Asst Manager - Personal Financial Services (Business Client Mortgage Sales)

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Job Responsibilities

• Drive Mortgage Sales Growth by proactively generating and closing mortgage business to achieve individual and departmental sales targets.

• Leverage existing client networks to expand market share within the bank's target customer segments.

• Expand strategic business roadmaps to drive growth market share and penetration across BCS segments for PFS product (In-house referral)

• Client Acquisition - Identify, approach, and convert high-potential clients through strong personal connections and referral network(Real Estate Agent)

• Relationship Management - Build and maintain long-term relationships by providing tailored mortgage solutions that meet client needs.

• Drive strategic performance to achieve mortgage business goal. Serve as the main contact point for client (customer) and partners (REA), ensuring high levels of responsiveness, service excellence, and trust.

• Actively engage and maintain strategic relationships with real estate agency/agents, to drive mortgage business and support and gain deep insights understanding of market sentiments and insights.

• Keep abreast of market trends, competitors, and regulatory changes, providing feedback to management for timely action.

• Conduct periodic business and performance review with key partners to strengthen engagement, improve service quality, drive retention and satisfaction.

• Collaboration - work closely with internal teams (e.g., Branch, Wealth, Retail, and Business Banking) to capture bundled business opportunities.

• Cross-Selling to ensure smooth coordination with credit, operations, and support teams to deliver superior client experience.

• Support management in shaping business plans, campaigns, and initiatives to capture market opportunities.

• Deliver monthly performance target reports to show support visibility on sales momentum and team productivity.

• Adhere to all compliance, risk management, and service standards to protect the bank's reputation and ensure sustainable growth.

Education/Qualification

• Minimum 3 year(s) of managerial experience in the banking or related field is required for this position.

• Experience in Client Relationship Management roles, High Net Worth client segment or equivalent.

• preferred.

• Proactive and able to drive daily sales and operational performance.

• Good in communication, interpersonal, presentation and basic negotiation skills.

• Good product knowledge with practical market insight.

• Good coordinate with internal employee to ensure smooth execution.

• Ability in Microsoft Excel Word.