Personal Sales Advisor Commercial Bank of Dubai

Commercial Bank of Dubai is looking to hire suitably skilled and devoted candidate for role of Personal Sales Advisor. The job holder is responsible for end to end sales of assets and liability products. The job holder is also responsible for addressing customer queries and ensuring high customer service quality at all times.

Responsibilities of Personal Sales Advisor

• Acquire new to bank customers and identify existing customers from the database to sell CBD products to increase customer base and cross sell ratio
• Achieve STAR Threshold targets for asset and liability products which are defined in STAR Incentive Program.
• Deal with CBD Personal and Direct segment customers on revenue generating transactions such as Investment, FX and BANCA
• Follow up and close sales leads referred by Call Center, other segments, etc
• Refer Mortgage cases to related Direct Sales Team
• Proactively call and visit existing/new customers (outside the branch) and make agreed target number of appointments per week to review customer needs and make sales of other suitable CBD products.
• Review walk in customer needs and make sales of suitable CBD products.
• Ensure that all product applications are fill completely and accurately without any missing require document.
• Complete the application within the agreed timeframe and all the requir documents are obtain to avoid re work.
• While onboarding customers, ensure capture of all customer and account information into the BPM & CVXR systems accurately.
• Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas.
• Ensure a consistently high level of customer service is maintain at all times.
• Proactively help customers to reduce their waiting time.
• Ensure customers are on board (new accounts) and served within prescribe SLAs.
• Ensures that all customer problems/complaints/queries are handled efficiently and according to standards and high level of service quality using the Operational CRM System.

Eligibility Requirements

The requirements of Personal Sales Advisor are as under: