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JOB DETAILS

Insurance & Investment Specialist.BCA Insurance.

CompanyMashreq
LocationUnited Arab Emirates
Work ModeOn Site
PostedSeptember 16, 2026
About The Company
Disclaimer: Mashreq will never ask for your bank related information via phone call, SMS or email. We will also never contact you from a mobile number to resolve your query. Welcome to the LinkedIn page of Mashreq. More than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first. Together, we pioneer key innovations and developments in banking and financial services. Our mandate? To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success. Join Mashreq and find your way to Rise Every Day.
About the Role

 

  JOB DESCRIPTION  
1 

Job Title 

Investment and Insurance Specialist 

Department 

Direct Supervisor 

Area Sales Manager

2 Job Purpose 

 

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

 

3Key Result Areas and Responsibility

 

  • 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. 

 

 

5 Operating Environment, Framework and Boundaries, Working Relationships 

 

  • 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 
6 Problem Solving 

 

  • 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 

 

    

 

7 Knowledge, Skills and Experience 

 

  • 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) 

 

Job Holder Date Line Manager Date 
Approved By Date 
    

 

Key Skills
Investment salesInsurance salesWealth managementClient profilingRisk analysisFinancial marketsCross sellingCommunication skillsPresentation skillsAnalytical skillsInterpersonal skillsCoachingTrainingMarket analysisSCA certificationCISI certification
Categories
Finance & AccountingSalesManagement & Leadership
Job Information
📋Core Responsibilities
The specialist will manage end-to-end investment and insurance sales for Business Banking clients by identifying opportunities and cross-selling wealth products. They are responsible for educating internal teams on investment ideas and driving growth within the Mashreq Investment Business portfolio.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
8890
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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