Assistant Manager, Mortgage Business Development & Partner Acquisition

Alliance Bank; Kuala Lumpur; On-site; MYR 80,000 - 100,000; Full time

Job summary

A major financial institution in Kuala Lumpur is seeking an Assistant Manager for Mortgage Business Development & Partner Acquisition. The role focuses on acquiring new partners, developing marketing strategies, and ensuring compliance with regulatory requirements. Candidates should have at least 3 years of experience in business development within financial services, along with strong knowledge of mortgage products and digital marketing strategies. Excellent communication skills and the ability to manage multiple stakeholders are essential. Professional certifications in related fields will be an advantage.

Qualifications

• Strong knowledge of mortgage products and 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 integrated marketing strategies for mortgage offerings.
• Conduct annual reviews of MPIS partners.

Skills

Knowledge of mortgage products

Business development experience

Understanding of digital marketing strategies

Relationship management

Proficiency in CRM systems

Analytical and problem-solving skills

Excellent communication skills

Education

Bachelor's degree in business or related field

Tools

CRM and lead management systems

Job description

Assistant Manager, Mortgage Business Development & Partner Acquisition

Responsibilities

• 1. New partners acquisition, sign-up partners for mortgage leads referral scheme and to grow primary and secondary mortgage market share.
• 2. Identify business opportunities, formulate the business development plan, table the strategies, execute proposals with data analytics and conduct competitor analysis.
• 3. Increase partner acquisition by rolling out digital marketing campaign to boost referral and loan acquisition from MPIS channels.
• 4. Provide support and product knowledge to mortgage partners and enable them to equip with adequate product knowledge for cross selling.

• 1. Develop and execute integrated marketing strategies to position the Bank’s mortgage offerings as market-leading solutions.
• 2. Collaborate with internal marketing teams to design campaigns, EDMs, banners, and content that attract high-quality referrals and strengthen brand presence.
• 3. Introduce straight through digital mortgage journey to partners and customers, enhancing engagement and conversion rates.
• 4. Continuously measure marketing campaign effectiveness using analytics dashboards and optimize strategies based on performance data.
• 5. Manage system-related matters, including system enhancement requests and digital journey improvements for mortgage referrals and applications.
• 6. Oversee and enhance the Sales Lead Management System and MPIS Online Referral Platform (MPIS Microsite).

• 1. Manage MPIS registration processes and conduct annual reviews of MPIS partners, panel valuers, and related stakeholders.
• 2. Ensure full compliance with the Bank’s Mortgage Partner-in-Sales (MPIS), Panel Valuer SOPs, policies, and regulatory requirements.
• 3. Collaborate with internal stakeholders to ensure efficient lead management, backroom support, and smooth operational processes.
• 4. Provide sales advisory support by addressing queries, feedback, and issues from sales teams and external partners.

• 1. Proposal for new valuer/new branch office as Bank’s panel valuer.
• 2. Review valuer alphabetical grouping on yearly basis.
• 3. Conduct panel valuer review and submit recommendation to retain/remove the panel valuer.

Skills and 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.