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Mortgage Advisor - Direct Sales

Job Description - Mortgage Advisor - Direct Sales

Description

 

 

JOB SUMMARY / INTRODUCTION

The role is responsible for promoting core products within an assigned business territory through direct field sales, achieving agreed financial and sales targets, and building a new customer base for FAB. It plays a key role in driving business growth, maintaining customer and real estate market relationships, and ensuring customer applications are complete, accurate, and compliant with FAB policies and procedures.

KEY RESPONSIBILITIES

  • Achieve or exceed agreed core product sales targets to build new customer base in FAB. 
  • Promote the sales of Core Product in assigned area or work. 
  • Build and maintain effective business relationship with customers and Real Estate brokerage/market. 
  • Assist in conducting promotional activities, meetings and road shows in the assigned area to achieve the budgeted sales volumes. 
  • Ensure submitted customer applications and documentations are complete and error free and follow up on approved document discrepancies. 
  • Minimize errors and act upon them for correction and re-submission if any. 
  • Provide sales MIS, daily reports, and customer/market feedback to Sales Manager to improve business. 
  • Capitalize on cross-selling opportunities and recommend customer applications that are considered good credit risk and as per FAB/Group policy.

  REQUIREMENTS / QUALIFICATIONS

  • University Degree (preferred)
  • Minimum 1 year of mortgage sales or real estate sales experience
  • Strong sales, convincing and negotiation skills
  • Customer-focused with strong service quality mindset
  • High motivation and proactive approach
  • Ability to build professional relationships with customers and stakeholders

Preferred / Beneficial

  • Experience selling other banking products
  • Sales diploma or certification
  • Knowledge of FAB retail products
  • Good computer skills
  • Competitive awareness and market benchmarking knowledge

      Multicultural awareness



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