Assistant Manager, Direct Sales (Mortgage)

Reporting to Senior Manager, Mortgage Direct Sales, you are supposed to g enerate new businesses and revenues for the Bank by exceeding or meeting mortgage/SME loan acquisitions sales targets and b uild and maintain good customer relationship for up-sell and cross-sell.

Main Responsibilities: 

• Soliciting mortgage/SME opportunity through calling on both prospective and existing clients. Meet or exceed monthly and annual sales and cross-selling targets
• Follow up with loan documentation & account opening documents and ensure smooth and speedy drawdown
• Build up and retain customer relationship for cross-selling and referral opportunities
• Effectively use referral agencies through maintaining good relationships
• Provide market intelligence as input to product, credit underwriting and process improvements to PDMD and Retail Credit Department
• Handle customer enquiries in a professional way to ensure a high level of customer satisfaction
• Vigilant in handling customer data, regulatory and compliance requirements in the end-to-end process

Incumbent Requirements:

• Secondary school graduate or above with 3 years experience in banking industry
• Good interpersonal and communication skills
• Proactive , eager to learn and hard working
• Customer oriented, self motivated, able to work under pressure to deliver targets
• Good command of both written and spoken English and Chinese