Insurance Specialist.RBG - Insurance Sales.41.Retail Banking Group
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Key skills for this role
About the Role
Mashreq is hiring an Insurance Specialist for its Retail Banking Group in Abu Dhabi to achieve insurance sales targets, acquire customers, and provide superior service. The role involves proactive relationship management, cross-selling, and training frontline staff.
Key Skills for This Role
Responsibilities
- Achieve monthly Insurance FER / Premium & individual target
- Proactively work towards satisfying the needs of the customer through REAC
- Acquire, develop and strengthen Insurance acquisition through effective relationship management
- Contribute to Front line staff through accomplishment of Insurance FER / Premium targets by training and skilling Mashreq Staff
- Manage and develop relationships with new and existing customers through professional consultative financial analysis
- Active sourcing and prospecting of 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 IS responsibility
- Take ownership of customer complaint on Insurance. Co ordinate with respective teams and Insurance providers for resolution
- Be a team player and contribute to achievement of goals based on the Key Performance Indicators
Requirements
- Achieve monthly Insurance FER / Premium & individual target
- Proactively work towards satisfying the needs of the customer through REAC
- Acquire, develop and strengthen Insurance acquisition through effective relationship management
- Contribute to Front line staff through accomplishment of Insurance FER / Premium targets by training and skilling Mashreq Staff
- Manage and develop relationships with new and existing customers through professional consultative financial analysis
- Active sourcing and prospecting of 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 IS responsibility
- Take ownership of customer complaint on Insurance. Co ordinate with respective teams and Insurance providers for resolution
- Be a team player and contribute to achievement of goals based on the Key Performance Indicators
Full Job Posting
Key Result Areas
- Achieve monthly Insurance FER / Premium & 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 staff through accomplishment of Insurance FER / Premium targets by training and skilling Mashreq Staff to confidently promote Insurance products
- Manage and develop relationships with new and existing customers through professional consultative financial analysis
- Active sourcing and prospecting of 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 IS responsibility.
- Take ownership of customer complaint on Insurance. Co ordinate with respective teams and Insurance providers for resolution
- Be a team player and contribute to achievement of goals based on the Key Performance Indicators
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