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