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Job Description
At RAKBANK, we believe in fostering a culture of innovation, growth, and excellence. We are not just a bank – we are a community that thrives on teamwork, cutting-edge solutions, and the highest standards of governance.
About the role:
To drive mortgage sales through third-party channels including real estate brokers, financial advisors, and institutional partners. The role focuses on expanding the bank's mortgage portfolio by developing strategic relationships and ensuring high-quality customer acquisition.
What You'll Be Doing:
Channel Development & Management:
Build and maintain strong relationships with external partners such as real estate agencies, mortgage brokers, and developers.
Conduct regular training and engagement sessions to ensure partners are well-informed about mortgage products and policies.
Sales & Acquisition:
Achieve monthly and quarterly mortgage sales targets through channel partners.
Identify and pursue new business opportunities to expand the sales pipeline.
Customer Experience:
Ensure seamless onboarding and application processing for customers referred through channels.
Provide high standards of customer service and support throughout the mortgage journey.
Market Intelligence:
Stay updated on market trends, competitor offerings, and regulatory changes.
Provide feedback to product and marketing teams to enhance offerings.
Process Management
Assist clients throughout the mortgage application process, ensuring timely collection and submission of required documentation.
Liaise with internal departments (credit, operations, legal) and external stakeholders (valuers, developers) to ensure smooth processing.
Compliance & Reporting
Ensure all activities comply with Central Bank regulations and internal policies.
Maintain accurate records of client interactions and sales activities in CRM systems.
What We're Looking For:
- Graduate / Postgraduate in Business, Finance, or a related field
- 1–5 years of experience in retail banking or direct sales (preferred)
- Good understanding of banking products and services
- Strong interpersonal and communication skills
- Fluency in English; knowledge of local language is an added advantage
- Cross-sell ratios
- Compliance and documentation quality score
- Customer satisfaction during onboarding
Looking to get Placed? Try our Placement Guarantee Plan
What's In It for You:
- Competitive, performance-linked compensation
- Medical coverage for you and your family
- Comprehensive life insurance
- Inclusive and diverse workplace culture
- Fast-track career development opportunities
- Mentorship from seasoned industry professionals
Skills
SalesCrm SystemsCustomer AcquisitionCustomer ExperienceCustomer SatisfactionDirect SalesBusiness DevelopmentIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Important dates & deadlines?
Application Deadline
03 Jul 26, 02:06 PM IST
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