Assistant Manager Mortgage Business Development & Partner Acquisition

Alliance Bank; Kuala Lumpur; On-site; MYR 70,000 - 90,000; Full time

Job summary

A prominent financial institution in Kuala Lumpur seeks an Assistant Manager for Mortgage Business Development & Partner Acquisition. This role involves acquiring new partners, developing marketing strategies, and ensuring compliance with regulatory requirements. The ideal candidate should possess strong knowledge of mortgage products, have a proven track record in business development, and be skilled in digital marketing strategies. A bachelor's degree in a relevant field is essential for application.

Qualifications

• Strong knowledge of mortgage products and property market trends.
• Proven experience in business development and partner acquisition.
• Solid understanding of digital marketing strategies.

Responsibilities

• Acquire new partners for mortgage leads referral scheme.
• Develop marketing strategies to position mortgage offerings.
• Collaborate with internal marketing teams on campaigns.

Skills

Mortgage products knowledge

Business development

Digital marketing strategies

Relationship management

Analytical skills

Communication skills

Education

Bachelor’s degree in business, Marketing, Finance, Economics

Tools

CRM systems

Lead management systems

Online referral platforms

Job description

Assistant Manager, Mortgage Business Development & Partner Acquisition

Responsibilities

• New partners acquisition, sign-up partners for mortgage leads referral scheme and to grow primary and secondary mortgage market share.
• Identify business opportunities, formulate the business development plan, table the strategies, execute proposals with data analytics and conduct competitor analysis.
• Increase partner acquisition by rolling out digital marketing campaign to boost referral and loan acquisition from MPIS channels.
• Provide support and product knowledge to mortgage partners and enable them to equip with adequate product knowledge for cross selling.
• Develop and execute integrated marketing strategies to position the Bank’s mortgage offerings as market-leading solutions.
• Collaborate with internal marketing teams to design campaigns, EDMs, banners, and content that attract high-quality referrals and strengthen brand presence.
• Introduce straight through digital mortgage journey to partners and customers, enhancing engagement and conversion rates.
• Continuously measure marketing campaign effectiveness using analytics dashboards and optimize strategies based on performance data.
• Manage system-related matters, including system enhancement requests and digital journey improvements for mortgage referrals and applications.
• Oversee and enhance the Sales Lead Management System and MPIS Online Referral Platform (MPIS Microsite).

Operational Excellence & Control

• Manage MPIS registration processes and conduct annual reviews of MPIS partners, panel valuers, and related stakeholders.
• Ensure full compliance with the Bank’s Mortgage Partner-in-Sales (MPIS), Panel Valuer SOPs, policies, and regulatory requirements.
• Collaborate with internal stakeholders to ensure efficient lead management, backroom support, and smooth operational processes.
• Provide sales advisory support by addressing queries, feedback, and issues from sales teams and external partners.
• Proposal for new valuer/new branch office as Bank’s panel valuer.
• Review valuer alphabetical grouping on yearly basis.
• Conduct panel valuer review and submit recommendation to retain/remove the panel valuer.

Qualifications

• Strong knowledge of mortgage products, property market trends, and consumer banking solutions.
• Proven experience in business development, partner acquisition, or channel sales, preferably within the financial services or property industry.
• Solid understanding of digital marketing strategies (social media, EDM, referral campaigns) to drive partner engagement and lead generation.
• Hands-on experience in relationship management with external partners, agencies, or distribution networks.
• Proficiency in using CRM, lead management systems, and online referral platforms.
• Strong analytical and problem-solving skills with the ability to interpret data and generate actionable insights.
• Excellent communication, presentation, and negotiation skills.

Experience Requirements

• Minimum 3 years’ experience in business development, mortgage sales, partner acquisition, or related roles.
• Experience working with financial institutions, property developers, or real estate agencies is highly desirable.
• Prior exposure to digital transformation initiatives (AI adoption, digital campaigns, system enhancements) will be an advantage.
• Demonstrated ability to manage multiple stakeholders, projects, and campaigns simultaneously.

Education

• Bachelor’s degree in business, Marketing, Finance, Economics, or a related field.
• Professional certifications in Digital Marketing, Data Analytics, or AI/Automation tools will be an added advantage.

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