Senior Mortgage Advisor.Injaz - RBG - Mortgages.Retail Banking Group
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Key skills for this role
About the Role
Mashreq is seeking a Senior Mortgage Advisor to acquire high net worth mortgage customers and exceed monthly sales targets. The role involves leading business development initiatives with real estate partners and brokers, adhering to KYC/AML policies, and maintaining product knowledge.
Key Skills for This Role
Responsibilities
- Acquire high net worth mortgage customers for the bank
- Consistently exceed monthly KPI targets and achieve monthly sales targets
- Lead mortgage business development initiatives within targeted segments, real estate partners, and approved mortgage brokers
- Adhere to all policies with regard to KYC/AML as set out by the bank
- Record all sales activities in Daily Sales Reports and update CRM for leads and contacts
- Participate in team activities like morning huddles, training, and coaching
- Follow market intelligence including internal needs and competitor activity
- Maintain professional, technical, and product knowledge by attending trainings and sales workshops
Requirements
- Fully accredited for selling mortgages and Islamic solutions
- Proven track record in acquiring high net worth mortgage customers
- Ability to exceed monthly KPI targets and achieve sales targets
- Knowledge of KYC/AML policies
Full Job Posting
Key Responsibilities
- Acquire High Net Worth mortgage customers for the Bank
- Consistently exceed monthly KPI targets & achieve monthly sales targets in the financial year
- Lead mortgage business development initiatives within targeted segments, real estate partners and approved mortgage brokers and in residential and commercial developments
- Adhere to all policies with regard to KYC/ AML as set out by the Bank from time to time
- Should be fully accredited for selling mortgages & Islamic solution
- Record all sales activities in Daily Sales Reports and update CRM for leads and contacts
- Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations
- Follow market intelligence including internal needs & competitor activity
- Maintains professional, technical and product knowledge by attending various trainings & sales workshops as guided by the management
- Ensure control requirement of the business are adhered to in line with Bank policies to ensure quality growth in business
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