Mortgage Advisor

Responsibilities

• Carry the brand KSquare with utmost integrity and avoid actions that may result in reputational risk for the organization.
• Have a thorough understanding of Residential, Commercial, Off-Plan, Bulk mortgages, Land & Construction finance loans.
• Achieve monthly/quarterly sales KPIs as directed by Management in line with revenue targets.
• Prospect new clients via sales calls, direct mail, and networking events.
• Assess client prerequisites and recommend suitable options from the product suite as per their requirements.
• Prepare, present, promote, and sell products/services using solid arguments to existing and prospective clients.
• Regularly generate a pipeline of new opportunities and increase sales volumes.
• Establish tie-ups with introducers and channel partners to generate business avenues and increase business opportunities.
• Maintain solid relationships with business partners such as Banks, Developers, and Real Estate Introducers.
• Handle HNW clients with the aim of successful closure of leads obtained from alternate channels.
• Demonstrate knowledge of Corporate and Wealth banking products and actively refer leads to respective teams.
• Keep abreast of trends and developments in the real estate market, as well as changing rules and regulations.
• Identify potential introducers and bring them to the table for initial discussions for tie-ups.
• Participate in developer events/conferences to help promote mortgage, corporate, and wealth advisory programs.
• Timely update and maintain call memos of leads generated with complete client details and report to management as needed.
• Obtain timely coaching from Private and Wealth Banking teams on new and existing products for business referrals.
• Maintain office decorum and discipline, including but not limited to office timings, attire, and appearance, usage of office assets, communication, and behavior.

Qualifications and Skills Requirements

• Bachelor’s Degree with a minimum of 5-8 years UAE experience in Mortgages with a proven track record.
• Ambitious and self-motivated, driven by integrity, company ethos, and values.
• Strong relationship management skills with excellent selling, negotiation, and communication skills.
• Ability to work independently with minimum supervision in a fast-paced, high-performing organization.