Officer- BDU Portfolio & Insurance
Job details
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We’re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you’ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.
Job Description
The role holder is responsible for selling Balance Transfer, Quick Cash, X-sell (SI, SUPP, and CS), Insurances, Digital on boarding, CASA, KYC, easy buys to existing customers. Ensures optimal level of customer services through telephone sales calls.- Identify and understand the needs of the customer.
- Manages selling of various products to target customer segments in a professional manner.
- Ensures accuracy of information shared with customers.
- Ensures accuracy of all bank forms and documents executed by the customer.
- Ensures optimal utilization of all sales tools and resources.
- Documents and maintains all records of sales activities and provide updates as per requirement.
- Administers all sales process and maintain records for same.
- Ensures assigned sales targets and budgets are met.
- Participates in all departmental meetings and product training.
- Administers and ensures compliance to all sale objectives.
- Monitors all customer queries and ensure timely response to all issues.
- Coordinates with customers to provide various products and facilities and provides information on all required supporting documentation.
- Ensures timely processing of all initiated customer transactions.
- Maintains and updates knowledge on all FAB products and services.
- Maintains knowledge on all competitor products and services and analyses all advantages and disadvantages for various products.
- Adheres to service level targets and coordinates with other departments to meet client service expectations.
- Engages with key stakeholders including Operations, Technology, Branches, and Legal…etc. to deliver timely and effective level of client experience to FAB customers.
- Adherence to the Standard Operating Procedures, Policies, Code of Conduct and Service Standards of the bank
- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are achieved during the course of the year.
- Identifies the training and development requirements for self and agrees on them with the reporting manager to ensure that the required trainings are arranged and attended.
- Strives to achieve the highest levels of proficiency on all the competencies and skills required to perform the role.
- Keeps abreast of professional developments, new techniques and current issues through continued education and professional growth.
- Client satisfaction index
- Adherence to policies, processes, and procedures of FAB
Qualifications
- High school diploma
- Bachelor’s Degree in Business Administration, Finance, Banking or a related major field of study is preferred
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