Relationship Manager - Mortgage Acquisition (Across Channels)

Yubi Group; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services firm in Dubai is seeking a Relationship Manager - Mortgage Acquisition to drive the acquisition of new mortgage business through various channels. The role involves managing client relationships, achieving sales targets, and collaborating with channel partners. Ideal candidates will have a degree in Finance or Business, with at least 4 years of experience in mortgage sales. Competitive salary offered with additional benefits.

Qualifications

• Minimum of 4 years of experience in mortgage sales, banking or related financial services.
• Proven track record of achieving and exceeding sales targets.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Drive acquisition of new mortgage business through various channels.
• Manage customer portfolio and ensure excellent service delivery.
• Set and achieve monthly and quarterly sales targets.

Skills

Achieving sales targets

Mortgage product knowledge

Communication skills

Negotiation skills

CRM proficiency

Education

Bachelor’s / Master’s degree in Business, Finance, or Marketing

Job description

Relationship Manager - Mortgage Acquisition (across Channels) (Experience: 4 to 15 years)

Role Overview

The Relationship Manager - Mortgage Acquisition (across Channels) is responsible for driving the acquisition of new mortgage business through various channels including direct sales partnerships and strategic alliances. This role encompasses the entire sales cycle from prospecting and lead generation to closing deals and managing client relationships.

Key Responsibilities

Sales and Business Development

• 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.

Channel Management and Partnerships

• 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.

Portfolio Management and Customer Service

• 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.

Reporting and Compliance

• 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.

Qualifications and Skills

• 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.