Mortgage Solutions Consultant

RHB Banking Group; Seberang Perai; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Banking Group in Malaysia is seeking a results-driven Mortgage Sales Specialist to drive customer acquisition and financing solutions. You will assess clients' financial needs and match suitable mortgage products while guiding applicants through the full approval process.

Build strong relationships with real estate agents, developers, and referral partners; stay current with market trends and regulatory changes; and deliver an outstanding customer experience.

Qualifications

• Proven track record in mortgage/financial sales or a consultative sales role.
• Strong understanding of mortgage products, regulatory environment, and industry trends.
• Excellent communication and interpersonal skills.
• Ability to work independently and in a team to achieve sales targets.
• Customer-centric mindset with a real desire to help clients achieve financial goals.
• Fluency in Bahasa Malaysia and English (written and spoken).

Responsibilities

• Identify and engage with potential customers to assess financing needs and property goals.
• Evaluate client financial profiles and recommend suitable mortgage products.
• Guide customers through the mortgage application and approval process.
• Aim to achieve and exceed sales targets through lead generation and conversion.
• Build and maintain relationships with real estate agents, developers, and referral partners.
• Stay up-to-date with market trends, regulatory changes, and new mortgage products.
• Provide excellent customer service and ensure a smooth client experience.

Skills

Mortgage sales

Regulatory knowledge

Customer relations

Communication skills

Independence & 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.