Assistant Relationship Manager

الوصف الوظيفي
JOB PURPOSE
Responsible for conducting sales of Bancassurance plans provided by 3rd party providers approved by the bank to existing and new to bank customers. This could be via our internal distribution channels (Branches, Home Finance, Employee Banking, Liabilities or digital channels) or it could be via direct sources.
KEY RESPONSIBILITIES/ OUTPUT EXPECTED
Sales
• To meet and exceed personal targets consistently, giving excellent service and providing clear and transparent information to customers
• To ensure targeted customer strategy in place with clear focus on new business acquisition and cross sales
• Achieve quality business growth through sales calling and meetings
• Identify and target new target segments to build the bancassurance book and customer base
• Collaborate with internal partner channels ( branches, home finance, Employee Banking, direct sales, liabilities) to increase lead referrals and business
• Maintain daily activity and call report for all client meeting and calls
• Meet and interview prospective clients to gather data about their personal and financial circumstances and discuss their existing coverage if any and understand their financial and protection goals
• Explain the features, charges, fees of various policies and plans
• Explain the different types of life protection available
• Explain the different types of saving plans available
• Analyze clients current insurance policies and identify if there is a life protection shortfall
• Keep up to date with market competition, industry and regulatory changes and processes

Customer Service
• Consistently promotes a customer excellence philosophy consistent with Noor Bank’s mission, vision and values
• Follows up on customer complaints and queries within the agreed bank TAT
Compliance and Risk
• To ensure adherence and comply with all bank credit, compliance, control and operational processes, policies and procedures
• To ensure that all leads and referrals are captured correctly and updated on the system
• To ensure that customers are given all the correct information to be able to make an informed choice, thus minimizing complaints, claw backs, surrenders/settlements and aiding retention.
Team working and personal development.
• To increase the effectiveness of the branch, HF, Broker, Employee Banking and Liabilities team in sales referrals and service performance through 1) Giving feedback on leads/referrals/ appointments 2) building excellent relationships with the branch team and managers 3) Actively participating in morning huddles
• To support the channel partners in coaching and developing of the sales team.
• To work with your line manager to identify training needs and implement a personal development plan to improve performance within agreed timescales

المهارات
• Bancassurance or financial qualification ( CISI, CII, or home country equivalent)
• 3-5 years’ work experience in this industry
• Excellent interpersonal skills and be able to communicate with clients on the phone and in- person

تفاصيل الوظيفة
منطقة الوظيفة دبي, الإمارات العربية المتحدة
قطاع الشركة البنوك
طبيعة عمل الشركة صاحب عمل (القطاع العام)
الدور الوظيفي المبيعات
نوع التوظيف دوام كامل
الراتب الشهري غير محدد
عدد الوظائف الشاغرة غير محدد
الرقم المرجعي للوظيفة JB3839260
المرشح المفضل
المستوى المهني متوسط الخبرة
منطقة الإقامة الإمارات العربية المتحدة
الشهادة بكالوريوس/ دبلوم عالي

https://www.bayt.com/ar/uae/jobs/assistant-relationship-manager-3839260/