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Job ResponsibilitiesDrive Mortgage Sales Growth by proactively generating and closing mortgage business to achieve individual and departmental sales targets.
Leverage existing client networks to expand market share within the bank's target customer segments.
Expand strategic business roadmaps to drive growth market share and penetration across BCS segments for PFS product (In-house referral)
Client Acquisition - Identify, approach, and convert high-potential clients through strong personal connections and referral network(Real Estate Agent)
Relationship Management - Build and maintain long-term relationships by providing tailored mortgage solutions that meet client needs.
Drive strategic performance to achieve mortgage business goal. Serve as the main contact point for client (customer) and partners (REA), ensuring high levels of responsiveness, service excellence, and trust.
Actively engage and maintain strategic relationships with real estate agency/agents, to drive mortgage business and support and gain deep insights understanding of market sentiments and insights.
Keep abreast of market trends, competitors, and regulatory changes, providing feedback to management for timely action.
Conduct periodic business and performance review with key partners to strengthen engagement, improve service quality, drive retention and satisfaction.
Collaboration - work closely with internal teams (e.g., Branch, Wealth, Retail, and Business Banking) to capture bundled business opportunities.
Cross-Selling to ensure smooth coordination with credit, operations, and support teams to deliver superior client experience.
Support management in shaping business plans, campaigns, and initiatives to capture market opportunities.
Deliver monthly performance target reports to show support visibility on sales momentum and team productivity.
Adhere to all compliance, risk management, and service standards to protect the bank's reputation and ensure sustainable growth.
Education/QualificationMinimum 3 year(s) of managerial experience in the banking or related field is required for this position.
Experience in Client Relationship Management roles, High Net Worth client segment or equivalent.
preferred.
Proactive and able to drive daily sales and operational performance.
Good in communication, interpersonal, presentation and basic negotiation skills.
Good product knowledge with practical market insight.
Good coordinate with internal employee to ensure smooth execution.
Ability in Microsoft Excel Word.
About Hong Leong Bank
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