Insurance Specialist – Business Banking

About the role

Manage end‑to‑end insurance and investment (I&I) sales for Business Banking, delivering unbiased, competent and timely financial services that exceed Mashreq Bank customers’ expectations.

Key responsibilities

• Identify and harvest referrals for insurance sales from Business Banking Relationship Managers.
• Present investment and insurance product value propositions to Business Banking clients and profile each customer to understand their needs.
• Cross‑sell wealth products, generate fee‑earning revenue (FER) and achieve set revenue targets.
• Provide market updates, trend analysis and regular product education to the Business Banking team.
• Handle end‑to‑end insurance sales, up‑selling, cross‑selling and customer complaint resolution in coordination with investment and insurance back‑offices.
• Contribute feedback on product, service and process improvements to reduce cycle time and enhance customer satisfaction.

Required profile

• University graduate with 6‑8 years of experience in insurance sales, preferably in the UAE.
• Must obtain CII, Shariah and Bancassurance internal certifications.
• Proven ability to achieve FER and cross‑sell targets within Business Banking.

Required skills

• CPRA (Client Profiling and Risk Analysis) expertise.
• In‑depth knowledge of investment and insurance products and global economic scenarios.