Insurance & Investment Specialist.BCA Insurance
Mashreq • , , united arab emirates, , , united arab emirates • Posted July 13, 2026
Position Overview
Job Title
Investment and Insurance Specialist
Department
Direct Supervisor
Area
Sales Manager
Job Purpose
Manage end-to-end investment / insurance sales for Business Banking
Key Result Areas and Responsibilities
- 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.