Identify strong potential prospects using initiative and creativity, to generate lead opportunities.
Confidently participate in the preparation of proposals and presentation of professional product demonstrations and face to face meetings.
Sourcing and attracting the right prospect from the market to convert him to a mortgage buyer.
Understand customer requirements, advice and propose effective mortgaging solutions to cater to their investment goals.
Conduct end to end mortgage registration of potential client by collecting documents, analyzing financial credibility, preparing analysis report, and executing mortgage pay out.
Follow up with bank to stay abreast of latest updates in policies and procedures.
Conduct market research to monitor mortgage market and keep abreast of competitive market rates to serve clients in best way possible.
Ensure regulatory compliance are adhered too in executing mortgage transactions.
Collating and preparing documents such as clients? financial documents, banks forms, KYC and any other documents required.
Use given system access for all transactions, leads of transactions, and updates through regular reporting.
Report on daily/weekly/ monthly basis with the total leads assigned, achievements made, deals signed, along with sales plan.
