Assistant Relationship Manager - Mortgage.Injaz - RBG - Mortgages.Retail Banking Group

Role Overview

Assistant Relationship Manager - Mortgage at Mashreq, Retail Banking Group (RBG Mortgages).

Role Purpose

Acquire high net worth mortgage customers and consistently exceed monthly KPI and sales targets through business development initiatives across targeted segments, real estate partners, approved mortgage brokers, and residential and commercial developments.

Key Responsibilities

Sales & Customer Acquisition

• Acquire high net worth mortgage customers for the Bank.
• Consistently exceed monthly KPI targets and achieve monthly sales targets in the financial year.
• Lead mortgage business development initiatives within targeted segments, real estate partners, and approved mortgage brokers.
• Lead mortgage business development initiatives in residential and commercial developments.

Compliance & Regulatory

• 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.
• Complete mandatory compliance and fraud trainings.

Product Knowledge & Sales Administration

• Be fully accredited for selling mortgages and Islamic solutions.
• Record all sales activities in Daily Sales Reports.
• Update CRM for leads and contacts.
• Maintain professional, technical, and product knowledge by attending various trainings and sales workshops as guided by management.

Team & Professional Development

• Participate in all team activities including morning huddles, training and coaching.
• Participate in Lean and rewards celebrations.
• Follow market intelligence including internal needs and competitor activity.

Additional Information

• Ensure quality growth in business through adherence to Bank control requirements and policies.