Senior Relationship Manager - Mortgages
Skills
About This Role
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
- Generate mortgage business within the
- ELITE segment
- to consistently achieve and exceed assigned sales targets, with a strong focus on
- high‑value and relationship‑led propositions
- .
- **Self‑source mortgage business**
- through personal industry networks, referrals, developer relationships, real estate agents, and high‑net‑worth customer introductions, reducing dependency on branch‑led sourcing.
- Actively
- acquire New‑to‑Bank (NTB) ELITE customers
- and convert existing customers through structured relationship building and value‑based selling.
- Cross‑sell relevant
- banking and wealth products
- (Elite banking, CASA, deposits, insurance, investment, and lending solutions) in coordination with RMs and product teams to maximize wallet share.
- Clearly explain mortgage products, pricing, documentation requirements, application workflow, approval process, and disbursement milestones to ELITE customers, ensuring a seamless and professional experience.
- Liaise with customers
- pre‑ and post‑approval
- to ensure timely completion of documentation, valuations, legal formalities, and disbursements.
- Ensure all mortgage applications are
- accurate, compliant, error‑free
- , and processed within defined
- turnaround times (TATs)
- , in line with ELITE service standards.
- Maintaining
MIS
, ELITE pipeline tracking, conversion ratios, and regular management updates on sourcing, approvals, and disbursements
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
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
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