Mortgage Solutions Specialist — Drive Client Wins

RHB Group; Kuala Lumpur; On-site; MYR 33,000 - 56,000; Full time

Job summary

A leading banking institution in Malaysia is seeking a Mortgage Sales Consultant to engage with customers and guide them through mortgage applications. This entry-level role requires a strong understanding of the mortgage industry and excellent communication skills. The ideal candidate will proactively identify customer needs and exceed sales targets while providing exceptional service. Fluency in Bahasa Malaysia and English is essential.

Qualifications

• 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.

Responsibilities

• Identify and engage with potential customers.
• Evaluate customer financial profiles for mortgage product recommendations.
• Guide customers through the mortgage application process.

Skills

Mortgage sales experience

Interpersonal communication

Customer service

Financial needs assessment

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