Mortgage Advisor.Injaz - RBG - Mortgages.Retail Banking Group

Role Overview

Mortgage Advisor at Injaz - RBG - Mortgages, Retail Banking Group, Mashreq.

Role Purpose

Acquire and develop mortgage business with High Net Worth customers across residential and commercial segments while maintaining full compliance with Bank policies and delivering consistent sales performance.

Key Responsibilities

Business Development & Sales

• Acquire High Net Worth mortgage customers for the Bank.
• Lead mortgage business development initiatives within targeted segments, real estate partners, approved mortgage brokers, and residential and commercial developments.
• Consistently exceed monthly KPI targets and achieve monthly sales targets in the financial year.
• Follow market intelligence including internal needs and competitor activity.

Compliance & Risk Management

• Adhere to all policies with regard to KYC/AML as set out by the Bank from time to time.
• Ensure control requirements of the business are adhered to in line with Bank policies to ensure quality growth in business.
• Participate in mandatory compliance and fraud trainings.

Customer & Activity Management

• Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.

Professional Development & Team Engagement

• Maintain professional, technical and product knowledge by attending various trainings and sales workshops as guided by management.
• Participate in all Team Activities including morning huddles, training and coaching, and Lean and rewards celebrations.

Qualifications & Experience

• Full accreditation required for selling mortgages and Islamic solutions.