Mortgage Sales Consultant

Reposted 15 Days Ago
Be an Early Applicant
Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MYS
In-Office
Entry level
Fintech • Financial Services
The Role
Acquire new mortgage loans and meet personal sales targets, including a minimum 80% MRTA penetration rate. Generate monthly mortgage sales, build relationships with developers, lawyers, valuers, and real estate agents, and cross-sell mortgage-related products. Ensure compliance with internal policies, regulatory requirements, AML and KYC procedures, credit policies, and service standards. Verify customer income documents, maintain data integrity, and conduct face-to-face customer interviews.
Summary Generated by Built In

PRIMARY OBJECTIVE

  • Principally responsible for personal sales target to acquire new mortgage loans and to achieve the assigned targets.
  • To cross sell MRTA and achieve minimum penetration rate.

MORTGAGE FINANCIAL TARGET

  • To achieve personal sales target 
  • To achieve MRTA penetration rate of 80%

SALES PRODUCTIVITY

  • To deliver min sales productivity of 2.5 mil per month
  • To service and strengthen our business relationship with developers, lawyers, Valuers & real estate agents.

COMPLIANCE RISK MANAGEMENT

  • Ensure compliance with internal Policies, external Authorities Regulators / Legal / ML- KYC, Credit Policies and Service Standards. 
  • Exercise due care and diligence on matters related Money Laundering and KYC in the day to day operations, which include account opening, reporting suspicions and provide support to superior and subordinates.
  • Ensure data integrity and all customers’ income documents are original sighted.
  • Conduct face to face interview with customers
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The Company
HQ: Kuala Lumpur
14,000 Employees
Year Founded: 1997

What We Do

We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.

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