The Role
Develop and maintain referral relationships with realtors, developers, solicitors and personal networks to sell mortgage products. Participate in partner marketing, provide pre- and post-sale mortgage advisory, ensure correct documentation, cross-sell banking products, source high-net-worth clients, and support/train new staff.
Summary Generated by Built In
Responsibilities:
- Build lasting relationships with real estate agencies, developers, solicitors and own personal network to generate referrals for the bank’s shelf of mortgage products.
- Participate in sales and marketing activities that are organised by bank or business partners to develop business and foster relationship.
- Provide sound mortgage advisory upheld by high standards of before and after sales services.
- Create opportunities to cross sell savings account, general insurance etc. as well as to source for high networth individual to be onboarded.
- Ensure proper procedure and documentation when assessing loan requirements of our retail customers.
- Any other responsibilities/tasks as assigned by the Management from time to time.
- Guide newcomers by showing leadership, training and support to new staff.
Requirements:
Qualifications
- Degree or Diploma holder with relevant banking experience
Relevant Work Experience
- Minimally 2 years of mortgage sales experience
Competencies/Skills
- Networking
- Persuasion
- Prospecting
- Public Speaking
- Closing Skills
- Motivation for Sales
- Sales Planning
- Identification of Customer Needs and Challenges
- Market Knowledge
- High motivated in Sales
- Able to work on weekends
Skills Required
- Degree or Diploma with relevant banking experience
- Minimum 2 years of mortgage sales experience
- Networking skills
- Persuasion and closing skills
- Prospecting and sales planning
- Public speaking and presentation skills
- Market knowledge and ability to identify customer needs
- Motivation for sales and ability to work weekends
- Ability to follow loan assessment procedures and documentation standards
- Leadership and ability to train/guide new staff
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The Company
What We Do
CIMB Singapore is a leading universal bank operating in ASEAN's global financial gateway. Leveraging CIMB Group's extensive regional network and resources, it provides a comprehensive suite of conventional and Islamic banking solutions curated to a wide range of financial needs. The bank serves both individual and business clients, offering retail, commercial, and corporate banking services, and specializes in bridging markets across the ASEAN region.
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