About the Role
In this role, you will focus on acquiring High Net Worth mortgage customers for the company and drive mortgage business development initiatives. Your mission is to consistently exceed monthly KPI and sales targets while adhering to all relevant policies and regulations.
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Responsibilities
- Acquire High Net Worth mortgage customers for the company.
- Consistently exceed monthly KPI targets and achieve monthly sales targets for the financial year.
- Lead mortgage business development initiatives within targeted segments, including real estate partners, approved mortgage brokers, and in residential and commercial developments.
- Adhere to all policies related to KYC/AML as established by the company.
- Ensure full accreditation for selling mortgages and Islamic solutions.
- Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
- Participate in team activities such as morning huddles, training and coaching sessions, and complete mandatory compliance and fraud training.
- Engage in Lean and rewards celebrations.
- Follow market intelligence, including internal needs and competitor activity.
- Maintain professional, technical, and product knowledge by attending various training sessions and sales workshops as directed by management.
- Ensure control requirements of the business are adhered to in line with company policies to promote quality growth.
Requirements
- Fully accredited for selling mortgages and Islamic solutions.
- Strong understanding of KYC/AML policies.
- Proven experience in mortgage sales, particularly targeting High Net Worth individuals.
- Strong business development skills and ability to build relationships with real estate partners and mortgage brokers.
- Excellent communication skills and the ability to record and analyze sales data.
Benefits
- Competitive compensation package.
- Opportunities for professional development through training and workshops.
- Participation in team activities and celebrations promoting a collaborative work environment.
- Adherence to policies that promote ethical and quality business growth.
