Mortgage - Direct Sales

OCBC Bank; Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Holistic benefits

Professional development opportunities

Wellbeing and growth support

Résumé du poste

OCBC Bank in Singapore invites a Mortgage - Direct Sales specialist to manage internally generated leads and convert enquiries into mortgage outcomes. You will work in a sales-driven, customer-focused environment, upholding compliance and service standards while meeting turnaround SLAs.

You will qualify and nurture leads, coordinate with internal teams, maintain CRM records, and drive sales performance through diligent follow-up and professional customer engagements across multiple channels.

Qualifications

• Possess a university degree, preferably with finance, business or related discipline.
• Relevant experience in mortgage, secured lending, or direct sales with a sales track record.
• Sales-driven, motivated and results-oriented with strong follow-up discipline.

Responsabilités

• Manage and follow up on internal leads from call centres, staff loan applications and online forms.
• Qualify and nurture leads with quick turnaround to maximise conversion rates.
• Coordinate with Call Centre, HR and CCU to ensure timely lead referral and follow-up.
• Maintain accurate records of customer interactions and lead progress in the CRM.
• Provide feedback on lead quality and customer insights to improve processes.
• Ensure compliance with bank policies and regulatory requirements.
• Prioritise and manage multiple leads while maintaining high customer service standards.
• Drive sales performance through diligent follow-up and effective closure techniques.
• Achieve and exceed sales targets; performance measured by conversion and outcomes.
• Support selected internal servicing cases, such as internal restructuring cases.

Connaissances

sales-driven

customer-focused

strong follow-up

communication skills

organised

independent worker

Formation

University degree

Description du poste

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

Help customers achieve their home ownership and financing goals through trusted mortgage solutions. As a Mortgage - Direct Sales specialist, you will manage internally generated leads and play a key role in converting customer enquiries into successful mortgage outcomes. This is a rewarding role for individuals who are sales-driven, customer-focused, and motivated to deliver strong results within defined service standards and turnaround timelines, while upholding high service and compliance standards.

How you succeed

You succeed by taking a disciplined, customer-centric approach to lead management. By responding promptly to internal leads within agreed SLAs / turnaround time, delivering quality customer engagements, and maintaining strong follow-up practices, you build trust and guide customers confidently towards closure which maximises conversion opportunities. Building effective internal partnerships, exercising sound judgement in prioritising leads, and consistently delivering professional, compliant sales interactions will be critical to your success. Performance will be measured by lead turnaround time, conversion ratio, and achievement of sales targets.

What you do

• Manage and follow up on internal leads from various sources, including call centre enquiries, staff loan applications, online lead forms, and other internal channels.
• Qualify and nurture leads with quick turnaround time and within SLA requirements to maximise conversion rates.
• Coordinate with internal stakeholders such as the Call Centre, HR (for staff loans), and CCU to ensure smooth lead referral and timely follow-up.
• Maintain accurate and comprehensive records of customer interactions and lead progress in the CRM system.
• Provide feedback to internal teams on lead quality and customer insights to continuously improve lead generation processes.
• Ensure full compliance with bank policies and regulatory requirements when handling customer and staff-related information.
• Effectively prioritise and manage multiple leads while maintaining high standards of customer service and professionalism.
• Drive sales performance through consistent follow-up, quality customer calls, and effective closure techniques.
• Achieve and exceed sales targets, with performance measured by conversion ratio and overall sales outcomes.
• Support selected internal servicing cases, such as internal restructuring cases.

Who you are

• Possess a university degree, preferably with a background in finance, business, or a related discipline.
• Possess relevant experience in mortgage, secured lending, or direct sales, with a demonstrated sales track record.
• Are sales-driven, motivated, and results-oriented, with strong follow-up discipline and accountability for outcomes.
• Demonstrate strong communication and interpersonal skills, with the ability to engage customers professionally and confidently.
• Are well-organised and able to manage multiple priorities in a fast-paced environment.
• Are able to work independently while collaborating effectively with internal stakeholders.
• Are committed to delivering quality customer interactions while adhering to compliance and risk standards.

What we offer

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.

Your Opportunity Starts Here