Mortgage Relationship Manager

KEY ACCOUNTABILITIESSales & Revenue Growth:Drive priority banking growth by consistently achieving Mortgage Real Estate Finance targets through effective sales planning and execution.Deliver portfolio revenue and volume targets by identifying opportunities and maximizing customer value across assigned accounts.Customer Acquisition:Acquire new affluent and NTB (new-to-bank) customers through targeted prospecting and relationship-building efforts.Expand the client base by leveraging diverse sourcing channels, including referrals, networking, and market outreach activities.Portfolio & Relationship Management:Manage and grow a portfolio of affluent customers by actively monitoring performance and identifying growth opportunities.Build and maintain strong client relationships to enhance customer loyalty, retention, and long-term profitability.Advisory & Client Engagement:Act as a trusted financial advisor by providing tailored mortgage and real estate finance solutions aligned with client needs.Conduct regular client meetings and visits while delivering professional product presentations to strengthen engagement.Cross-Selling & Growth:Increase portfolio value by identifying cross-selling opportunities and promoting suitable banking products and service upgrades.Customer Experience & Service:Deliver high-quality customer service by efficiently handling inquiries, resolving complaints, and ensuring a seamless client experience.Minimum Qualifications:Bachelor’s degree in Commerce, Business Administration, Accounting or its equivalence1 to 3 years of sales experience in real estate or mortgage finance sector.