
Assistant Relationship Manager - Mortgage.Injaz - RBG - Mortgages.Retail Banking Group
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⢠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.
Requirements
- ā¢Acquire High Net Worth mortgage customers for the Bank.
- ā¢Consistently exceed monthly KPI targets achieve monthly sales targets in the financial year.
- ā¢Lead mortgage business development initiatives within targeted segments.
- ā¢Adhere to all policies with regard to KYC/ AML.
- ā¢Be fully accredited for selling mortgages Islamic solution.
- ā¢Record all sales activities in Daily Sales Reports and update CRM.
- ā¢Participate in all Team Activities like morning huddles, training and coaching.
- ā¢Maintain professional, technical and product knowledge.
Responsibilities
- ā¢Acquire High Net Worth mortgage customers for the Bank.
- ā¢Consistently exceed monthly KPI targets achieve monthly sales targets in the financial year.
- ā¢Lead mortgage business development initiatives within targeted segments.
- ā¢Adhere to all policies with regard to KYC/ AML.
- ā¢Be fully accredited for selling mortgages Islamic solution.
- ā¢Record all sales activities in Daily Sales Reports and update CRM.
- ā¢Participate in all Team Activities like morning huddles, training and coaching.
- ā¢Maintain professional, technical and product knowledge.
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