A leading financial institution is looking for candidates for the Mortgage Consultant role in Damansara Utama. The successful candidate will engage potential customers, evaluate their financial profiles, and recommend suitable mortgage products. The role involves achieving sales targets through effective lead generation and maintaining strong relationships with referral partners. Ideal candidates should have a proven track record in mortgage sales and excellent communication skills with proficiency in Bahasa Malaysia and English.
Qualifications
Experience in mortgage or financial sales roles is essential.
Strong understanding of mortgage products and regulations is required.
Excellent verbal and written communication skills are necessary.
Responsibilities
Identify and engage with potential customers to understand their financial needs.
Evaluate customer profiles and recommend suitable mortgage products.
Guide customers through the mortgage application process.
Achieve individual sales targets through lead generation.
Build strong relationships with real estate agents and referral partners.
Stay informed about market trends and mortgage products.
Provide excellent customer service to ensure a seamless experience.
Skills
Proven track record in mortgage/financial sales
Strong understanding of the mortgage industry
Excellent communication skills
Ability to work independently
Customer-centric mindset
Proficiency in Bahasa Malaysia
Proficiency in English
Job description
Walk‑In Interview Location : Damansara Utama, Jalan SS 21/39
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.