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direct sales agent - banking Jobs in Muscat

direct sales agent - banking

direct sales agent banking

Zahrat Allawz Trading LLC

Position: Direct Sales Agent - Banking Location: Amerat, Ghubra, Ghala &amp; MabelaRole &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: 1-2 Year Banking 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>Nationality: Omani Nationals Only Please send your updated CV with your preferred location only into hrservices@bpoplus.meJob Types: Full-time, ContractEducation:<ul><li>Diploma (Required)</li></ul>Experience:<ul><li>Banking Sales: 1 year (Required)</li></ul>

Direct Sales Agent - Banking

ahlibank

<div>
 
 SUMMARY OF ROLE:
 
 
 The Team Leader &ndash; Direct Sales is responsible for leading a team of Direct Sales Executives to market and sell Ahli Bank&rsquo;s retail banking products. This role involves developing and implementing sales strategies, building and maintaining relationships with key stakeholders, and ensuring that the team meets or exceeds sales targets. The Team Leader will also manage and mentor the team, ensuring customer-centric service and compliance with the bank&rsquo;s procedures and policies.
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 Market and Sales:
 
 
 &bull; Market and sell Ahli Bank Retail Banking products through direct approaches to prospective customers at their home, office, or preferred venue.
 
 &bull; Ensure the team consistently advertises, promotes, and secures business across the Sultanate of Oman in a highly customer-centric manner.
 
 &bull; Look after payroll accounts to increase CASA (Current Account Savings Account) in retail banking.
 
 &bull; Conduct daily visits to government and private sector entities to build and maintain relationships.
 
 &bull; Organize weekly activities, such as open days or roadshows, at companies and government entities to source new business.
 
 &bull; Create sales leads from visits made to the sales team and branches.
 
 &bull; Jointly meet with the corporate team to generate retail business from corporate clients.
 
 &bull; Collaborate with branch managers to open new business opportunities for branches.
 
 &bull; Support DSAs (Direct Sales Agents) in closing deals and generating business.
 
 &bull; Implement new companies into the Retail Approved Lending List.
 
 &bull; Ensure sales targets for all products are met.
 
 
 
 Branch and Team Support:
 
 
 &bull; Gather relevant information, create a proper database, and carry out tasks assigned by the Head of Business Development.
 
 &bull; Conduct weekly branch visits and meetings for business reviews.
 
 &bull; Follow up and support team members as required, ensuring their inquiries are addressed and met.
 
 &bull; Ensure all team members follow the DSU (Direct Sales Unit) procedure and meet the team's targets.
 
 &bull; Jointly meet with branch managers to facilitate business for branches.
 
 
 
 Risk Management:
 
 
 &bull; Monitor individual and business accounts (deposits or loans) for money laundering or fraud.
 
 &bull; Report any suspicious transactions, credit risks, market risks, and operational risks to the appropriate authorities.
 
 &bull; Adhere strictly to the bank&rsquo;s Anti-Money Laundering (AML) policies.
 
 
 
 Credit Management:
 
 
 &bull; Review credit applications and recommend finance approvals per the bank&rsquo;s policy and guidelines, within designated authority.
 
 &bull; Maintain vigilance against potential fraud and adhere to credit management practices.
 
 
 
 People Management:
 
 
 &bull; Manage the performance, motivation, and development of individuals within the team.
 
 &bull; Act as a mentor to junior team members, guiding them in their professional growth.
 
 &bull; Set job objectives and perform timely reviews to measure performance, identify staff development needs, and provide necessary training.
 
 &bull; Directly manage branch staff involved in operating services and sales, ensuring high performance and adherence to bank policies.
 
 
 
 
 Requirements
 
 
 &bull; Omani nationals only
 
 &bull; Bachelor&rsquo;s degree in Business, Finance, Marketing, or a related field.
 
 &bull; 5 years of experience in retail banking sales.
 
 
 
 
</div>

Team Leader Direct Sales  - Sohar

<div>
 
 SUMMARY OF ROLE:
 
 
 The Private Banking Senior Relationship Manager is responsible for acquiring and growing Private Banking client relationships, increasing Assets under Management (AUM), and enhancing both liabilities and asset portfolios. The role requires delivering superior client service, achieving revenue targets, and ensuring full compliance with risk and regulatory guidelines.
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 Responsibilities
 
 
 
 Business Development
 
 
 &bull; Source and acquire new Private Banking clients in line with the Bank&rsquo;s strategic objectives.
 
 &bull; Identify high-net-worth individuals and build strong, trust-based relationships.
 
 &bull; Promote the full suite of Private Banking products and services to attract new assets and liabilities.
 
 
 
 Relationship Management
 
 
 &bull; Strengthen and grow relationships with existing Private Banking clients.
 
 &bull; Understand clients&rsquo; financial needs and provide tailored investment and banking solutions.
 
 &bull; Ensure high levels of client satisfaction through personalized service and regular engagement.
 
 
 
 Sales Process &amp; Reporting
 
 
 &bull; Apply a structured and disciplined sales approach, including needs-based selling and cross-selling.
 
 &bull; Maintain up-to-date records of sales activities, visits, and pipeline opportunities in Qube or other relevant systems.
 
 &bull; Report on sales performance and progress against targets to line management.
 
 
 
 Compliance &amp; Risk Management
 
 
 &bull; Ensure adherence to all compliance requirements, including KYC, AML, and CBO regulations.
 
 &bull; Monitor client transactions and activities for any red flags or risk indicators.
 
 &bull; Collaborate with internal risk and compliance teams to manage any identified issues.
 
 
 
 Product &amp; Market Expertise
 
 
 &bull; Maintain strong knowledge of the Bank&rsquo;s investment, wealth, and liability product offerings.
 
 &bull; Stay updated on market developments, economic trends, and client behaviors.
 
 &bull; Recommend appropriate solutions aligned with clients&rsquo; investment profiles and risk appetites.
 
 
 
 
 Requirements
 
 
 &bull; Omani nationals only
 
 &bull; Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or a related field.
 
 &bull; Minimum 6 years of experience in private banking, wealth management, or financial advisory roles.
 
 
 
 
</div>

Senior Relationship Manager - Private Banking

Jorofy Private Limited

Job Title: Business Analyst &ndash; Retail Banking (Channel Experience) Location: Muscat, Oman Employment Type: Full-TimeRole Overview: We are seeking an experienced Business Analyst with a strong background in retail banking channels to join our team. The ideal candidate will bridge the gap between business needs and technology solutions, ensuring seamless delivery of banking products and services across multiple channels including branches, mobile, internet, and ATM networks.Key Responsibilities:<ul><li>Elicit, analyze, and document business requirements for retail banking channels, ensuring alignment with organizational objectives.</li><li>Collaborate with stakeholders, IT teams, and vendors to design and implement robust channel solutions that enhance customer experience.</li><li>Support digital banking initiatives, including mobile, internet banking, ATMs, and branch services, driving innovation and efficiency.</li><li>Perform gap analysis and impact assessments, providing actionable recommendations for process improvement.</li><li>Prepare functional specifications, user stories, and workflow documentation to guide project development and execution.</li><li>Ensure compliance with regulatory requirements and internal policies across all channel operations.</li><li>Facilitate User Acceptance Testing (UAT) and provide ongoing support to ensure successful solution deployment.</li><li>Monitor and report on channel performance, identifying opportunities for optimization and continuous improvement.</li></ul>Qualifications &amp; Skills:<ul><li>Bachelor&rsquo;s degree in business administration, Finance, IT, or related field.</li><li>Proven experience as a Business Analyst in retail banking, with exposure to channel operations.</li><li>Understanding of banking products, digital channels, and payment systems.</li><li>Experience in requirement gathering, process mapping, and documentation.</li><li>Strong analytical, problem-solving, and communication skills.</li><li>Knowledge of regulatory standards and compliance in the banking sector.</li><li>Familiarity with digital banking platforms, core banking systems, and CRM tools is a plus.</li></ul>Job Type: Full-timeEducation:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Banking: 4 years (Required)</li></ul>

Business Analyst

Oman Banks Association

<div>
 
 
 Company Description
 
 
 
 Oman Banks Association (OBA) is a non-profit professional association dedicated to representing Oman&rsquo;s banking sector while enhancing collaboration with regulatory authorities. Its mission is to promote banking activities, advocate for effective policy and strategy, and foster banking excellence in the Sultanate of Oman. OBA serves as a unified voice for the banking industry and plays a key role in shaping the sector's development.
 
 
 
 
 
 
 Role Description
 
 
 
 This is a full-time on-site position based in Muscat for the Head of Sector Advisory &amp; Alignment. To lead sector-wide advisory, alignment, research, and data intelligence functions of OBA, positioning the Association as the unified voice and intellectual platform of the banking sector in Oman.
 
 
 The role will institutionalize structured sector positioning, develop a banking think-tank capability, and establish a centralized data depository to support evidence-based policy dialogue and strategic decision-making.
 
 
 
 
 
 
 Principal Accountabilities
 
 
 
 
 
 
 
 1-&nbsp;&nbsp;Sector Advisory &amp; Alignment
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Consolidate and align banking sector positions on regulatory and policy matters.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Develop and maintain a Sector Issues &amp; Positioning Register.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Provide structured review and quality assurance of committee outputs.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Translate technical discussions into executive-level strategic submissions.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Support CEO and Board in regulatory and national-level engagement.
 
 
 
 
 
 
 2-&nbsp;&nbsp;Sector Data Depository &amp; Intelligence Hub
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Design and manage a centralized Banking Sector Data Repository.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Develop structured dashboards covering (but not limited):
 
 <ul>
 <li>
 Financial performance trends
 </li>
 <li>
 Digital adoption indicators
 </li>
 <li>
 Islamic banking growth
 </li>
 <li>
 Risk &amp; liquidity metrics
 </li>
 <li>
 ESG &amp; sustainability indicators
 </li>
 <li>
 Ensure strong data governance and confidentiality frameworks.
 </li>
 <li>
 Produce periodic analytical insights for Board and member banks.
 </li>
 <li>
 Benchmark Oman&rsquo;s banking sector regionally and globally.
 </li>
 </ul>
 
 
 3-&nbsp;&nbsp;Regulatory &amp; Policy Advisory
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Lead structured review of regulatory consultations.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Conduct impact assessments and benchmarking against international standards.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Support preparation of consolidated industry responses.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maintain regulatory engagement tracker and follow-up framework.
 
 
 
 4-&nbsp;&nbsp;Committee Governance &amp; Output Quality
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Strengthen committee charters and annual workplans.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Introduce measurable deliverables and KPIs per committee.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Reduce duplication and improve cross-committee alignment.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Introduce output review standards before Board circulation.
 
 
 
 5-&nbsp;&nbsp;Think-Tank &amp; Research Platform
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Establish and lead OBA&rsquo;s internal Banking Think-Tank function.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Commission white papers, policy briefs, and industry research.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Coordinate sector-wide studies (digital transformation, ESG, fintech, Islamic banking, risk, liquidity, etc.).
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Partner with universities, research institutions, and subject matter experts.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Organize roundtables and executive foresight dialogues.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Produce an annual State of the Banking Sector in Oman report.
 
 
 
 
 
 
 Qualifications
 
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Degree in Finance, Economics, Strategy, Public Policy, or related field.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;10+ years experience in banking, regulatory affairs, strategy, research, or consulting.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Strong analytical, research, and policy drafting capability.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Executive-level communication skills.
 
 
 &middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;High credibility within financial ecosystem.
 
</div>

Head of Sector Advisory & Alignment

Enum Technology & Solution Pvt Ltd

Job SummaryWe are looking for an experienced Business Analyst &ndash; Wholesale Banking to support large-scale transformation and system enhancement initiatives within Wholesale Banking.The role will serve as a key interface between business units, IT delivery teams, vendors, and governance functions, ensuring alignment with business strategy, IT roadmap, and enterprise architecture standards.Key Responsibilities<ul><li>Support Wholesale Banking transformation and system enhancement initiatives.</li><li>Act as liaison between Wholesale Banking, IT teams, vendors, and governance stakeholders.</li><li>Ensure requirements align with business strategy and enterprise architecture principles.</li><li>Contribute to initiative scoping, feasibility studies, and solution evaluations.</li><li>Gather and document business, functional, and non-functional requirements for:</li></ul>Corporate &amp; Business Banking platforms Transaction Banking (cash management, payments, host-to-host) Trade Finance, lending, limits, and collateral systems Customer onboarding and servicing processes<ul><li>Prepare documentation including:</li></ul>Business Requirements Documents (BRD) Functional Specifications / User Stories Process flows, use cases, and data flow diagrams<ul><li>Facilitate workshops, walkthroughs, and requirement sign-offs.</li><li>Coordinate with Operations, Finance, Risk, Compliance, and IT teams.</li><li>Support UAT planning and execution (test case validation, defect triage).</li><li>Manage change requests and conduct impact analysis.</li><li>Ensure compliance with regulatory, security, and operational standards.</li><li>Support production rollout and post-implementation stabilization.</li></ul>Requirements<ul><li>Minimum 5+ years of experience as a Business Analyst in banking or financial services.</li><li>Strong exposure to Wholesale Banking systems (Corporate Banking, Transaction Banking, Trade Finance, Lending).</li><li>Experience working on vendor-led implementations.</li><li>Hands-on involvement in UAT, change management, and go-live support.</li><li>Strong documentation and stakeholder management skills.</li><li>Experience in Oman or GCC banking sector preferred.</li><li>Business Analysis certification (CBAP, CCBA, PMI-PBA or equivalent) &ndash; Preferred.</li></ul>Job Type: Full-time

Business Analyst – Wholesale Banking

Job SummaryWe are seeking an experienced Business Analyst &ndash; Retail Banking Systems to support retail banking transformation and system enhancement initiatives. The role requires close collaboration with business stakeholders, IT teams, and vendors to ensure successful delivery of retail banking solutions aligned with strategic and enterprise architecture objectives.Key Responsibilities<ul><li>Support retail banking transformation programs and system enhancement initiatives.</li><li>Act as a key interface between Retail Banking business units, IT delivery teams, vendors, and governance functions.</li><li>Ensure business requirements align with approved business strategy, IT roadmap, and enterprise architecture principles.</li><li>Contribute to initiative scoping, feasibility assessments, and solution option evaluations.</li><li>Elicit, analyze, and document business, functional, and non-functional requirements for retail banking systems, including:</li></ul>Core retail and customer servicing systems Customer-facing channels (Mobile, Internet Banking, Branch, Call Centre) Payments, cards, and customer onboarding processes<ul><li>Prepare and maintain requirement artefacts such as:</li></ul>Business Requirements Documents (BRD) Functional Specifications / User Stories Process maps, workflows, use cases, and data flow diagrams<ul><li>Facilitate workshops, walkthroughs, and requirement sign-off sessions with stakeholders.</li><li>Collaborate closely with:</li></ul>Retail Banking, Operations, Finance, Compliance, and Risk teams Internal IT teams (Delivery, Integration, Infrastructure, Information Security) External vendors and system integrators<ul><li>Support UAT planning and execution, including requirement clarification, test case validation, and defect analysis.</li><li>Manage requirement changes and conduct impact assessments through formal change management processes.</li><li>Ensure compliance with regulatory, security, operational, and performance standards.</li><li>Build and maintain strong working relationships with business and technology stakeholders.</li><li>Act as a trusted advisor for clarifying business needs and resolving requirement gaps.</li><li>Support documentation and knowledge transfer to ensure system continuity and operational readiness.</li></ul>Required Qualifications &amp; Experience<ul><li>Minimum 5+ years of experience as a Business Analyst within banking or financial services (experience in Oman or GCC preferred).</li><li>Strong exposure to retail banking systems including core banking, digital channels, payments, cards, and customer servicing platforms.</li><li>Experience working on vendor-led implementations and collaborating with internal IT delivery teams.</li><li>Hands-on experience in UAT coordination, change management, and production rollout support.</li><li>Strong analytical, documentation, and stakeholder management skills.</li><li>Business Analysis certification (CBAP, CCBA, PMI-PBA, or equivalent) &ndash; Preferred.</li></ul>Job Type: Full-time

Business Analyst – Retail Banking Systems

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