Insurance and Investment Advisor

دوام كامل في a Laimoon Verified Company في UAE
نُشرت يوم October 12, 2024

تفاصيل الوظيفة

Job Purpose:

To provide Mashreq Bank customer's financial services which exceed the customer's expectations by delivering an unbiased, competent, timely and seamless service.

Key Result Areas:

Achieve monthly Insurance FER (Business Banking) & individual target

Proactively work towards satisfying the needs of the customer through REAC

Acquire, develop and strengthen Insurance acquisition through effective relationship management in accordance with business goals

Contribute to Front-line of Branch staff through accomplishment of Insurance FER targets by training and skilling SSOs to confidently promote OTC Insurance products

Manage and develop relationships with new and existing Personal Banking customers through professional consultative financial analysis

Active sourcing and prospecting of Personal Banking customers for Wealth Insurance products

Up selling, cross-selling, providing regular market information updates and trend analysis

Ensure superior customer service thereby contributing to the overall customer experience of Mashreq

Profile each and every customer met to understand their needs. Customer retention is also the SSOs responsibility

Improve on service levels at the branches

Take ownership of customer complaint on Insurance. Coordinate with respective teams and Insurance providers for resolution

Be a team player and contribute to achievement of goals based on the Key Performance Indicators, in the Branch. Also to support and coach new staff to make easier their assimilation in the MB family

Provide constructive and constant feedback on improvement of:

Insurance products, services, processes which may either reduce cycle time or costs or enhance customer satisfaction

Minimizing Insurance attrition

Customer acquisition through sales to walk-ins and through tracking the activities viz. Contacts to Appointments kept and Appointment kept to Sales

Increasing share of wallets of high risk customers to prevent an easy exit

Meeting with the set service standards (indicators and surveys)

Ownership of customer complaints

Reduction of PIR

Contribute towards acceptable audit rating for the Branch

Knowledge, Skills And Experience:

University Graduate

CISI Certification holder

3-5 years of experience in the same field

The job holder will have to possess the following skills: Problem Solving skills, Communication skills, Interpersonal skills, Ability to work under pressure, Computer literacy

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