Officer – Personal Loans

Website Transguard Group

Job Description:

Transguard Group was established in 2001 and has diversified significantly, we lead in the fields of Cash Services, Security Services, Manpower Services, Facilities Management & Aviation. Transguard Group is the UAE’s most trusted business support and outsourcing provider and has a large, dynamic and culturally diverse workforce with 50,000 employees! We are currently recruiting for a Relationship Officer- Personal Loans  to be based out of their Dubai office.

Job Responsibilities:

  • To ensure that I do the documents original sighting as laid out in the original sighting guidelines of the KYC policy of the bank.
  • To ensure that the sales process prescribed by the bank is fully adhered to.
  • Verify that potential customers satisfy all criteria required of a desired customer profile as outlined by the bank.
  • Derive insight to competitor’s sales activities and effectively report them to the Area Sales Manager/Relationship Manager.
  • Ensure full awareness of all policies related to operational risk and mis selling, etc & comply by the same.
  • Maintain complete and detailed knowledge of all assigned products. Maintain accurate and up to date activity records.
  • To ensure that prospects are clearly communicated about the bank charges/terms and conditions.
  • To ensure “Know Your Customer” requirements as prescribed by the bank are duly adhered to. All the legal and compliance guidelines provided by the bank are adhered to.
  • Data confidentiality and secrecy norms of the bank are adhered to.
  • To ensure that no customer application is misplaced and is kept in safe custody.
  • Identify potential customers through databases, cold calling, follow up leads and telephone/personal contacts etc.
  • To sell Personal finance products to the specified target customers/segments and meet monthly sales targets.
  • To contact potential customers and convince them about the bank’s product offerings.
  • Ensuring that the conclusions on all the business sourced on Telesales leads, should be reported to ARM/RM.
  • To ensure that code of the conduct as per the bank bank’s policy are adhered to.
  • To ensure that all the documents provided by the customer for completion the card applications are duly checked and forwarded to the relevant bank officers.

Job Requirements:

  • Results focused.
  • Customer service focused.
  • Knowledge and understanding of general banking procedures.
  • Proven ability to build / sustain relationships with customers. Ability to communicate effectively in English (written and verbal).
  • Minimum education high school or graduate.
  • Knowledge and understanding of general banking procedures.
  • Minimum of 2 year’s sales experience in the banking / financial services industry, specifically related to personal finance in the UAE market.
  • Demonstrable track record of working within a highly target driven environment with the ability to plan / manage their own work schedule.

Job Details:


Company: Transguard Group

Vacancy Type: Full Time

Job Location: Dubai, UAE

Application Deadline: N/A

To apply for this job please visit careers.transguardgroup.com.


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