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

Role Overview

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

Role Purpose

Acquire and serve High Net Worth mortgage customers by driving business development across targeted segments, real estate partners, and approved mortgage brokers in residential and commercial developments, while maintaining strict compliance and exceeding sales targets.

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, and approved mortgage brokers in 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.
• Complete mandatory compliance and fraud trainings.

Customer & Data 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, Lean and rewards celebrations.

Qualifications & Experience

• Fully accredited for selling mortgages and Islamic solutions.