Assistant Manager, Direct Sales (Mortgage)

Reporting to Senior Manager, Mortgage Direct Sales, you are supposed to generate new businesses and revenues for the Bank by exceeding or meeting mortgage/SME loan acquisitions sales targets and build 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