RES Account Manager (Mortgage Sales) RES Account Manager (Mortgage Sales) …

Citi
in Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Citi
in Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Posted by:
Candice Man • Senior Talent Acquisition Specialist APAC
Posted by:
Candice Man
Senior Talent Acquisition Specialist APAC
Responsibilities:
  • Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
  • Acquire new clients through tele-caller supported outbound calling and micromarketing activities
  • Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
  • Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
  • Analyze client interests, problems, and potential need for new products and services
  • Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
  • Receive training and assistance for team members including sales executives and tele-callers
  • Organize marketing activities to get new sources of lead generation and new business
  • Conduct first level risk analysis to understand fitment with Citi’s policies
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • At least 2 years of relevant experience
  • Experience in the financial sector and sales preferred
  • Working knowledge of related financial regulations and mortgage transaction structure
  • General understanding of regulatory compliance, guidelines and regulations
  • Consistently demonstrates clear and concise written and verbal communication
  • Effective problem-solving and negotiation skills
  • Passed in Insurance Intermediaries Qualifying Examination (IIQE) Paper 1, 2 & 3 exams

Education:

  • Bachelor’s degree/University degree or equivalent experience
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