- 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.
