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banking sales officer

Early Approve Commercial Broker

We are seeking a dynamic and results-driven Sales Officer to promote and sell banking products such as credit cards, personal loans, and accounts. The ideal candidate will be responsible for generating leads, closing sales, and achieving monthly targets through direct customer interaction.Reporting person: Mr NAWAZ.Key Responsibilities:<ul><li>Promote and sell banking products (e.g., credit cards, personal loans, savings/current accounts).</li><li>Conduct direct sales activities including outdoor marketing, cold calling, and lead generation.</li><li>Meet assigned sales targets on a monthly basis.</li><li>Maintain relationships with customers to ensure high levels of satisfaction and referrals.</li><li>Educate customers on product features, benefits, and compliance requirements.</li><li>Collect and verify required documentation from customers for application processing.</li><li>Requirements:</li><li>Proven experience in direct sales, preferably in the banking or financial services industry.</li><li>Strong communication and negotiation skills.</li><li>Ability to work under pressure and meet sales targets.</li><li>Customer-focused with a professional attitude.</li><li>Basic understanding of banking products and processes.</li><li>Banking sales experience from your home country will also be considered an added advantage.</li><li>Compensation will be aligned with experience, along with a rewarding incentive structure</li></ul>Job Types: Full-time, PermanentJob Types: Full-time, Permanent

SALES OFFICER - BANKING

We are looking for a skilled and motivated Personal Loan or Sales Officer with solid UAE experience in banking or financial sales. The ideal candidate will be responsible for sourcing, evaluating, and processing personal loan applications while ensuring compliance with bank policies.Key Responsibilities<ul><li>Source potential clients through cold calling, referrals, existing networks,and Field visit.</li><li>Promote personal loan products and explain features, benefits, and eligibility criteria to customers.</li><li>Verify customer documents and ensure accurate completion of application forms.</li><li>Meet monthly sales targets and contribute to team performance.</li><li>Maintain strong relationships with customers to ensure repeat business and referrals.</li><li>Coordinate with the backend operations team for application processing.</li><li>Stay updated with bank guidelines, credit policies, and product knowledge.</li><li>Ensure compliance with UAE Central Bank regulations and company standards.</li></ul>Requirements<ul><li>Minimum 1&ndash;2 years of UAE experience in personal loans, banking sales, or financial services.</li><li>Strong communication and persuasive sales skills.</li><li>Proven track record of achieving sales targets.</li><li>Knowledge of UAE banking/credit guidelines.</li><li>Ability to work independently and in a team.</li><li>Excellent customer service and negotiation skills.</li><li>Immediate joiners preferred.</li></ul>Benefits<ul><li>Salary: Based on experience.</li><li>Attractive incentive structure &ndash; high earnings potential.</li><li>Career growth opportunities within the company.</li><li>Only applicants with prior UAE banking experience will be considered.</li></ul>Job Types: Full-time, PermanentPay: AED4,000.00 - AED7,000.00 per month

Relationship Officer-Banking

Personal loan/ Sales officer-Banking

United Arab Bank

<div>
 
 
 Job Purpose
 
 :
 
 
 
 
 
 The Sales and Service Officer plays a key role in driving UAB&rsquo;s Retail Banking growth by acquiring new customers, cross-selling products, meeting targets for Credit Cards, Loans, Top-ups, Islamic Finances and onboarding new customers. The role ensures excellent customer service and contributes to a positive customer experience by addressing inquiries and resolving issues promptly, while promoting the bank&rsquo;s products and services as appropriate, and maintaining compliance with CPR regulations ensuring the overall success of branch banking services.
 
 
 
 
 
 
 Principal Accountabilities
 
 :
 
 
 
 
 
 
 Customer Service
 
 :
 
 
 Deliver high-quality, courteous, and efficient service to customers, ensuring a positive banking experience. Act as the first point of contact, providing a professional and welcoming environment. Address customer inquiries, resolve issues promptly and escalate complex concerns to appropriate channels as needed, while promoting the bank&rsquo;s products and services. Treat customers fairly and ensure to adherence to CPR regulation and specially handling people of determination and customer complaints.
 
 
 
 
 
 
 Account Maintenance
 
 :
 
 
 Provide full account services including assisting with account opening, closure, KYC updates, loan/financing settlements, credit card cancellations and handling ATM related inquiries and requests to ensure all documentation is accurate and complete while delivering exceptional service across all banking products and services.
 
 
 
 
 
 
 Product Knowledge
 
 :
 
 
 Maintain comprehensive up to date knowledge of the bank&rsquo;s full range of products and services, including loans/financings, credit cards, deposits, insurance, digital banking and Islamic banking solutions. Understand product features, benefits, terms, and eligibility criteria to effectively address customer inquiries and provide personalized recommendations. Stay informed about new product launches, policy updates and market trends to proactively meet customer needs and contribute to achieving branch targets. Collaborate with colleagues to share insights and ensure consistent messaging about the bank&rsquo;s offerings.
 
 
 
 
 
 
 Customer Retention
 
 :
 
 
 Build and maintain strong relationships with customers by delivering exceptional service and addressing their needs effectively and act as a trusted advisor offering guidance on financial decisions and ensuring customers feel valued and supported, contributing to higher retention rates. Proactively follow up on customer feedback, resolve issues promptly to enhance their overall experience and loyalty. Educate customers about value added services and alternative channels, such as mobile banking and self-service options to improve customer satisfaction.
 
 
 
 
 
 
 Complaint Resolution
 
 :
 
 
 Handle customer complaints professionally and efficiently by actively listening, understanding their concerns and providing timely solutions. Ensure all complaints are resolved in line with bank policies and escalate complex issues to the appropriate department when necessary. Maintain clear communication with customers throughout the resolution process to ensure their satisfaction and reinforce trust.
 
 
 
 
 
 
 Compliance and Risk Management
 
 :
 
 
 Ensure strict compliance with bank policies, procedures, and regulatory requirements, including all Central Bank regulations, to protect customer information and assets. Identify and report suspicious transactions or potential fraud in line with the bank&rsquo;s anti-money laundering (AML), know your customer (KYC), and risk management procedures. Adhere to all guidelines to ensure timely account or asset closures and meet the required turnaround time (TAT). Ensure compliance to CBUAE regulations at all times as applicable.
 
 
 Compliance and Adherence to Consumer Protection Regulation and Standards:
 
 <ul>
 <li>
 Ensure that CPR guidelines are being followed 100% at all times. Any breach identified is reported to Head of Consumer Protection immediately.
 </li>
 <li>
 Ensure all trainings related to CPR are completed. This also includes Islamic banking and Sharia training.
 </li>
 <li>
 Ensure adherence to the guideline for people of determination and vulnerable people.
 </li>
 <li>
 Ensure customer complaints are logged and resolved on timely basis.
 </li>
 </ul>
 
 
 
 
 
 Record Keeping and Documentation
 
 :
 
 
 Maintain accurate records of transactions and ensure proper documentation of all activities. Follow internal procedures for filing and reporting as per the bank&rsquo;s standards for audits and compliance.
 
 
 
 
 
 
 Cross-Selling and Recommendation
 
 :
 
 
 Identify customer needs and recommend the bank&rsquo;s products and services that may enhance the customer&rsquo;s banking experience. Refer customers to branch manager or specialized departments when appropriate.
 
 
 
 
 
 
 Team Collaboration
 
 :
 
 
 Work collaboratively with branch staff to support overall branch operations and customer satisfaction. Communicate effectively with team members, sharing insights and information to improve processes and address any customer issues collectively. Foster a positive work environment by supporting colleagues and contributing to a team-focused culture.
 
 
 
 
 
 
 Continuous Improvement
 
 :
 
 
 Actively participate in training and development programs to enhance knowledge of bank products, policies, and customer service standards. Provide feedback to improve processes and customer service delivery with an emphasis on compliance, risk management, and customer protection.
 
 
 
 
 
 
 Technology Proficiency:
 
 
 
 Efficiently use the bank&rsquo;s digital platform efficiently to process transactions and manage customer queries, ensuring high productivity and service efficiency. Actively promote alternative channels such as the digital lobby, mobile banking and internet banking to enhance the customer experience and encourage customers to adopt convenient banking solutions.
 
 
 
 
 
 
 Job Requirement (Qualification/Experience)
 
 :
 
 
 
 
 <ul>
 <li>
 A Bachelor&rsquo;s Degree in Business Administration, Finance, Accounting or related field.
 </li>
 <li>
 Additional certifications in banking or customer service.
 </li>
 <li>
 Minimum 2- 3 years of experience in a retail banking or branch banking environment.
 </li>
 <li>
 Proven track record in customer service and sales roles.
 </li>
 <li>
 Strong interpersonal and communication skills.
 </li>
 </ul>
 
 
</div>

Sales & Service Officer, Branch Banking - Dubai, Retail Banking

Sharaf DG

<div>
 
 
 
 Job Description
 
 
 
 
 
 
 
 
 Sales &amp; Business Development:
 
 
 
 
 Promote and sell credit cards, personal loans, and other banking products to potential customers.
 
 
 
 Identify and approach prospective clients through various sales channels, including field sales,
 
 
 
 Conduct face-to-face meetings and presentations to explain product features, benefits, and terms.
 
 
 
 Meet and exceed assigned sales targets and key performance indicators (KPIs).
 
 
 
 
 Lead Generation &amp; Customer Acquisition:
 
 
 
 
 Generate leads through networking, events, and customer referrals.
 
 
 
 Assess customer needs and recommend suitable banking products.
 
 
 
 Follow up with potential clients to ensure successful conversions.
 
 
 
 
 Customer Relationship Management:
 
 
 
 
 Build and maintain strong relationships with customers to ensure satisfaction and loyalty.
 
 
 
 Provide excellent customer service and address inquiries or concerns promptly.
 
 
 
 Educate customers on responsible credit usage and financial management.
 
 
 
 
 Compliance &amp; Documentation:
 
 
 
 
 Ensure all sales activities comply with bank policies, regulatory guidelines, and ethical standards.
 
 
 
 Collect and verify required customer documents for applications.
 
 
 
 Maintain accurate records of customer interactions and sales transactions.
 
 
 
 
 Market &amp; Competitor Analysis:
 
 
 
 
 Stay updated on banking products, promotions, and competitor offerings.
 
 
 
 Provide insights and feedback to improve sales strategies and product offerings.
 
 
 
 
 
 Requirements
 
 
 
 
 Qualifications &amp; Skills:
 
 
 
 
 
 Education &amp; Experience:
 
 
 
 
 Bachelor&rsquo;s degree in Business, Finance, Marketing, or a related field (preferred).
 
 
 
 1-3 years of sales experience in banking, financial services, or related industries.
 
 
 
 Experience in selling credit cards, loans, or banking products is a plus.
 
 
 
 
 Skills &amp; Competencies:
 
 
 
 
 Strong sales and negotiation skills with a persuasive approach.
 
 
 
 Excellent communication and interpersonal abilities.
 
 
 
 Goal-driven, self-motivated, and able to thrive in a target-oriented environment.
 
 
 
 Ability to handle customer objections and convert leads into sales.
 
 
 
 Proficiency in CRM software and Microsoft Office Suite.
 
 
 
 PREFERRED FEMALES
 
 
 
 
 
</div>

Sales Executive

Emirates Islamic

<div>We are looking for dynamic individuals to join our Priority Banking Team
Organization Unit Purpose
Priority Banking manages affluent customer relationships and provides the full range of products and services to meet their financial needs. The division focuses on acquiring, onboarding, and growing customers with Priority Banking eligibility.
Job Purpose
The role is responsible for driving new client acquisition and promoting Priority Banking products and services. The role focuses on expanding the high-value client base, increasing revenue through tailored solutions, and ensuring an exceptional customer experience. This position requires strong sales capability, product knowledge, relationship-building skills, and adherence to compliance and risk guidelines.
Job Content
<ul><li>Proactively engage in sales activities to acquire Priority Banking clients.
</li><li>Promote and cross-sell a full range of Priority Banking products (accounts, cards, investments, etc.).
</li><li>Develop and execute sales strategies to achieve monthly and quarterly business targets.
 
Maintain robust knowledge of Priority Banking value proposition, benefits, and eligibility criteria.
</li><li>Ensure accurate customer profiling for Priority Banking onboarding.
</li><li>Identify, qualify, and secure new high-value clients eligible for Priority Banking.
</li><li>Build and maintain a strong sales pipeline to ensure consistent acquisition.
</li><li>Conduct market research to identify new business opportunities and potential client segments.
</li><li>Organize and participate in sales activations, roadshows, and corporate engagements to drive acquisition.
</li><li>Build long-term relationships with newly onboarded Priority clients to ensure retention and satisfaction.
</li><li>Conduct onboarding calls/meetings to understand client needs and provide suitable Priority Banking solutions.
</li><li>Ensure timely resolution of client concerns.
</li><li>Ensure all sales activities are conducted in line with bank policies, risk requirements, and regulatory guidelines.
</li><li>Stay updated on compliance requirements and implement changes as needed.
</li><li>Coordinate with Group Marketing to support Priority Banking campaigns and initiatives.
</li><li>Participate in events, activations, and client engagements to promote Priority Banking.
</li><li>Assist in organizing sales setups at strategic high-traffic locations
</li></ul>Qualifications and Skills
<ul><li>Bachelor&rsquo;s Degree holder
</li><li>At least 2 years UAE banking sales experience particularly with Priority Banking
</li><li>Possesses in depth knowledge of the various dimensions of the market industry. Identifies areas for new or additional business. Possesses good understanding of policies &amp; their implications.
</li><li>Excellent communication skills, result oriented, capable to develop others, good public relations, perseverance</li></ul></div>

Assistant Manager - Priority Banking Acquisition

First Abu Dhabi Bank (FAB)

<div>
 
 Company Description
 
 
 
 FAB, the UAE&rsquo;s largest bank and one of the world&rsquo;s largest and safest institutions, offers an extensive range of tailor-made solutions, and products and services, to provide a customised experience. Through its strategic offerings, it looks to meet the banking needs of customers across the world via its market-leading Corporate and Investment Banking and Personal Banking franchises.
 
 
 
 Job Description
 
 
 
 
 Job Context:
 
 
 
 
 Financials
 
 
 
 <ul>
 <li>
 Manage portfolio of 700-800 customers comprising of customers primarily non borrowing customers
 </li>
 <li>
 Achieve monthly&amp; annual KPI objectives (Portfolio, Revenue, X-sell and Activations)
 </li>
 <li>
 Cross sell bank products (New accounts, Assets, Trade, FX and Bancassurance) to increase product penetration across customer portfolio
 </li>
 <li>
 Refer and upgrade customers to other units within the segment viz. Sales &amp; Coverage RM
 </li>
 <li>
 Ensure penetration in the market through focus on New to Bank referrals from existing customers
 </li>
 <li>
 Maintain Daily Sales Reports on business performance for review
 
 
 </li>
 </ul>
 
 Customers
 
 
 
 <ul>
 <li>
 Be commercially effective in the role and consistently keep customer/client as focus &amp; ensure excellent customer service by delivering quality client on-boarding experience
 </li>
 <li>
 Ensure timely updation of KYC and conduct due diligence
 </li>
 <li>
 Ensure thorough knowledge of all products, policies and processes in order to achieve superior client on boarding experience
 </li>
 <li>
 Effectively manage current account excess and account conduct management
 </li>
 <li>
 To ensure no mis selling to customers by offering products / services transparently as per customer requirements.
 
 
 </li>
 </ul>
 
 Learning &amp; Growth
 
 
 
 <ul>
 <li>
 Participate in the assigned People Development and Learning &amp; Development programmes. Take accountability for own development by active enrolment and participation with close coordination with respective Unit Manager
 </li>
 <li>
 To ensure participation in assigned training, Learning &amp; Development programmes
 </li>
 <li>
 Awareness to competition offerings and offer suggestions to line manager to improve product/ processes
 
 
 </li>
 </ul>
 
 Internal Processes
 
 
 
 <ul>
 <li>
 Ensure strict adherence of prescribed Sales &amp; Compliance processes as per Bank's policies.
 </li>
 <li>
 Adherence to governance &amp; controls to proactively identify, manage and minimize/mitigate potential losses
 </li>
 <li>
 Adhere to agreed SOP&rsquo;s across applicable areas
 </li>
 <li>
 Adherence to all prescribed internal processes to ensure satisfactory Audit Ratings
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Minimum Qualification
 
 
 
 &squf; Diploma or bachelor&rsquo;s degree in business administration, Finance, Banking or a related major field of study is preferred
 
 
 
 Minimum Experience
 
 
 
 <ul>
 <li>
 1-2 years relevant experience of Banking in customer service / sales / client facing roles.
 </li>
 <li>
 Commercial Banking experience will be an added advantage.
 </li>
 <li>
 Strong interpersonal skills and fluency in English and Arabic
 </li>
 </ul>
</div>

Virtual Relationship Officer - Emiratized Role

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