Mortgage Specialist

Alliance Bank Malaysia Berhad; Johor Bahru; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial institution in Malaysia is seeking a professional for Sales Prospecting. The role involves sourcing prospective clients through alliances, collaborating with branches for referrals, ensuring compliance with organizational policies, and delivering excellent customer service. The candidate should be proactive in providing market feedback and adapting to business needs.

Responsibilities

• Source for prospective clients through business alliances.
• Collaborate with branches to improve referrals and cross-sales.
• Ensure adherence to responsible selling guidelines.
• Ensure timely completion of application processes.
• Deliver excellent customer service and achieve positive feedback.
• Provide market intelligence and customer feedback.

Job description

Sales Prospecting

• Source for prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.
• To collaborate and working alongside with branches to improve referrals and cross-sales activities.
• Ensure adherence to responsible selling guideline and structure proposed solution that meets client’s financial needs.
• To ensure the accurate and timely completion of -
• End-to-end application process,
• Submission of sales / pipeline management reports.
• To delivery excellent customer service and achieve satisfactory net promoter score.
• Keeping abreast with updated product information, market changes and provide market intelligence and customer feedback to the management for appropriate action.

Compliance & Standards

• Ensure self-compliance on Alliance Bank’s policies and procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, audit compliance and BNM guidelines.
• To project a professional business image at all times through high standards of housekeeping and personal grooming