Job description

JOB DESCRIPTION  
1 

Job Title 

Investment and Insurance Specialist 

Direct Supervisor 

Area Sales Manager

Manage end-to-end investment / insurance sales for Business Banking 

• Looks for opportunities and harvests all referrals for Investment sales for BB Team
• Presenting opportunities and value of Investment products to clients of BB. 
• Educate and present Investment ideas, opportunities, need analysis to BB teams
• Promote the Investment business and generate FER through BB portfolio by cross selling wealth products. 
• Supports primary point of fulfillment of customer cross sell of all Investment Products Business Banking 
• Drive growth of Mashreq Investment Business 
• Responsible for end-to-end sales / service for Investment sales to BB. 

• Work with Investment Proposition Team to understand products, markets, opportunities 
• Works with the Business Banking Area Managers, Team Managers, Relationship Managers and all other BB members to generate sales through their client base. 
• Works with the Business Banking central team, team leaders, Account managers and other BB members to generate sales through their client base 
• Will interact with the following teams and others at Mashreq through the Investment Proposition Team: CCAM, DBC, RCO, TCM, TOC, Legal and Compliance 

• Well versed with CPRA (Client Profiling and Risk Analysis) to better understand a client, their profile, their need and their risk. 
• Specialized product knowledge of all investment at Mashreq. Is aware of the Market Developments, new financial products.
• Knowledge of the Global Economic Scenario and situations of various investment vehicles and Financial Markets 
• Ability to work with GB and BB teams to get referrals for Investment/Insurance needs.
• Will have to achieve set FER (revenue) targets and other cross sell products. 
• Does regular competitive analysis to understand what is offered in the market and to constantly provide feedback on competition and customer response to processes, products and services 

• Good communication, profiling, presentation and analytical skills 
• Strong interpersonal skills, team player with ability to coach / train others 
• Good sales skills and knowledge of Investment/Insurance products 
• A Graduate, with at least 6 years of experience in wealth management, preferably in the UAE 
• SCA Certified (UAE R&R and CISI L 3)