Mashreq Corporate & Investment Banking Group
• Achieve monthly sales targets of the TEAM. • Identify and develop opportunities to maximize penetration in key SME Markets. • Ensure staff achieves all KPI and KPA standards that include phone calls and face-to-face visits besides monthly financial targets. • Control daily activity i.e., Calls, Appointments, Meetings, Closures, References, Cross Sells of all the team members to achieve targeted sales numbers for the team. • Coach staff by joint visits, train on product, KYC & AML Policy, upskill staff on sales objections and presentations. • Adhere to Bank's KYC & AML policy. • Ensure that team understand the KYC guidelines while onboarding the business banking customers. • Present and sell all business banking products & services to potential customers in an ethical structured & professional manner. • Maintaining and developing relationships with existing customers to enhance the cross-sell opportunities. • Acting as an external personal contact between the bank and its existing and potential markets. • Conducting micro marketing activities that include participation in various SME events and other direct marketing activities. • Record keeping of all sales activities in Daily Sales Reports and update CRM for leads and contacts. • Ensure Team participation in all activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations. Show more Show less
Achieve monthly sales targets of the TEAM; Identify and develop opportunities to maximize penetration in key SME Markets; Ensure staff achieves all KPI and KPA standards that include phone calls and face-to-face visits besides monthly financial targets; Control daily activity i.e., Calls, Appointments, Meetings, Closures, References, Cross Sells of all the team members to achieve targeted sales numbers for the team; Coach staff by joint visits, train on product, KYC & AML Policy, upskill staff on sales objections and presentations; Adhere to Bank's KYC & AML policy; Ensure that team understand the KYC guidelines while onboarding the business banking customers; Present and sell all business banking products & services to potential customers in an ethical structured & professional manner; Maintaining and developing relationships with existing customers to enhance the cross-sell opportunities; Acting as an external personal contact between the bank and its existing and potential markets; Conducting micro marketing activities that include participation in various SME events and other direct marketing activities; Record keeping of all sales activities in Daily Sales Reports and update CRM for leads and contacts; Ensure Team participation in all activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.
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