Sales Executive in Business & Banking (Mortgages)

Industry Knowledge:

• Understand mortgage products, rates, and financial regulations.
• Stay updated on market trends affecting mortgages.

Sales Expertise:

• Ability to generate leads and convert them into customers.
• Knowledge of cross-selling and up-selling financial products.

Customer Relationship Management (CRM):

• Strong interpersonal skills to build trust with clients.
• Proficiency in CRM software to track client interactions.

Financial Analysis:

• Assess client eligibility for mortgages.
• Explain complex financial terms in a simple manner.

Negotiation & Closing:

• Handle objections effectively.
• Negotiate loan terms to benefit both the bank and the client.

Compliance:

• Adherence to banking laws and ethical practices.
• Ensure all documentation is complete and accurate.