Sr Executive - Personal Financial Services Branch Sales (Mortgage)

If you are looking to excel and make a difference, take a closer look at us…

Key Responsibilities

• Sales Acquisition: Aggressively source and book new mortgage loans to meet or exceed monthly sales targets.
• Relationship Management: Build and maintain strong networks including property developers, real estate agents, lawyers, and valuers.
• Market Presence: Actively attend developer project launches, property exhibitions, and roadshows to capture leads.
• Cross-Selling: Promote other banking products such as credit cards and insurance (MRTA/MLTA).
• End-to-End Processing:
  • Conduct initial interviews with applicants (KYC - Know Your Customer).
  • Collect and verify financial documents (income statements, EPF, etc.).
  • Perform data entry into the bank's lending system (e.g., LOAD$).
  • Follow up on loan approvals and ensure the Letter of Offer is signed by the customer.