Mashreq
United Arab Emirates
Insurance Specialist.BCA
Confirmed · 3h agoVisa not specifiedPosted Aug 3
Last re-checked
3h ago · still live
Salary
Not disclosed
The employer did not publish a range on their listing.
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As an Insurance Specialist, you will play a crucial role in MashreqBank's Retail Banking Group, specifically in the BCA Insurance department. Your primary focus will be on managing insurance sales for Business Banking, ensuring an exceptional customer experience, and contributing to the bank's overall financial goals. This role involves close collaboration with various teams, including the I&I department, Investment Proposition Team, and other key stakeholders.
- A graduate degree with a minimum of 6-8 years of experience in insurance sales, preferably in the UAE.
- Excellent communication, profiling, presentation, and analytical skills.
- Strong interpersonal skills and the ability to work as a team player, coach, and train others.
- Knowledge of global economic trends and various investment vehicles and financial markets.
- Ability to conduct client profiling and risk analysis (CPRA) to understand client needs.
- Specialized product knowledge of all investment and insurance products offered by Mashreq.
- Experience in working with BB teams to generate referrals for investment/insurance needs.
- Passionate about providing unbiased, competent, and timely financial services.
- Willingness to obtain CII, Shariah Certifications, and Bancassurance product internal certifications.
- A results-driven approach and a commitment to continuous improvement.
- Manage end-to-end insurance sales for Business Banking, ensuring a seamless customer journey.
- Generate financial referrals and present investment and insurance products to BB clients.
- Profile customers to understand their needs and provide tailored solutions.
- Promote investment and insurance business through cross-selling wealth products.
- Educate BB teams on I&I opportunities and conduct need analysis.
- Support customer cross-selling for all insurance products in Business Banking.
- Provide regular market updates, trend analysis, and upselling/cross-selling opportunities to clients.
- Handle customer complaints related to insurance and coordinate with relevant teams for resolution.
- Work closely with I&I and Investment Proposition teams to understand products and market opportunities.
- Achieve set revenue targets and maintain a strong understanding of global economic scenarios and investment vehicles.
