banking representative

Enum Digital

Female Banking Sales ExecutiveJob Description:Role Overview:We are seeking a highly motivated, fluent English-speaking Banking Sales Representative to manage outbound sales calls, lead nurturing, and qualification for financial products in the UAE market. Your role will be critical in driving conversions, building rapport with prospects, educating them on product offerings, and ensuring a consistent sales pipeline through effective communication and follow-up.Key Responsibilities:Lead Engagement &amp; Sales Funnel Management:<ul><li>Proactively call and follow up with leads generated through marketing campaigns, referrals, and inbound inquiries.</li></ul><ul><li>Nurture prospects across all funnel stages:</li><li>Cold Prospecting.</li><li>Needs Identification.</li><li>Qualified Leads.</li><li>Product Presentation &amp; Interest Building.</li><li>Conversion to Sales.</li><li>Post-Sales Follow-up.</li></ul><ul><li>Qualify leads by assessing needs, interest level, and purchasing ability before routing to senior sales teams if required.</li><li>Maintain accurate and updated records in CRM systems for pipeline visibility and reporting.</li></ul>Sales &amp; Communication:<ul><li>Conduct scripted and consultative sales calls (English) to:</li><li>Present and explain financial product offerings.</li><li>Answer queries and handle objections.</li><li>Build trust and rapport to move leads closer to conversion.</li><li>Close sales when applicable or schedule next-level discussions.</li></ul><ul><li>Execute multi-channel communication via:</li><li>Phone Calls.</li><li>WhatsApp.</li><li>Email.</li><li>SMS.</li></ul>Personalization &amp; Relationship Building:<ul><li>Customize messaging based on client profile (individual investors, SMEs, corporate decision-makers).</li><li>Adapt communication style depending on audience type and product relevance.</li><li>Provide consistent after-call follow-up to reinforce interest and maintain engagement.</li></ul>Performance Targets:<ul><li>Meet or exceed weekly and monthly sales/lead conversion quotas.</li><li>Consistently achieve KPIs in terms of qualified leads, conversion ratio, and pipeline movement.</li><li>Contribute to overall revenue growth through proactive selling and nurturing.</li></ul>Requirements:<ul><li>Fluent in English (spoken and written).</li><li>Strong communication and interpersonal skills.</li><li>Familiarity with CRM/Google Sheets for updating daily progress.</li><li>Experience in sales calling or customer engagement.</li><li>Ability to work flexible hours especially closer to event dates.</li><li>Professional and pleasant phone manner.</li><li>Experience in communicating with senior professionals is a plus.</li><li>Preferably own visa.</li></ul>Preferred Experience:<ul><li>Previous experience working in sales marketing or lead nurturing campaigns.</li><li>Tele-calling in financial, investment, or consulting sectors is a plus.</li><li>Understanding of funnel-based lead management strategy.</li></ul>Working Hours:<ul><li>Weekdays: 9 AM &ndash; 6 PM (6 days a week)</li><li>Weekends: Saturday will be an alternative or Halfday depending on management call.</li></ul>Job Types: Full-time, PermanentPay: AED3,000.00 - AED4,000.00 per monthApplication Question(s):<ul><li>Do you have your own visa? Yes/ No</li><li>Are you fluent in English (spoken and written)? Yes/ No</li><li>How soon you can join in days?</li><li>Are you willing to work onsite and commute to our office in Business Bay on your own? Yes/ No</li><li>Are you comfortable working flexible hours? Yes/ No</li><li>We must fill this position urgently. Can you start immediately? Yes/ No</li><li>Do you have experience in banking sales calling or customer outreach? Yes/ No</li><li>Will you be able to manage your own visa for the next one months minimum?</li><li>This is a project-based role and salary is AED 3000 plus amazing big commissions. Do you fully agree and accept these terms? Yes/ No</li><li>Are you currently in Dubai, UAE? Yes/ No</li><li>What's your visa status and when is it going to expire?</li></ul>Work Location: In person

Banking Sales Representative

Emirates NBD

<div>
 
 About ENBD
 
 
 
 
 JOB DESCRIPTION
 
 
 
 Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.
 
 
 
 Job Overview:
 
 
 
 As a Personal Banking Advisor (PBA) at Emirates NBD, your role is to offer customers financial guidance, advising on suitable products and services, and assisting with their banking needs. You should provide customers with information on financial products and services and explore opportunities for cross-selling during customer interactions. You should combine meeting financial targets with providing excellent customer service to achieve your customers&rsquo; financial goals.
 
 
 
 Key Responsibilities:
 
 
 
 <ul>
 <li>
 Sales Targets: Achieve individual sales targets and contribute to branch sales goals including loans, credit cards, CASA, and Liabilities
 </li>
 <li>
 Business Growth: Identify opportunities for new payroll company and customer acquisition.
 </li>
 <li>
 Cross sell other products to customers to increase the bank&rsquo;s market share.
 </li>
 <li>
 Participate in customer acquisition events and campaigns.
 </li>
 <li>
 Build and maintain strong relationships with new and existing clients.
 </li>
 <li>
 Ensure all activities comply with internal bank policies, regulatory requirements, and industry standards.
 </li>
 <li>
 Maintain accurate records and documentation.
 </li>
 <li>
 Participate in compliance training and audits.
 </li>
 <li>
 Maintain up-to-date knowledge of personal banking products.
 </li>
 <li>
 Provide expert advice on product features, benefits, and suitability.
 </li>
 <li>
 Conduct training sessions for customers and internal teams on product offerings.
 
 
 </li>
 </ul>
 
 Skills And Experience
 
 
 
 <ul>
 <li>
 Education: Bachelor&rsquo;s degree in business administration, Finance, or a related field.
 </li>
 <li>
 Knowledge: Strong knowledge of personal banking products and services
 </li>
 <li>
 Communication: High level of interpersonal skill. Excellent spoken and written English. Arabic is a distinct advantage but not a requirement.
 
 
 </li>
 </ul>
 
 There&rsquo;s never been a better time to join Emirates NBD.
 
 
 
 We&rsquo;re one of the region&rsquo;s most recognizable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
 
 
 At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.
</div>

Personal Banking Advisor - Dubai

Vistas Global

Job SummaryThe Banking Sales Executive is responsible for promoting and selling the bank&rsquo;s financial products and services, building strong customer relationships, and achieving sales targets. The role focuses on understanding customer needs, providing suitable banking solutions, and ensuring high levels of customer satisfaction while complying with banking regulations.Key Responsibilities<ul><li>Promote and sell banking products such as savings and current accounts, loans, credit cards, insurance, and investment products</li><li>Identify and approach potential customers through referrals, walk-ins, calls, and outreach activities</li><li>Understand customer financial needs and recommend appropriate banking solutions</li><li>Achieve individual and team sales targets on a monthly and quarterly basis</li><li>Build and maintain long-term relationships with new and existing customers</li><li>Explain product features, benefits, terms, and conditions clearly and accurately</li><li>Ensure all sales activities comply with bank policies and regulatory requirements</li><li>Maintain accurate customer records and sales reports</li><li>Handle basic customer inquiries and coordinate with internal teams for service delivery</li></ul>Qualifications &amp; Skills<ul><li>Bachelor&rsquo;s degree in Business, Finance, Economics, or a related field (preferred)</li><li>Previous experience in sales, banking, or financial services is an advantage</li><li>Strong communication and interpersonal skills</li><li>Customer-focused with a persuasive and confident approach</li><li>Ability to meet sales targets and work under pressure</li><li>Basic knowledge of banking products and financial concepts</li><li>Good organizational and time-management skills</li><li>Proficiency in MS Office and basic banking systems</li></ul>Job Type: Full-timePay: QAR7,000.00 - QAR10,000.00 per monthApplication Question(s):<ul><li>Do you agree with the salary bracket provided (7,000 QAR - 10,000 QAR)?</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Banking or Banking Sales: 2 years (Required)</li></ul>Language:<ul><li>Arabic (Required)</li></ul>

Personal Banking

Doha Bank

We are seeking a dynamic and results-driven Call Center Agent with a background in corporate banking to join our team.Must have a transferrable QID, experience in corporate banking in Qatar only.<ul><li>- Identify, target, and acquire new corporate clients to expand the company&rsquo;s customer base.</li><li>- Establish and maintain strong, long-term relationships with corporate clients through regular, face-to-face meetings and follow-up activities.</li><li>- Promote and sell corporate banking products and services, including loans, credit facilities, cash management, and other tailored financial solutions.</li><li>- Meet or exceed monthly, quarterly, and annual sales targets as set by the management.</li><li>- Conduct financial needs analysis for each client to provide appropriate solutions that align with their business objectives.</li><li>- Stay informed about industry trends, competitor activities, and market opportunities to provide valuable insights to clients and contribute to the strategic growth of the corporate banking division.</li></ul>Qualifications:<ul><li>Must have high school or bachelor&rsquo;s degree.</li></ul>Job Type: Full-timeExperience:<ul><li>Corporate banking: 1 year (Required)</li></ul>Work Location: In person

Call Center Agent with Corporate Banking Experience

Avant

<div>Avant is looking for a motivated, experienced product counsel (banking) to join our legal regulatory team. Our new regulatory attorney will build strong relationships among teammates and business partners and will collaborate closely with product managers and cross-departmental leadership to provide guidance on Avant-branded banking products.
What you'll do at Avant:<ul><li>
Help build a best-in-class digital platform and advise on Avant&rsquo;s suite of financial product offerings, focusing on our banking program.</li><li>
Serve as a subject matter expert on fintech regulatory issues and providing guidance on banking products, including consumer protection, payments, and money transmission laws and licensure.</li><li>
Partner with Avant business teams to provide legal, business, and strategic advice on the development and launch of new products, features and changes to existing products.</li><li>
Advise on Banking-as-a-Service (BaaS) partnerships and support relationships with partner banks, federal and state regulators (e.g., CFPB, OCC, FDIC), and payment networks.</li><li>
Ensure compliance with applicable federal and state laws, in close collaboration with colleagues in the legal and compliance teams.</li><li>
Draft and review consumer-facing disclosures, terms of service, and marketing materials for banking products to ensure compliance with all applicable regulations.</li><li>
Monitor new legislation and changes to existing legislation that have the potential to impact Avant&rsquo;s business, and stay apprised of the regulatory environment.</li><li>
Work cross-departmentally with business stakeholders and members of Avant&rsquo;s leadership team.</li><li>
Work closely with Compliance Department staff to provide legal guidance and interpretations in connection with the Compliance Management System&rsquo;s functions (e.g., Advisory, Testing, BSA/AML, Risk Assessments).</li><li>
Respond promptly to a wide range of complex legal requests and coordinate closely with legal department colleagues to ensure the swift delivery of smart, practical advice.</li><li>
Operate in a fast-paced, demanding environment and manage multiple projects to meet Avant&rsquo;s strategic goals.</li><li>
Other tasks as assigned.</li></ul>
Why you&rsquo;re a fit at Avant:<ul><li>
J.D. degree with 4-6+ years of legal experience practicing in financial services regulatory law.</li><li>
Experience in-house with a consumer financial services business or a fintech company highly preferred.</li><li>
Direct experience supporting consumer banking products and providing legal advice on fintech partnerships.</li><li>
Direct experience working with federal and state regulators (e.g., CFPB, OCC, FDIC, and state banking departments) is highly preferred.</li><li>
Experience working with cross-functional teams.</li><li>
Familiarity with laws and regulations applicable to Avant and financial services, including the Dodd-Frank Act, UDAAP, GLBA, FCRA, EFTA (Regulation E), TISA (Regulation DD), BSA/AML, money transmission laws (MTLs), and payment network rules.</li><li>
Excellent judgment, clear communication, and business pragmatism.</li><li>
Intellectual curiosity and flexibility.</li><li>
Team-oriented and collaborative.</li><li>
Superior organizational and project management skills.</li><li>
Active and in good standing in one State Bar in the United States.</li><li>
Ability to obtain a legal license in good standing in the state of Illinois, e.g., Illinois Board of Admissions, Rule 716 Limited Admission of House Counsel or Rule 705 - Admission on Motion General Information.</li></ul>
This role is based on our downtown Chicago Office, located in the Merchandise Mart. We highly value collaboration and our hybrid schedule (M, T, Th in-office) enables flexibility to balance work and individual priorities.
Compensation Range:
The base salary range for this job is USD $150,000 - USD $190,000 / Year
Employees new to Avant typically come in below the midpoint of the pay range. The compensation range is based on the level outlined in the job posting, and compensation decisions are dependent on each applicant's experience, skills and abilities.
[If an outstanding applicant's experience and skill level is above or below the qualifications outlined in the job posting, we reserve the right to make an offer at a different level than the one listed in this job posting, which may have a different compensation range.]
This role is eligible for additional incentives, including an annual bonus. These rewards are allocated based on level, impact and performance in the role.
Our benefits include:<ul><li>
Choice of great Medical, Dental, and Vision Insurance Plan options</li><li>
401(k) match</li><li>
Flexible Time Off</li><li>
Flexible Work Environment - (i.e. Mon/Tues/Thurs in-person)</li><li>
Generous Paid Parental Leave, Adoption Assistance and Post-parental leave ramp-up program</li><li>
Lunch Allowance (Fooda) and In-office Snacks</li><li>
Summer Fridays</li><li>
Fun In-Office and Virtual Social Events</li><li>
And who doesn&rsquo;t love the swag</li></ul>
Check out our Avant Blog!
We believe that a diverse set of backgrounds and experiences helps us create the most innovative solutions for our customers. We invite you to apply to our positions even if you do not meet 100% of the qualifications listed in the description. If you&rsquo;re passionate about our mission and aligned to our values, we hope you&rsquo;ll come contribute to our awesome culture.
Why Avant is the place for you:
At Avant, we believe our values make a difference:
Authenticity. We show up to work as our whole selves and make sure others can too.
Collaboration. We can only succeed when we do so as a team.
Problem-Solving. The harder the problem, the more satisfying the solution.
Customer. We are all owners of the customer experience.
Initiative. Plan. Adapt. Get Sh!t Done.
We believe that great ideas come from anyone and anywhere, that everyone is an owner who drives change, and that we have more fun when we work together. We're problem solvers who love collaborating with intelligent and highly-motivated people to reshape the face of digital banking. Avant offers terrific perks and benefits, fun social events with employees who actually like hanging out together, and a flexible growth environment where trying your hand at new projects and being the active owner of your career path is encouraged and supported.
To learn more about how Avant collects and uses your personal information, please see the Avant Privacy Policy.</div>

Product Counsel, Banking

Moody's

The position involves selling a wide range of Moody's solutions within the Banking, Insurance, Asset Management, and Private Banking segments. There is significant potential to deliver complex solutions leveraging Moody's platforms, data, and analytics offerings across various domains, including Supply Chain, AI, KYx, as well as Credit, Cyber, and Climate use cases.
Identify, develop, and seize opportunities to expand Moody's enterprise-scale solutions to prospective customers, working collaboratively with colleagues across the organization and industry to achieve objectives. While the role may involve limited account management responsibilities, it will primarily focus on acquiring new business. The initial territory includes the Middle East, excluding KSA, Egypt, Kuwait, and Turkey.
Selling Moody's enterprise offerings to prospective customers in the Banking, Insurance, Asset Management, and Private Banking sectors.
Driving strategic engagement and fostering commercial relationships with key customers to ensure successful delivery of Moody's solutions.
Establishing C-suite dialogue and relationships to deliver enterprise propositions tailored to customers' strategic needs.
Identifying new opportunities through strategic projects to scale business with core customers.
Developing, executing, and tracking strategic account plans, including forecasts and key performance indicators.
Leveraging deep sector insights to uncover opportunities and address risks for customers.
Sharing feedback and market intel with internal segments and management.
This position offers a dynamic work environment, requiring up to 50% travel to engage with clients face-to-face, while also providing the flexibility of hybrid working.

Director - Sales Representative (Middle East - KYC Banking Segment)

Zahrat Allawz Trading LLC

Job description VacancyPosition: Direct Sales Agent - Banking Location: SalalahRole &amp; Responsibilities:<ul><li>Identify and understand the need of the Customer.</li><li>Ensure Customer profile falls within focus segment.</li><li>Sell the Products proactively to new/prospective customers.</li><li>Obtain relevant documents on all products sold, e.g. identity document.</li><li>Ensure timely submission of weekly sales activity reports to Sales Manager.</li><li>Participate in weekly/monthly sales performance review meetings.</li><li>Maintain accurate records of all sales activities, budget achievements and cross-sell referrals.</li><li>Cross-sell opportunities identified should be referred to the Sales Manager.</li><li>Ensure accuracy of all forms and documents executed by the Customer.</li><li>Update call memo on a daily basis.</li><li>Ensure assigned sales target and budgets are met.</li><li>Participate in tactical sales/marketing activities.</li></ul>Experience and Qualifications:<ul><li>Experience: 2* Year Sales Experience*</li><li>Qualification: (Diploma / Graduation Degree)</li></ul>Preferred Skills:<ul><li>MS office.</li><li>Preparing Reports.</li><li>Excellent Communication Skills</li></ul>Job Type: Permanent &amp; ContractNationality: Omani Nationals Only (Male Candidates preferred)Please send your updated CV with your preferred location only into hrservices@bpoplus.me Or WhatsApp +968 97930331Job Types: Full-time, Contract, PermanentJob Types: Full-time, Permanent, ContractEducation:<ul><li>Diploma (Required)</li></ul>Experience:<ul><li>Banking Sales: 1 year (Required)</li></ul>

Direct Sales Agent - Banking

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