Job Description

Roles & Responsibilities

Key Responsibilities

• Promote and sell credit cards, personal loans, and other retail banking products to branch walk-in customers

• Meet and exceed monthly sales targets for credit card acquisitions and loan disbursements

• Conduct customer needs assessments and recommend suitable financial products

• Verify customer eligibility, collect documentation, and process applications accurately

• Follow up on pending applications and ensure end-to-end closure of each case

• Cross-sell and upsell additional banking products such as accounts, insurance, and investments

• Maintain strong relationships with existing customers to drive repeat business and referrals

• Ensure full compliance with UAE Central Bank regulations and internal banking policies

• Update daily sales activity reports and pipeline trackers

Regards

TASC Recruitment Team

Desired Candidate Profile

Candidate Requirements

• Bachelor's degree in Finance, Business, or any related field

• 1–3 years of sales experience in banking or financial services

• Prior experience in credit cards or personal loans is preferred

• Strong sales, negotiation, and customer service skills

• Knowledge of UAE Central Bank regulations and KYC requirements