Personal Banker Mortgage

RHB Group; Ayer Itam; Vor Ort; MYR 60.000 - 120.000; Vollzeit

Zusammenfassung

RHB Group in Malaysia seeks a Mortgage Sales professional to meet personal mortgage loan targets and cross-sell MRTA, while building strong ties with developers, lawyers, valuers and real estate agents.

You will conduct face-to-face interviews with customers and ensure data integrity, KYC compliance, and adherence to credit policies. The role emphasizes strong customer service and regulatory diligence.

Qualifikationen

• Achieve personal sales targets for mortgage loans.
• Cross-sell MRTA and achieve MRTA penetration rate of 80%.
• Deliver minimum sales productivity of 2.5 million per month.
• Service and strengthen relationships with developers, lawyers, valuers & real estate agents.
• Ensure compliance with internal policies, regulatory requirements and KYC procedures.
• Exercise due care on Money Laundering and KYC matters in day-to-day operations.

Aufgaben

• Conduct face-to-face interviews with customers.
• Ensure data integrity and that customers’ income documents are original sighted.

Jobbeschreibung

PRIMARY OBJECTIVE

Principally responsible for personal sales target to acquire new mortgage loans and to achieve the assigned targets.

To cross sell MRTA and achieve minimum penetration rate.

MORTGAGE FINANCIAL TARGET

• To achieve personal sales target
• To achieve MRTA penetration rate of 80%

SALES PRODUCTIVITY

• To deliver min sales productivity of 2.5 mil per month
• To service and strengthen our business relationship with developers, lawyers, Valuers & real estate agents.

COMPLIANCE RISK MANAGEMENT

• Ensure compliance with internal Policies, external Authorities Regulators / Legal / ML- KYC, Credit Policies and Service Standards.
• Exercise due care and diligence on matters related Money Laundering and KYC in the day to day operations, which include account opening, reporting suspicions and provide support to superior and subordinates.
• Ensure data integrity and all customers’ income documents are original sighted.

Conduct face to face interview with customers