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.
Determine clients? needs and financial abilities to propose solutions that suit them
Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements, and related matters, ensuring a fair and honest dealing
Understand customer requirements, advice, and propose effective mortgaging solutions to cater to their investment goals.
Conduct end-to-end mortgage registration of potential clients by collecting documents, analyzing financial credibility, preparing analysis reports, and executing mortgage payout.
Follow up with the bank to stay abreast of the latest updates in policies and procedures.
Conduct market research to monitor the mortgage market and keep abreast of competitive market rates to serve clients in the best way possible.
Ensure regulatory compliance is adhered to in executing mortgage transactions.
Collating and preparing documents such as clients? financial documents, banks forms, KYC, and any other documents required.
Ensures efficient delivery of properties and services to clients.
