Insurance Specialist.BCA

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Insurance & ActuarialExperience: 6-8 yearsSkills: ["Communication","Analytical skills","Interpersonal skills","Client profiling","Continuous improvement"]

Manage end-to-end insurance sales for Business Banking clients, delivering a seamless customer journey. Generate financial referrals and present tailored investment and insurance solutions through cross-selling wealth products. Profile customers using client profiling and risk analysis (CPRA), educate Business Banking teams on I&I opportunities, and support cross-selling of insurance products. Track market trends, handle insurance-related customer complaints with relevant teams, and work toward revenue targets.

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FursaFursa
Mashreq
Mashreq
1 week ago

Insurance Specialist.BCA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Manage end-to-end insurance sales for Business Banking clients, delivering a seamless customer journey. Generate financial referrals and present tailored investment and insurance solutions through cross-selling wealth products. Profile customers using client profiling and risk analysis (CPRA), educate Business Banking teams on I&I opportunities, and support cross-selling of insurance products. Track market trends, handle insurance-related customer complaints with relevant teams, and work toward revenue targets.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Manage end-to-end insurance sales for Business Banking, ensuring a seamless customer journey.
  • •Generate financial referrals and present investment and insurance products to Business Banking clients.
  • •Profile customers to understand needs and provide tailored solutions.
  • •Promote investment and insurance business through cross-selling wealth products and support customer cross-selling for insurance products.
  • •Provide market updates and trend analysis, handle insurance-related customer complaints, and coordinate with relevant teams to achieve revenue targets.

Key Requirements

  • •6-8 years of experience in insurance sales with a graduate degree, preferably in the UAE.
  • •Excellent communication, profiling, presentation, and analytical skills.
  • •Strong interpersonal skills with the ability to work as a team player, coach, and train others.
  • •Knowledge of global economic trends, investment vehicles, and financial markets; ability to perform client profiling and risk analysis (CPRA).
  • •Specialized product knowledge of Mashreq’s investment and insurance products, plus willingness to obtain CII, Shariah certifications, and Bancassurance internal certifications.
Experience:6-8 years
Skills:CommunicationAnalytical skillsInterpersonal skillsClient profilingContinuous improvement
Certifications:CIIShariah CertificationsBancassurance product internal certifications

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
WebsiteLinkedInGlassdoor