skills:ConfidencePersistenceCommunication
Tech Stack:CRM

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
Glassdoor: 3.3
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