الملخص
تعلن First Abu Dhabi Bank عن وظيفة مستشار للتأمين المصرفي ضمن فريق المبيعات الميدانية في دبي. تشمل المهام تحقيق أهداف المبيعات، واستقطاب عملاء جدد، والترويج للمنتجات الأساسية وبيع منتجات البنك الإضافية، إلى جانب بناء علاقات فعّالة مع العملاء. ويتولى شاغل الوظيفة مراجعة طلبات العملاء ومستنداتهم، ومتابعة النواقص، والمشاركة في الأنشطة الترويجية، ورفع تقارير المبيعات وملاحظات السوق. يشترط مؤهل الثانوية العامة، وتُفضّل الشهادة الجامعية، مع خبرة من سنة إلى سنتين في بيع المنتجات المصرفية أو في القطاع المالي.
نص الإعلان
كما نُشر على bankfab.com. نقلناه من موقع صاحب العمل ونعرضه بنصّه الأصلي.
Promote Core Product and cross sell other FAB products within the assigned Business Territory (field sales) against set financial targets
Responsibilities
Core Responsibilities
- To achieve or exceed agreed core product sales targets to build new customer base for FAB
- To promote the sales of Core Product in assigned area or work
- To build and maintain effective business relationship with customers
- To assist in conducting promotional activities, meetings and road shows in the assigned area to achieve the budgeted sales volume
- To ensure the submitted customer applications and documentations are complete and error free
- To follow up for Document discrepancies which have been approved as deferrals
- Minimize errors and act upon them for correction and re-submission if any
- To provide sales MIS to Team Leader on regular basis
- To provide ongoing customer / market feedback to Team Leader to improve business
- To provide Sales DSR to Sales Manager on Regular Basis
- To ensure high level of customer service while handling business proceedings
- To adhere code of conduct & ethics while performing required duties especially while doing the Authentications of KYC documents
- To capitalize on-cross selling opportunities
- To perform duties of Team Leader in his absence if assigned so
- To recommend customer applications which are considered good credit risk and as per FAB policy
- Requires good convincing and negotiating skills in view of complexity in the relevant product
- Be aware of competition and suggest changes for product improvements
- Maintain effective business relationship with all branches and internal departments
- To ensure that routine problems and complaints are handled professionally and only minimal significant issues are escalated to Team leader
- To be vigilant on identifying fraudulent activities/ unethical incidents while handling business requirements, any concerns should be addressed to Line manager immediately
- Maintain Effective Relationships with teammates and supervisors
- To ensure that the product information shared with the customer is accurate
KEY PERFORMANCE INDICATORS, SKILLS AND COMPETENCIES
- Service excellence, good knowledge of FAB retail products
- Adherence to policies, processes, and procedures both internally and externally
- Competitive awareness and benchmarking
Multicultural awareness
Portfolio growth
Be always Customer Obsessed
Proactive
Strong Sales skills
Customer sales targets
Client satisfaction index
Qualifications
- High school diploma or Preferably University degree
- Desirable to have a sales diploma or certification
- 1 to 2 years’ experience in selling banking products or in a financial industry