Mortgage Sales Consultant

RHB Group; Selangor; On-site; MYR 67,000 - 112,000; Full time

Job summary

RHB Group is seeking a mortgage sales professional in Malaysia to proactively identify potential customers, understand their financial needs and property goals, and tailor mortgage solutions. You will guide clients through the full application and approval process while aiming to exceed sales targets.

Building strong relationships with real estate agents and referral partners is essential in this front-facing role.

Qualifications

• Understand customer financial needs and property goals.
• Evaluate financial profiles and recommend mortgage products.
• Guide customers through mortgage application and approval process.
• Build relationships with real estate agents, developers and referral partners.

Responsibilities

• Identify and engage potential customers to understand their financial needs and property goals.
• Evaluate customer financial profiles and recommend suitable mortgage products and solutions.
• Guide customers through the entire mortgage application and approval process.
• Achieve and exceed individual sales targets through effective lead generation and conversion.
• Build and maintain strong relationships with real estate agents, developers, and other referral partners.

Skills

Mortgage sales

Regulatory knowledge

Communication skills

Teamwork

Bilingual BM & English

Job description

• Proactively identify and engage with potential customers to understand their financial needs and property goals
• Evaluate customer financial profiles and recommend suitable mortgage products and solutions
• Guide customers through the entire mortgage application and approval process
• Achieve and exceed individual sales targets through effective lead generation and conversion
• Build and maintain strong relationships with real estate agents, developers, and other referral partners
• Stay up-to-date with market trends, regulatory changes, and new mortgage products and features
• Provide excellent customer service and ensure a smooth and seamless experience for clients

What You'll Be Doing

• Proactively identify and engage with potential customers to understand their financial needs and property goals
• Evaluate customer financial profiles and recommend suitable mortgage products and solutions
• Guide customers through the entire mortgage application and approval process
• Achieve and exceed individual sales targets through effective lead generation and conversion
• Build and maintain strong relationships with real estate agents, developers, and other referral partners
• Stay up-to-date with market trends, regulatory changes, and new mortgage products and features
• Provide excellent customer service and ensure a smooth and seamless experience for clients

What We're Looking For

• Proven track record in mortgage/financial sales or a similar consultative sales role
• Strong understanding of the mortgage industry, products, and regulatory environment
• Excellent communication and interpersonal skills to engage effectively with customers
• Ability to work independently and as part of a team to achieve sales targets
• Customer-centric mindset and a genuine desire to help clients achieve their financial goals
• Proficiency in Bahasa Malaysia and English, both written and spoken