Senior Mortgage Advisor

Description 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.

Fully accredited for selling mortgages & Islamic solutions. Adherence to KYC/AML policies. CRM usage and daily sales reporting. Participation in team activities and compliance trainings. Professional, technical, and product knowledge maintenance through trainings and workshops. Ability to lead mortgage business development initiatives and consistently meet KPI targets. Knowledge of real estate partners, approved mortgage brokers, and residential/commercial developments.

Acquire high net worth mortgage customers for the bank. Consistently exceed monthly KPI targets and sales targets. Lead mortgage business development within targeted segments, real estate partners, and approved mortgage brokers in residential and commercial developments. Record all sales activities in Daily Sales Reports and update CRM for leads and contacts. Participate in team activities, training, coaching, compliance and fraud trainings, Lean & rewards celebrations. Follow market intelligence including internal needs and competitor activity. Maintain professional, technical and product knowledge through trainings and sales workshops. Ensure controls in line with Bank policies to ensure quality growth in business.