Personal Banking Advisor

3 weeks ago


Dubai, United Arab Emirates Emirates Islamic Full time
Job Description

Job Purpose :

  • The Primary responsibilities are to develop customer relationships to achieve assigned sales and service objectives / standards.
  • Provide acceptable level of service to personal banking customers, and explore cross sell during the customer interactions with a view to increase personal banking revenues.
  • Identify customer needs and proactively deliver quality and unique customer service that will exceed customer expectation.
  • Identify new to bank personal banking customers and refer leads to other segments in the Bank.
  • Customer contact is virtually continuous and hence competencies and skills required for dealing with customers are critical.
  • Ensure to attain up-to-date products and policy process knowledge at all times (including that of campaigns/promotions) and keep abreast of any subsequent amendments.
  • Ensure proper documentation, correctness & completeness of all applications/forms.
  • Accept, Evaluate & send for processing all after sales transaction (AST)
  • To be vigilant at all times and perform their duties with due care and ensure that all activities are in compliance with the Bank Policy and Procedure.
  • Handle correspondence related to service & sales issues.

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