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RHB Investment Bank Berhad in Kuala Lumpur seeks a dynamic leader to head the Mortgage Team and drive sales performance across regional campaigns. You will coach a PBM team, align with BDM Secured Assets and RSH Assets, and boost product awareness through training and strong partner networks.
You will plan campaigns, monitor performance, and ensure compliance with banking guidelines while delivering excellent customer service and market competitiveness.
Responsible for the Mortgage Team’s Mortgage sales performance/target. Lead and coach a team of PBM (around 6-13 headcount) for sales activities and campaigns. To support the region’s BDM Secured Assets and RSH Assets by conducting product briefing, ongoing training,coaching, guidance, echance sales productivity and engagement with PBM. Ensure efficient Performance Tracking & continuously adapting new business strategies to improve sales. Ensure customer service is competitive vs industry level. Meet compliance requirement as per our Banking Guideline. To create product awareness in the market by establishing strong networking with internal and external customers. Establish and enhance repport with our business partners i.e.Real Estate Agents,Valuer,Solicitors & Developers. Establish rapport with our stateholdrs i.e. Community Banking,CBBC & Corporate Banking for business opportunities.
Sales Planning & Activities Responsible for the achievement of PBM Team sales and develop business relationship with established Developers, Real Estate Agents , Solicitors & Valuers to grow Mortgage businesses. Engage with team members, BDM Secured Asset and RSH Asset, Product Owner and GRD Secured and Unsecured Biz for products, promotions and campaigns Plan sales activities, roadshow and events to spearhead PBM Team Mortgage sales. Identify and plan cross selling and up selling opportunities Sales Management Jointly set, review and assign sales targets with RSH Assets and BDM Secured Assets to PBM. Conduct periodic competitors analysis and feedback to management Performance review and analysis on sales by team and each individual staff. Resolution of complaints and ensure sales ethic compliance Assisting in operational matters, sales headcount, PIP appeals and etc.
To assist region in monitoring of PBM headcount & hiring. Provide on-job training for sales personnels To support and guide PBM on all related matters application process from initial application to data entry in Flash System until the completion stage of disbursement. Coaching and mentoring sales personnels for peak performance To monitor the success rate of customers leads from various sources ie internal(existing data base) and external (business partners) Periodic briefing and updates to sales personnels on promotions, campaigns, competitors and new products
Diploma or Degree holder Minimum 3 years sales & marketing experience preferably at financial institutions Possess knowledge of Financing Products which includes the sales and operation processes. Ability to lead and motivate team. Good interpersonal and relationship building skills Good Knowledge in Mortgage Products & Services
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