Mortgage Advisor

4 أبريل، 2023

0 0 دقيقة واحدة

Mortgage Advisor

الوصف الوظيفي

Roles and Responsibilities

Carrying the brand name with utmost integrity and ensuring to avoid such actions that may result in to reputational risk of the organization.

Thorough understanding of Residential, Commercial, Off-Plan, Bulk mortgages, Land & Construction finance loans. Achieve monthly/ quarterly/ sales KPIs as directed by the Management in line with ‘Revenue’ targets.
Prospect new clients via sales calls, direct mail and networking events.

Assessing client prerequisites and recommend suitable options from products suite as per their requirements.
Prepare, present, promote and sell products/services using solid arguments to existing and prospective clients.
Regularly generate pipeline of new opportunities and increase Sales volumes

Tie-ups with Introducers and channel partners to generate business avenues and increase business opportunities.
Maintain solid relationships with Business partners such as Banks, Developers, Real Estate Introducers
Handling HNW clients with an aim to successful closure of leads obtained from ‘Alternate channels’

Demonstrating knowledge of Corporate and Wealth banking products and actively referring leads to other respective teams To keep abreast of trends and developments in the real estate market, as well as the changing rules and regulations
Identify potential ‘Introducer’ and bring them to table for initial discussion for Tie-ups.
Participate in Developer events/conferences to help promote ‘Mortgage’, ‘Corporate’ and ‘Wealth’ advisory programs.
Timely update and maintain call memos of leads generated with complete client details and reporting to management as and when asked.
Obtain timely coaching from Private and Wealth Banking teams on new and existing products for business referrals.

Maintaining office decorum and discipline intact including but not limited to office timings, attire and appearance, usage of office assets, communication and behaviour.

Qualifications and Skills Requirements

Ambitious and self-motivated. Self-driven by integrity, company ethos and values.

Strong relationship management skills with excellent selling, negotiation and communication skills. Ability to work independently with minimum supervision in a fast-pace, high performing organization.