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 while consistently exceeding sales targets and maintaining strict compliance with Bank policies and regulatory requirements across residential and commercial mortgage products.

Key Responsibilities

Sales & Business Development

• 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 residential and commercial developments.
• Follow market intelligence including internal needs and competitor activity.

Compliance & Governance

• 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 as required.

Product Knowledge & Professional Development

• Be 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.

Operations & Reporting

• Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
• Participate in all Team Activities including morning huddles, training and coaching, and Lean and rewards celebrations.