KEY ACCOUNTABILITIES
Sales & Revenue Growth:
- Drive priority banking growth by consistently achieving Mortgage Real Estate Finance targets through effective sales planning and execution.
- Deliver portfolio revenue and volume targets by identifying opportunities and maximizing customer value across assigned accounts.
Customer Acquisition:
- Acquire new affluent and NTB (new-to-bank) customers through targeted prospecting and relationship-building efforts.
- Expand the client base by leveraging diverse sourcing channels, including referrals, networking, and market outreach activities.
Portfolio & Relationship Management:
- Manage and grow a portfolio of affluent customers by actively monitoring performance and identifying growth opportunities.
- Build and maintain strong client relationships to enhance customer loyalty, retention, and long-term profitability.
Advisory & Client Engagement:
- Act as a trusted financial advisor by providing tailored mortgage and real estate finance solutions aligned with client needs.
- Conduct regular client meetings and visits while delivering professional product presentations to strengthen engagement.
Cross-Selling & Growth:
- Increase portfolio value by identifying cross-selling opportunities and promoting suitable banking products and service upgrades.
Customer Experience & Service:
- Deliver high-quality customer service by efficiently handling inquiries, resolving complaints, and ensuring a seamless client experience.
Minimum Qualifications:
- Bachelor’s degree in Commerce, Business Administration, Accounting or its equivalence
- 1 to 3 years of sales experience in real estate or mortgage finance sector.
