Senior Mortgage Advisor

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.

Accredited for selling mortgages and Islamic financial solutions. Adherence to KYC/AML policies. Proficient in recording sales activities and maintaining CRM for leads and contacts.

Acquire high net worth mortgage customers and consistently exceed monthly KPI targets. Lead mortgage business development with targeted segments, real estate partners, and approved mortgage brokers in residential and commercial developments. Adhere to KYC/AML policies. Maintain 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, training, coaching, and mandatory compliance and fraud trainings. Monitor market intelligence (internal needs and competitor activity). Maintain professional and product knowledge through trainings and workshops. Ensure adherence to bank policies and control requirements to drive quality growth.