Personal Sales Advisor

Accounting / Finance Banking Full Time
  • Accounting / Finance
  • Banking
  • Full Time
  • Sharjah - United Arab Emirates
  • Attractive Salary AED / Month
  • Salary: Attractive Salary
  • 3 – 4 years of experience in Retail banking / Branch Banking

Website Commercial Bank of Dubai

Commercial Bank of Dubai (CBD) is a UAE banking and financial services corporation headquartered in Deira, Dubai. With more than $10 billion in assets, Gulf Business listed CBD as the 35th largest bank in the Gulf Region. It also figures in the Dubai Financial Market index.

Personal Sales Advisor


Job Purpose:

As a PSA you will be 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.

Principal Accountabilities:

Work Management:

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.

Personal Loans/Finance

Fresh/Buy Out/Top up

Expats, Long & Short Tenure UAE Nationals

Conventional Credit Cards (Primary & Supplementary)

Islamic Credit Cards (Primary & Supplementary)

Auto Loans




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 filled completely and accurately without any missing required document.

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 maintained at all times.

Service and Quality:

Proactively help customers to reduce their waiting time.

Ensure customers are on-boarded (new accounts) and served within prescribed 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.


Education and Experience:

Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.

3 – 4 years of experience in Retail banking / Branch Banking

To apply for this job please visit

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