Relationship Officer & Team Leader
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Key skills for this role
About the Role
MISAK Commercial Brokers LLC is seeking a motivated Personal Finance Officer & Team Leader to drive customer acquisition and achieve business growth through Personal Finance solutions.
Key Skills for This Role
Responsibilities
- Source and acquire new Personal Finance customers through direct sales, referrals, and corporate channels
- Build and maintain a strong sales pipeline through customer engagement and networking activities
- Achieve monthly sales targets and portfolio growth objectives
- Guide customers through financing solutions and application requirements
- Ensure accurate documentation and seamless processing of finance applications
- Deliver exceptional customer service throughout the financing journey
- Adhere to all regulatory, compliance, KYC, and AML requirements
Requirements
- 1–3 years of UAE banking experience in Personal Finance sales
- Proven track record of achieving sales targets
- Strong communication, negotiation, and relationship management skills
- Good knowledge of UAE banking products, KYC, AML, and compliance requirements
- Bachelor's degree or equivalent qualification preferred
Full Job Posting
Overview
- We are looking for a motivated and results driven Personal Finance Officer to join our growing team.
- The successful candidate will be responsible for driving customer acquisition, building strong client relationships, and achieving business growth through the promotion of Personal Finance solutions.
Key Responsibilities
- Source and acquire new Personal Finance customers through direct sales, referrals, and corporate channels.
- Build and maintain a strong sales pipeline through customer engagement and networking activities.
- Achieve monthly sales targets and portfolio growth objectives.
- Guide customers through financing solutions and application requirements.
- Ensure accurate documentation and seamless processing of finance applications.
- Deliver exceptional customer service throughout the financing journey.
- Adhere to all regulatory, compliance, KYC, and AML requirements.
Requirements
- 1–3 years of UAE banking experience in Personal Finance sales.
- Proven track record of achieving sales targets.
- Strong communication, negotiation, and relationship management skills.
- Good knowledge of UAE banking products, KYC, AML, and compliance requirements.
- Bachelor's degree or equivalent qualification preferred.
Application Instructions
- Interested candidates are invited to submit their CV to dib.tl@misak.ae with subject line: Personal Finance Officer or Personal Finance Team Leader.
- Only shortlisted candidates will be contacted.
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