Job Title

Investment and Insurance Specialist

Department

Direct Supervisor

Area

Sales Manager

Job Purpose

Manage end-to-end investment / insurance sales for Business Banking

Key Result Areas and Responsibilities

• 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.

Operating Environment, Framework and Boundaries, Worki...