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

Role Overview

Senior Mortgage Advisor with Injaz - RBG - Mortgages, part of the Retail Banking Group at Mashreq.

Role Purpose

Acquire High Net Worth mortgage customers and lead business development within targeted segments, real estate partnerships, and residential and commercial developments while maintaining compliance and exceeding sales targets.

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, approved mortgage brokers, and in residential and commercial developments.

Compliance & Risk Management

• Adhere to all policies with regard to KYC/AML as set out by the Bank from time to time.
• Maintain control requirements of the business in line with Bank policies to ensure quality growth in business.

Operations & Reporting

• Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
• Follow market intelligence including internal needs and competitor activity.

Team & Development

• Participate in all Team Activities including morning huddles, training and coaching, mandatory compliance and fraud trainings, Lean and rewards celebrations.

Qualifications & Experience

• Fully accredited for selling mortgages and Islamic solutions.
• Maintain professional, technical, and product knowledge by attending various trainings and sales workshops as guided by management.