Insurance Specialist.RBG - Insurance Sales.41.Retail Banking Group

Key Result Areas

• Achieve monthly Insurance FER / Premium & individual target
• Proactively work towards satisfying the needs of the customer through REAC.

Responsibilities

• 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.

Additiona...