Summary
Mashreq is seeking a Senior Mortgage Advisor in the United Arab Emirates. The role focuses on acquiring high-net-worth mortgage customers and meeting monthly sales and KPI targets. Responsibilities include developing business through targeted segments, real estate partners and approved mortgage brokers, while following the Bank’s KYC, AML and other control policies. The advisor must be accredited to sell mortgage and Islamic finance solutions and maintain sales records in CRM and daily reports.
The posting
As published on mashreq.com. Pulled from the employer's site and shown as they wrote it.
- Acquire High Net Worth mortgage customers for the Bank
- Consistently exceed monthly KPI targets & achieve monthly sales targets in the financial year.
- Lead mortgage business development initiatives within targeted segments, real estate partners and approved mortgage brokers and in residential and commercial developments.
- Adhere to all policies with regard to KYC/ AML as set out by the Bank from time to time.
- Should be fully accredited for selling mortgages & Islamic solution.
- Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
- Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.
- Follow market intelligence including internal needs & competitor activity
- Maintains professional, technical and product knowledge by attending various trainings & sales workshops as guided by the management.
Ensure control requirement of the business are adhered to in line with Bank policies to ensure quality growth in business.