On-site Full Time
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Company

Job Details

  • Develop and maintain strong relationships with new and existing clients.

  • Generate leads and acquire new customers for banking and financial products.

  • Understand clients’ financial requirements and recommend suitable solutions.

  • Handle products such as business loans, working capital, mortgages, and other banking facilities.

  • Coordinate with banks and financial institutions for application processing and approvals.

  • Collect and verify required client documents.

  • Follow up with clients and banks until successful disbursement/closure.

  • Achieve assigned monthly and quarterly sales targets.

  • Maintain an updated sales pipeline and provide regular management reports.

  • Ensure compliance with company policies, KYC, AML, and applicable banking requirements.

  • Identify cross-selling and referral opportunities.

  • Maintain high standards of customer service and resolve client concerns promptly.

Desired Candidate Profile

  • Bachelor’s degree in Business, Finance, Banking, Marketing, or a related field.

  • 2–5 years of UAE experience in banking, financial services, or banking consultancy preferred.

  • Strong knowledge of SME/business loans, working capital, mortgages, or banking products.

  • Existing network of clients, referral partners, and banking contacts is an advantage.

  • Proven track record in sales, lead generation, and target achievement.

  • Strong communication, negotiation, and relationship-management skills.

  • Good understanding of UAE banking procedures, KYC, and AML requirements.

  • Self-motivated, target-driven, and capable of working independently.

  • Proficiency in CRM systems and Microsoft Office.

  • Fluency in English; additional languages are an advantage.

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