Insurance & Investment Specialist

JOB DESCRIPTION 1 Job Title Investment and Insurance Specialist Department Direct Supervisor Area Sales Manager 2 Job Purpose Manage end-to-end investment / insurance sales for Business Banking 3 Key Result Areas and Responsibility Looks for opportunities and harvests all referrals for Investment sales for BB Team Presenting opportunities and value of Investment products to clients of BB. Educate and present Investment ideas, opportunities, need analysis to BB teams Promote the Investment business and generate FER through BB portfolio by cross selling wealth products. Supports primary point of fulfillment of customer cross sell of all Investment Products Business Banking Drive growth of Mashreq Investment Business Responsible for end-to-end sales / service for Investment sales to BB. 5 Operating Environment, Framework and Boundaries, Working Relationships Work with Investment Proposition Team to understand products, markets, opportunities Works with the Business Banking Area Managers, Team Managers, Relationship Managers and all other BB members to generate sales through their client base. Works with the Business Banking central team, team leaders, Account managers and other BB members to generate sales through their client base Will interact with the following teams and others at Mashreq through the Investment Proposition Team: CCAM, DBC, RCO, TCM, TOC, Legal and Compliance 6 Problem Solving Well versed with CPRA (Client Profiling and Risk Analysis) to better understand a client, their profile, their need and their risk. Specialized product knowledge of all investment at Mashreq. Is aware of the Market Developments, new financial products. Knowledge of the Global Economic Scenario and situations of various investment vehicles and Financial Markets Ability to work with GB and BB teams to get referrals for Investment/Insurance needs. Will have to achieve set FER (revenue) targets and other cross sell products. Does regular competitive analysis to understand what is offered in the market and to constantly provide feedback on competition and customer response to processes, products and services 7 Knowledge, Skills and Experience Good communication, profiling, presentation and analytical skills Strong interpersonal skills, team player with ability to coach / train others Good sales skills and knowledge of Investment/Insurance products A Graduate, with at least 6 years of experience in wealth management, preferably in the UAE SCA Certified (UAE R&R and CISI L 3) Job Holder Date Line Manager Date Approved By Date

A Graduate, with at least 6 years of experience in wealth management, preferably in the UAE. SCA Certified (UAE R&R and CISI L3).

Manage end-to-end investment and insurance sales for Business Banking. Identify opportunities and harvest referrals for Investment sales for BB Team. Present opportunities and value of Investment products to clients of BB. Educate and present Investment ideas, opportunities, need analysis to BB teams. Promote the Investment business and generate FER through BB portfolio by cross selling wealth products. Support primary point of fulfillment of customer cross sell of all Investment Products in Business Banking. Drive growth of Mashreq Investment Business. Responsible for end-to-end sales and service for Investment sales to BB. Work with Investment Proposition Team to understand products, markets, opportunities. Collaborate with Business Banking Area Managers, Team Managers, Relationship Managers and other BB members to generate sales through their client base. Interact with CCAM, DBC, RCO, TCM, TOC, Legal and Compliance as part of Mashreq Investment Proposition Team. Conduct CPRA-based client profiling and risk analysis to understand client needs. Stay informed on market developments and investment products; maintain knowledge of global economic scenarios. Achieve FER targets and cross-sell performance; perform competitive analysis and provide feedback on market responses.