Senior Relationship Manager

Job Description

What You Will Be Doing

• Sales & Business Development
• Achieve assigned monthly and quarterly mortgage sales targets
• Source new business through:
• Direct customer engagement
• Referrals and personal networks
• Real estate brokers and developers
• Identify cross-selling opportunities (e.g., CASA, insurance, credit cards)
• Relationship Management
• Build and maintain strong customer relationships to ensure repeat business and referrals
• Provide tailored mortgage solutions based on customer needs
• Act as a trusted advisor throughout the home financing journey
• Customer Experience
• Ensure seamless onboarding and end-to-end handling of mortgage applications
• Deliver high service standards and timely communication to customers
• Address customer queries and concerns proactively
• Process & Compliance
• Ensure all applications comply with credit policies, regulatory requirements, and internal controls
• Coordinate with credit, operations, and legal teams for timely approvals
• Maintain accurate documentation and ensure timely submission
• Market Awareness
• Stay updated on:
• Market trends and property landscape
• Competitor mortgage offerings
• Regulatory changes
• Provide feedback to improve product offerings and processes
  

• Bachelor’s degree or equivalent qualification.
  
  

• Operates within the bank’s sales strategy, compliance guidelines, and customer service standards.
• Adheres to regulatory requirements, internal policies, and risk management protocols.
  
  

• Behavioral Competencies: Fostering teamwork, building collaborative relationships, adaptability and resilience, team collaboration, result orientation, problem solving
• Functional Competencies:Attention to detail, effective communication, technical proficiency,