Assistant manager. direct sales

3 weeks ago


Central And Western District, Hong Kong SAR China International Executive Service Corps Full time

Assistant Manager. Direct Sales (Mortgage Business Development) Post Date 17/12/2024 Division Retail Banking Department/Branch BMD - DS Mortgage Job Purpose: To generate new business and revenue for the Bank by exceeding or meeting sales targets for mortgage loan acquisitions. Build and maintain strong customer relationships for upselling and cross-selling opportunities Main Responsibilities:• Solicit Mortgage Opportunities: Engage with prospective and existing clients through calls to identify and secure mortgage opportunities; meet or exceed monthly and annual sales and cross-selling targets.• Promote Banking Products: Actively promote and cross-sell other banking products, such as policy loans and general insurance, to enhance customer engagement and drive additional revenue.• Documentation and Drawdown: Follow up on loan documentation and account opening processes to ensure a smooth and efficient drawdown.• Customer Relationship Management: Build and maintain customer relationships to encourage cross-selling and referral opportunities; effectively utilize referral agencies through strong relationship management.• Market Intelligence: Provide insights and market intelligence to Branch Management and the Retail Credit Department to support product development, credit underwriting, and process improvements.• Customer Satisfaction: Handle customer inquiries professionally, ensuring high levels of customer satisfaction while maintaining vigilance in managing customer data and compliance with regulatory requirements throughout the process. Incumbent Requirements:• Education: Secondary school graduate or above with 3 years of experience in the banking industry, or a degree holder with 1 year of relevant working experience.• Skills:- Strong interpersonal and communication skills, both verbal and written.- Proactive, eager to learn, and hardworking.- Customer-oriented and self-motivated, with the ability to work under pressure to meet targets.• Additional Requirement: Passing IIQE licenses is preferred.• Proficient in both spoken and written English and Chinese. Please note that only shortlisted candidates will be notified.#J-18808-Ljbffr



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