Assistant Manager. Direct Sales (Mortgage Business Development)

Assistant Manager. Direct Sales (Mortgage Business Development) Post Date 17/12/2024 Division Retail Banking Department/Branch BMD - DS Mortgage Job Purpose: To generate new business and revenue for the Bank by exceeding or meeting sales targets for mortgage loan acquisitions. Build and maintain strong customer relationships for upselling and cross-selling opportunities Main Responsibilities: • Solicit Mortgage Opportunities: Engage with prospective and existing clients through calls to identify and secure mortgage opportunities; meet or exceed monthly and annual sales and cross-selling targets. • Promote Banking Products: Actively promote and cross-sell other banking products, such as policy loans and general insurance, to enhance customer engagement and drive additional revenue. • Documentation and Drawdown: Follow up on loan documentation and account opening processes to ensure a smooth and efficient drawdown. • Customer Relationship Management: Build and maintain customer relationships to encourage cross-selling and referral opportunities; effectively utilize referral agencies through strong relationship management. • Market Intelligence: Provide insights and market intelligence to Branch Management and the Retail Credit Department to support product development, credit underwriting, and process improvements. • Customer Satisfaction: Handle customer inquiries professionally, ensuring high levels of customer satisfaction while maintaining vigilance in managing customer data and compliance with regulatory requirements throughout the process. Incumbent Requirements: • Education: Secondary school graduate or above with 3 years of experience in the banking industry, or a degree holder with 1 year of relevant working experience. • Skills: - Strong interpersonal and communication skills, both verbal and written. - Proactive, eager to learn, and hardworking. - Customer-oriented and self-motivated, with the ability to work under pressure to meet targets. • Additional Requirement: Passing IIQE licenses is preferred. • Proficient in both spoken and written English and Chinese. Please note that only shortlisted candidates will be notified. #J-18808-Ljbffr