Senior Officer- Portfolio Sales

Job Description

Sales

• Identify and understand the needs of the customer.
• Manages selling of various products to target customer segments in a professional manner.
• Ensures accuracy of information shared with customers.
• Ensures accuracy of all bank forms and documents executed by the customer.
• Ensures optimal utilization of all sales tools and resources.
• Documents and maintains all records of sales activities and provide updates as per requirement.
• Administers all sales process and maintain records for same.
• Ensures assigned sales targets and budgets are met.
• Participates in all departmental meetings and product training.

• Administers and ensures compliance to all sale objectives.
• Monitors all customer queries and ensure timely response to all issues.
• Coordinates with customers to provide various products and facilities and provides information on all required supporting documentation.
• Ensures timely processing of all initiated customer transactions.
• Maintains and updates knowledge on all DF products and services.
• Maintains knowledge on all competitor products and services and analyses all advantages and disadvantages for various products.

• Adheres to service level targets and coordinates with other departments to meet client service expectations.
• Engages with key stakeholders including Operations, Technology, Branches, and Legaletc. to deliver timely and effective level of client experience to DF customers.
• Adherence to the Standard Operating Procedures, Policies, Code of Conduct and Service Standards of the bank

• Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are achieved during the course of the year.
• Identifies the training and development requirements for self and agrees on them with the reporting manager to ensure that the required trainings are arranged and attended.
• Strives to achieve the highest levels of proficiency on all the competencies and skills required to perform the role.
• Keeps abreast of professional developments, new techniques and current issues through continued education and professional growth.

• High school diploma
• Bachelors Degree in Business Administration, Finance, Banking or a related major field of study is preferred
• Minimum of 1-2 year of experience in a sales role

Keyskills :
Sales Customer Service Banking Finance Business Administration

About Company

FAB, the UAE’s largest bank and one of the world’s largest financial institutions offers a an extensive range of tailor-made solutions, and products and services, to provide a customised banking experience. Through its strategic offerings, it looks to meet the banking needs of customers across the world via its market-leading Corporate and Investment Banking and Personal Banking franchises.
Headquartered in Abu Dhabi, in Khalifa Business Park, the bank’s international network spans over 19 countries, across the world, providing the global relationships, expertise and financial strength to support local, regional and international businesses seeking to do business at home and abroad. In line with its commitment to put customers first, to Grow Stronger, FAB will continually invest in people and technology to create the most customer-friendly banking experience and will support the growth ambitions of its stakeholders across the global network in which the bank operates.