Personal Banker Mortgage | Shah Alam, MY

RHB; Shah Alam; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading financial institution in Shah Alam is seeking a motivated Mortgage Sales Consultant to identify customer needs and recommend suitable mortgage solutions. The ideal candidate will have a proven track record in mortgage sales, excellent communication skills, and a customer-centric mindset. This role offers an opportunity to build relationships with clients and achieve sales targets in a dynamic environment.

Qualifications

• Proven track record in mortgage/financial sales or a similar consultative sales role.
• Strong understanding of the mortgage industry, products, and regulatory environment.
• Proficiency in Bahasa Malaysia and English, both written and spoken.

Responsibilities

• Identify and engage with potential customers to understand their financial needs.
• Evaluate customer financial profiles and recommend suitable mortgage products.
• Guide customers through the mortgage application and approval process.
• Achieve and exceed individual sales targets.
• Build and maintain relationships with real estate agents and developers.
• Stay updated with market trends and new mortgage products.
• Provide excellent customer service for a seamless client experience.

Skills

Mortgage sales experience

Communication skills

Interpersonal skills

Customer-centric mindset

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

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