Relationship Manager - Mortgage Acquisition
Yubi
Posted on 8 Sep
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
- Source new business opportunities for retail and commercial mortgages through direct sales efforts, lead generation, and strategic partnerships.
- Identify and pursue key business prospects, conducting market research and developing targeted sales strategies.
- Engage in direct sales activities, presenting mortgage products, and closing deals with prospective clients.
- Develop and maintain long-term relationships with clients, ensuring customer satisfaction and fostering repeat business.
- Collaborate with various channel partners, such as real estate agents, mortgage brokers, and financial advisors, to expand the mortgage product reach.
- Train and support channel partners on mortgage products, policies, and procedures, ensuring a seamless customer experience.
- Identify and establish strategic partnerships with relevant industry players to drive referrals and cross-selling opportunities.
- Manage a portfolio of mortgage clients, ensuring excellent service delivery and adherence to turnaround times and Service Level Agreements (SLAs).
- Oversee the mortgage application process, coordinating with internal teams for credit evaluation, documentation, and closing.
- Provide feedback to product managers on process improvements and service-related issues to enhance customer experiences.
- Engage in cross-selling activities, offering additional financial products and services to existing clients.
- Set and achieve monthly and quarterly sales targets aligned with business KPIs.
- Provide timely and accurate reports on sales activities, performance metrics, and pipeline projections.
- Ensure compliance with all relevant rules, regulations, and internal policies related to mortgage lending and sales practices.
Desired Candidate Profile
Bachelor's/Master s degree in a relevant field (e.g., Business, Finance, Marketing).
Minimum of 4 years of experience in mortgage sales, banking, or related financial services.
Proven track record of achieving and exceeding sales targets in a competitive environment.
Strong knowledge of mortgage products, lending practices, and compliance requirements.
Excellent communication, presentation, and negotiation skills.
Proficiency in using Customer Relationship Management (CRM) systems and relevant software tools.
Ability to work independently and as part of a team, managing multiple priorities effectively.
Willingness to travel as required to meet with clients and channel partners.
This role offers an exciting opportunity to be a part of a dynamic mortgage lending team, driving business growth and delivering exceptional customer experiences.
Company Industry
Department / Functional Area
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