The Client Relationship Agent (“CRA”) shall be responsible for the recruitment of new Principatus
Life policy holders.
The CRA shall seek qualified candidates and businesses that may be benefited from the products
offered by Principatus Life and its affiliates including, but not limited to, the Wealth Builder Life
The CRA shall be supervised by the Executive Vice President of Regional Annuity Management
and/or His or Her Assigns.
1. The CRA shall learn all aspects of the Principatus Wealth Builder Life Insurance product.
2. The CRA shall identify prospective clients to be benefited by the products of Principatus
Life. He or she shall contact these clients and shall establish quality relationships in order
to facilitate a potential product sale.
3. The CRA shall represent Principatus Life in a fashion that is completely and wholly
professional with a focus on excellent appearance, eloquent communication, sophisticated
understanding of private banking, and effective investment. The CRA shall communicate
an image of stability, power and performance at all times.
4. The CRA shall maintain excellent contact with each client and shall always maintain
punctuality and timely communication.
5. The CRA shall work toward the sale of the products of Principatus Life with each client,
taking into account the specific needs and requirements of each client. Upon the closure
of the sale, the CRA shall submit the proper documentation to Principatus Life.
6. The CRA shall maintain regular contact with his or her Direct Supervisor by means of email
, telephone or in-person means of communication and on a schedule set by the
7. The CRA shall attend all requested meetings and training sessions in order to maintain a
mastery of skill and product knowledge.
WORK ENVIRONMENT SUMMARY
The CRA shall be permitted to work from his or her home environment and according to his or
her own schedule. The CRA shall provide an update to his or her Direct Supervisor as requested
by the Direct Supervisor, but shall not be required to attend a daily meeting or to spend time in
Risk Analyst Dubai
Corporate Credit Proposal writing, Financial Statements Analysis, Commercial Credit Operations, Account Management, Credit Risk Evaluation and Account Yield/ Product wise profitability accounting.
Responsibilities included and not limited to:
Effectively assessed credit risk (current and potential), client viability, analyzing financial statements and cash flow statement, interpretation of complex financial adjustments.
Perform (quantitative and qualitative) analysis of requests for corporate lines of credit.
Assessing working capital requirement, accordingly facility structuring & pricing of services offered.
Evaluate various risk associated with the credit proposals to be submitted by branch exceeding their delegated limits and make recommendations for approval or rejection to the Head of Corporate Banking to be further submitted to Risk Management Department.
Coordinate with Risk Management Department regarding credit monitoring i.e. past dues, breach of limit of corporate accounts, security creation, on a regular basis.
Calculate, track positive and negative yield statistics, report findings to branch head & Risk dept.
Responsible for day to day portfolio management, assigned to RM.
Compute corporate account yearly yield /product wise profitability accounting.
Ensures all commercial trade requests of clients are executed with complete customer satisfaction.
Conducting Financial, Business, Operational and Market Risk analysis of the existing /new clients.
Handle financial statements like Audited, Reviewed, Qualified, Combined and Consolidated.
Capable to conclude logical judgments and possess expedited critical thinking.
Excellent oral & written communication skills.
Capable to handle multiple tasks & work in a multi cultural team environment.
Familiar with Word, Excel & banking software like Geneva Platform, Finnacle, Flex cube, T24.
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Business Development Executive
*Looking for Dynamic go getter sales person in the field of Rice and Spices.
*Having adequate experience in Rice with ability to travel and cover UAE and neighboring Countries.
*Good Communication in English, Arabic and Urdhu smart personality.
Experience : 3-5 yr
Salary : Negotiable based on skills and experience.
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We are in the financial sector and in need of two (2) Senior Remedial Officers.
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*Someone who can actively and consistently contact and source new clients.
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*The candidate must be assertive, well spoken, have a positive attitude, be able to work on their own or in a team.
*The candidate must be able to create new business relationships.