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Insurance Advisor job – Mashreq – Dubai
Insurance Advisor job – Mashreq – Dubai

Insurance Advisor job – Mashreq – Dubai

Insurance Advisor job – Mashreq – Dubai

Key Result Areas

  • Achieve per month Insurance FER (non-public banking) & particular person goal within the monetary 12 months.
  • Acquire, expand and give a boost to Insurance acquisition via efficient dating control according to trade targets.
  • Coach gross sales personnel to pitch Insurance merchandise and accompany them on joint calls to upsell existence merchandise.
  • Manage and expand relationships with new and present Personal Banking shoppers via skilled consultative monetary research.
  • Ensure awesome customer support thereby contributing to the total buyer enjoy of Mashreq.
  • Ensure Customer retention via lively buyer engagement to steer clear of claw backs.
  • Take possession of purchaser grievance on Insurance. Co-ordinate with respective groups and Insurance suppliers for suitable answer.
  • Provide positive and dependable comments on development of: Insurance merchandise, services and products, processes which might both scale back cycle time or prices or reinforce buyer delight.
  • Consistently building up the penetration within the assigned goal corporations by way of assembly KPA requirements.
  • Acting as an exterior non-public touch between the financial institution and its present and doable markets.
  • Handling objections in an effort to getting the client to shop for.
  • Making correct, speedy price calculations and offering shoppers with proper quotations/fees.
  • Record all gross sales actions in Daily Sales Reports and replace CRM for leads and contacts.
  • Participate in all Team Activities like morning huddles, coaching and training, whole obligatory compliance and fraud trainings, Lean & rewards celebrations.

Knowledge, Skills and Experience
  • Through wisdom of goods, services and products insurance policies and processes of retail banking in Mashreq Bank.
  • Post graduate ideally an MBA stage with sturdy numeric abilities and 1-2 years insurance coverage gross sales enjoy.
  • Understanding of purchaser financials.
  • Sales profile that calls for sturdy dating and repair mindset coupled with a powerful persona and communique abilities.


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Mashreq PSC is likely one of the main monetary establishments within the United Arab Emirates (UAE), with overall belongings as of 31 December 2010, of AED…

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