Relationship Manager

Key Responsibilities:

• Source new business through targeted sales activities specializing in secured loans for entities and individuals.
• Identify and attract new borrowing relationships for secured loan offerings.
• Manage self-sourced secured loan applications and prepare comprehensive credit proposals.

Relationship Management:

• Achieve and exceed direct asset sales targets as aligned with business KPIs.
• Collaborate with business partners, channel stakeholders, real estate and mortgage brokers to enhance product offerings and customer experiences.
• Train and support channel partners in understanding and promoting asset products.

Portfolio Management:

• Oversee and manage mortgage loan portfolios, ensuring excellent service delivery and adherence to turnaround times as per Service Level Agreements (SLA).
• Provide feedback to product managers on process improvements and service-related issues.
• Engage in cross-selling activities to promote additional financial products to existing clients.

Key Result Areas:

• Achieving mortgage loan sales targets surpassing predefined KPIs.
• Maximizing business penetration of secured loans.
• Enhancing customer experiences pre and post sales.
• Generating CRM sales referrals and opportunity tracking.