banking services advisor

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

Accenture

Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting 
Designation: Banking Advisory Analyst 
Qualifications:MCom/Master of Business Administration
 
Years of Experience:3 to 5 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. Com.Bkg- Credit UW stands for Commercial Banking Credit Underwriting. It involves evaluating the creditworthiness of businesses applying for loans or credit. This process includes analyzing financial statements, assessing risk, and determining the terms of the credit. The goal is to ensure that the bank makes sound lending decisions while minimizing risk. Credit underwriters play a crucial role in maintaining the financial health of the bank. The Credit Lending processes includes initial set up of loan, detailed analysis of financials, setting covenants, analyzing the accounts receivable for borrowing base calculation for working capital line of credit, drafting a detailed credit memoranda by a detailed analysis of 5 Cs of Credit - Character, Capacity, Collateral, Capital and Current Market Conditions. Conduct detailed research on the financial history of businesses to determine their creditworthiness. Assess the risk parameters of the loan, borrower, and industry including the Financial performance of the borrower and guarantor, assessing the repayment capacity and recommending the future course of action in approving/declining/counter offer of business loans. This position holds the responsibility for leading and being an SME for Underwriting team 
What are we looking for? &bull;Lead the team and provide subject matter expertise support for understanding underwriting guidelines and utilizing the underlying financial statements to complete the underwriting process &bull;Applying relevant accounting standards for fair and rigorous credit assessment &bull;Undertaking ad-hoc reporting / analysis requirements &bull;Analysis of financial statements including Income statement, Balance Sheet &amp; cash flow of public &amp; private companies for the credit appraisal process &bull;Normalizing the financial statement for exceptional and non-recurring items to arrive at the true profitability figures &bull;Calculating the Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios, and other financial metrics &bull;Accounting &amp; Financial Reporting Standards &bull;Financial Analysis &bull;Underwriting &bull;Banking &bull;Financial Services &bull;Written and verbal communication &bull;MBA/B.COM Finance and Accounting &bull;Flexible to shifts &bull;Experience/exposure of US commercial banking &bull;Good team player who is dynamic, result- oriented with strong work ethic
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of lower-complexity problems &bull; Your day to day interaction is with peers within Accenture before updating supervisors &bull; In this role you may have limited exposure with clients and/or Accenture management &bull; You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments &bull; The decisions you make impact your own work and may impact the work of others &bull; You will be an individual contributor as a part of a team, with a focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
MCom,Master of Business Administration

Banking Advisory Analyst

Skill required: Com.Bkg- Commercial Real Estate - General Ledger Reconciliations 
Designation: Banking Advisory Analyst 
Qualifications:BCom/Any Graduation
 
Years of Experience:3 to 5 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. Com.Bkg- Commercial Real Estate refers to the sector of real estate that deals with properties used for business purposes. This includes office buildings, retail spaces, warehouses, and industrial properties. The focus is on buying, selling, leasing, and managing these properties to generate income. It involves various stakeholders such as investors, developers, and property managers. The goal is to maximize the value and return on investment of commercial properties. Loans are granted based on the income generated from the property and the crediworthiness is evaluated by analyzing the property by its location, amenities, ageing and the revenue generated and the occupancy. Computes and presents the results of financial events by administering,managing and processing general ledger accounts. Accounts for current assets, fixed assets, liabilities, revenue and expense items, and gains and losses, and may handle related tax issues, invoice management and budgeting. 
What are we looking for? We are looking forward a candidate with strong domain knowledge in Property Accounting.
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of lower-complexity problems &bull; Your day to day interaction is with peers within Accenture before updating supervisors &bull; In this role you may have limited exposure with clients and/or Accenture management &bull; You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments &bull; The decisions you make impact your own work and may impact the work of others &bull; You will be an individual contributor as a part of a team, with a focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
BCom,Any Graduation

Emirates Islamic

<div>Job Responsibility:
<ul><li>Effectively identify and respond to Business Banking client needs.
</li><li>Ensure completion of client transaction in timely and quality manner.
</li><li>Support the quality initiative by reducing transaction defeats and cycle time.
</li><li>Incorporate EIB values into all activities.
</li><li>Add value to our clients through delivering on our EIB Banking experience.
</li><li>Provide product and service information, advice and relevant products and services to customers to increase their awareness and promote their usage.
</li><li>Solid Knowledge of products and services.
</li><li>Address customer problems and complaints to achieve satisfactory resolutions.
</li><li>Resolve client problems and respond to inquiries quickly and effectively.
</li><li>Adhere to legal, corporate and regulator procedures.
</li><li>Apply and comply with relevant processes, procedures and controls to meet the unit&rsquo;s needs while providing efficient service to customers.
</li><li>Assists staff on a day to day basis by conducting research, responding to inquiries, and assisting with the development of or revisions to policies and procedures.
</li><li>Work with Department Head on the oversight of the Bank&rsquo;s compliance framework within the business unit.
</li><li>Assists with audit and compliance examinations, including requesting and preparing materials.
</li><li>Provides on-going support to the front line team on ad-hoc special reviews, risk assessments, compliance reviews, and other tasks.
</li><li>Ensure compliance and completion of regulatory initiatives/remediation projects.
</li><li>Maintain strict control of confidential documents/secured negotiable items to prevent loss or misuse.
</li></ul>Job Skills &amp; Qualifications:
<ul><li>Relevant education with minimum of Bachelor&rsquo;s Degree
</li><li>Relevant experience in similar job
</li></ul>What we offer you:
<ul><li>Competitive salary package
</li><li>Strong emphasis on work-life balance and wellbeing across the bank
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Generous annual leave entitlement and Private Healthcare
</li></ul>Preferential banking facilities for employees</div>

Assistant Manager - Business Banking Advisory

<div>Job Responsibility:
The incumbent will be responsible for:
<ul><li>Work closely with a group of Relationship Managers to Manage and promote investment and Takaful product s (primary function)
</li><li>Manage alongside the Relationship Managers, client profiling, sales process for investment, and Takaful products
</li><li>Training of Relationship Managers on selling and portfolio management for investments and Takaful
</li><li>Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
</li><li>Provide support during initiatives aimed to cross-sell initiatives to increase investment, and Takaful product penetrations with in Priority Banking
</li></ul>1. Investment Products revenue growth and penetration increase
<ul><li>Drive initiatives to increase investment revenues and penetration in priority banking customers
</li><li>Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios
</li></ul>2. Takaful Products revenue growth and penetration increase
<ul><li>Drive initiatives to increase Takaful revenues and penetration in priority banking customers
</li><li>Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios
</li></ul>3. Training of RMs and on-job coaching
<ul><li>Train all the RMs on investment and Takaful products
</li><li>On the job coaching of RMs for investments and Takaful products
</li></ul>4. Compliance and Prevention of Miss-selling
<ul><li>Ensure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling
</li><li>Training of RMs on compliance and risks
</li><li>Ensure monitoring when required
</li></ul>5. Efficient team oversight and development
<ul><li>Oversee team activity, Drive revenue, ensure highest quality standards are maintained
 </li><li>Allocate sub-targets and assist segment to achieve their budgets
</li><li>Ensure continuous professional (hard and soft skill) development of team members
</li></ul>6.Product and platform development
<ul><li>Work closely with product team and various other stake holders to ensure smooth delivery of investment products
</li><li>Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and plat
</li></ul>Job Skills &amp; Qualifications:
<ul><li>Bachelor&rsquo;s degree in Finance
</li><li>CFA certification
</li><li>CISI Certification / Other Certifications
</li><li>5+ years of similar experience in other banks or wealth management institutions
</li><li>Experience as wealth manager for at least 3 years
</li><li>Experience in investment product management of at least 3 years
</li><li>Experience across a wide range of Banking areas, e.g. Retail, wealth management, SME
</li></ul>What we offer you:
<ul><li>Competitive salary package
</li><li>Strong emphasis on work-life balance and wellbeing across the bank
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Generous annual leave entitlement and Private Healthcare
</li><li>Preferential banking facilities for employees</li></ul></div>

Investment Advisor - Priority Banking

QNB Group

<div>
 
 About QNB
 
 
 
 Established in 1964 as the country&rsquo;s first Qatari-owned commercial bank, QNB Group has steadily grown to become the largest bank in the Middle East and Africa (MEA) region.
 
 
 QNB Group&rsquo;s presence through its subsidiaries and associate companies extends to more than 31 countries across three continents providing a comprehensive range of advanced products and services. The total number of employees is more than 28,000 serving up to 20 million customers operating through 1,000 locations, with an ATM network of 4,300 machines.
 
 
 QNB has maintained its position as one of the highest rated regional banks from leading credit rating agencies including Standard &amp; Poor&rsquo;s (A), Moody&rsquo;s (Aa3) and Fitch (A+). The Bank has also been the recipient of many awards from leading international specialised financial publications.
 
 
 Based on the Group&rsquo;s consistent strong financial performance and its expanding international presence, QNB currently ranks as the most valuable bank brand in the Middle East and Africa, according to Brand Finance Magazine.
 
 
 QNB Group has an active community support program and sponsors various social, educational and sporting events.
 
 
 
 Job Purpose Summary
 
 
 
 The incumbent will contribute to the development and implementation of digital marketing campaigns, focusing on content creation, SEO optimization, and social media engagement. This role supports the broader marketing objectives by ensuring content alignment with campaign goals, optimizing digital assets for search visibility, and engaging with the customer base through digital channels.
 
 
 
 Essential Duties &amp; Responsibilities By Dimensions
 
 
 
 <ul>
 <li>
 Shareholder &amp; Financial:
 </li>
 <li>
 Proactively and accountably assist in the implementation of the strategies and plans to achieve migration, transactions volumes, and revenue, profit and cost savings targets for the Group Retail Digital Business unit
 </li>
 <li>
 Proactively support in meeting target budgets and working closely with partnerships of Group Digital Business units as well as local and International partners to evaluate opportunities for establishing partners to meet the end-to-end value chain requirements of customers.
 </li>
 <li>
 Support the new initiatives that supports migration and preferred digital touch point use through relevant market intelligence and internal data analysis
 </li>
 <li>
 Support Group Retail Digital Business in drawing a sustainable and future proof product lifecycle strategy
 </li>
 <li>
 Recommend and implement innovative marketing strategy to transform the Bank into the Bank of future by leveraging technological advances with a vision to serve the customers with end-to-end integrated services of Banking &amp; beyond
 </li>
 <li>
 Achieve and exceed KPI targets set for the unit aligned with Group Retail Digital Business
 </li>
 <li>
 Implements KPI&rsquo;s and best practices for Senior Associate, Digital Marketing
 </li>
 <li>
 Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise benefits for the bank
 </li>
 <li>
 Customer (Internal &amp; External):
 </li>
 <li>
 Drive and develop marketing, and embrace digitization into all customer related processes and channels to improve customer experience and satisfaction. Formulate a customer focused multichannel strategy and transform the customer engagements from conventional channels into digital channels. Establish leadership in the brand identity, particularly in the digital spectrum
 </li>
 <li>
 Support the development of strategies to drive Group Retail Digital Business customer penetration, acquisition and retention
 </li>
 <li>
 Build and maintain strong and effective relationships with all other related functions / units to achieve Group&rsquo;s goals / objectives
 </li>
 <li>
 Adapt marketing approaches from successful allied industries in a smart manner and implement marketing initiatives to boost the revenue and profitability of existing business while at the same time focusing on future needs of customers.
 </li>
 <li>
 Set up channels for taking continuous customer feedback leading to analysis that drives process transformation projects
 </li>
 <li>
 To assist customers in all their queries on Bank&rsquo;s product and seek solution to their requests
 </li>
 <li>
 Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/units to achieve improvements in turn-around time.
 </li>
 <li>
 Build and maintain strong/effective relationships with related departments/units to achieve the Group&rsquo;s objectives
 </li>
 <li>
 Provide timely/accurate data to external/internal Auditors, Compliance, Financial Control and Risk when required
 </li>
 <li>
 Internal (Processes, Products, Regulatory):
 </li>
 <li>
 Maintain and conduct activities in compliance with policies and procedures, regulations and prevailing best practices
 </li>
 <li>
 Directly report and work under the supervision of VP Digital Marketing (Line Manager)
 </li>
 <li>
 Conduct meetings, prepare, and deliver presentations, as appropriate and requested by VP Digital Marketing
 </li>
 <li>
 Submit periodic Management Information / Business Information reports to the VP Digital Marketing and to other executive management of the Group to appraise them about the Digital Business function&rsquo;s performance.
 </li>
 <li>
 Learning &amp; Knowledge:
 </li>
 <li>
 Motivated, open-minded, high performer individual
 </li>
 <li>
 Excellent Marketing, and good IT background
 </li>
 <li>
 Possess good knowledge of financial services and digital/mobile technologies and innovations
 </li>
 <li>
 Excellent research skills and knowledge of international and local market trends
 </li>
 <li>
 Proactively identify areas for professional development of self and undertake development activities
 </li>
 <li>
 Seek out opportunities to remain current with all developments in professional field
 
 
 </li>
 </ul>
 
 Education/Experience Requirements
 
 
 
 <ul>
 <li>
 Bachelor degree University graduate preferably with a Major in Marketing, Banking, Finance, Accounting, Economics, Business Administration or Information Technology (related field of study),
 </li>
 <li>
 At least 2 years of relevant experience, preferably within a highly rated international bank.
 
 
 </li>
 </ul>
 Note: you will be required to attach the following:
 
 
 <ul>
 <li>
 Resume/CV
 </li>
 <li>
 Qatari ID
 </li>
 <li>
 Passport Copy
 </li>
 <li>
 Educational Certificates - Degree
 </li>
 <li>
 Birth Certificate
 </li>
 </ul>
</div>

QNB3458 - Associate Digital Banking (Qatarization)

Concentrix

<div>
 
 🚀
 
 We&rsquo;re Hiring &ndash; Banking Customer Service Advisor (Banking Account)
 
 🚀
 
 
 We&rsquo;re looking for motivated phone banking Advisors to work for the biggest bank in the world.
 
 
 
 
 Job Title: Phone Banking Advisor.
 
 
 
 
 Job Benefits:
 
 
 22,000 EGP Gross monthly salary
 
 
 Chance to get promoted after 6 months.
 
 
 Transportation is provided all over Cairo.
 
 
 Inbound and outbound calls
 
 
 Free Courses.
 
 
 Location, 6th of October City.
 
 
 
 
 Job Responsibilities:
 
 
 
 
 A banking advisor is the primary point of contact for clients seeking advice on their banking needs
 
 
 Banking advisors also conduct risk assessments, review credit histories, and analyze clients' financial circumstances.
 
 
 A banking advisor's responsibility extends to creating personalized financial solutions for their clients.
 
 
 A banking advisor finds employment in a variety of work environments. Below is a list of possible workplaces for a banking advisor.
 
 
 
 
 Job Requirements:
 
 
 
 
 Excellent in English
 
 
 Having experience of 6 months in Customer Support
 
 
 Graduates from any major
 
 
 Flexibility with night and overnight shifts
 
 
 
</div>

Customer Advisor

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