Mashreq Bank
Business Development Officer - SME - Sales
🇦🇪 UAE, UAE🏢 On-site
Business DevelopmentSME BankingSalesKYCAMLCRMBancassuranceForeign Exchange
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Mid-Level
- Type
- Full-time
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- The Key Performance Indicators (KPI) for this role include:
- Sourcing new to business banking current accounts
- Ensuring the account is funded as per expectations defined in KPI
- Generate Fee income for the bank including:
- Foreign Exchange
- Trade
- Bancassurance
- Deposits
- Prospect in targeted markets that require meeting standards in phone calls and face-to-face visits.
- Present and sell all business banking products & services to potential customers in an ethical structured & professional manner.
- Achieve monthly sales targets in the financial year.
- Maintaining and developing relationships with customers to enhance the cross-sell opportunities.
- Adhere to Bank's KYC & AML policy.
- Ensure that the KYC guidelines are adhered while onboarding the business banking customers
- Conducting micro marketing activities that include participation in various Business Banking events and other direct marketing activities.
- Handling objections with a view to increase take-up rates.
- Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
- Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.
Requirements
- •Ability to source new to business banking current accounts
- •Ability to generate fee income from FX, Trade, Bancassurance, and Deposits
- •Proficiency in phone calls and face-to-face visits
- •Knowledge of KYC and AML policies
- •Ability to handle objections to increase take-up rates
- •Ability to record sales activities in CRM
Responsibilities
- •Prospect in targeted markets to meet standards
- •Present and sell all business banking products and services ethically
- •Achieve monthly sales targets in the financial year
- •Maintain and develop customer relationships for cross-sell opportunities
- •Ensure KYC guidelines are adhered to during onboarding
- •Conduct micro marketing activities and participate in business banking events
- •Record all sales activities in Daily Sales Reports and update CRM
- •Participate in team activities, training, and mandatory compliance sessions
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Spot the Problem
- Find what's costing you interviews at Mashreq Bank
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $5.88 one-time.
GCC Info
Company
Mashreq Bank
5000+ employees
Mashreq Bank offers a wide range of banking products and services, including retail, corporate, and investment banking. It serves individuals and businesses across the UAE and internationally.