
Executive Relationship Builder
4 days ago
Key Responsibilities:
- Meet and exceed business targets by acquiring new client relationships through various digital channels.
- Understand customer needs and sell multiple products accordingly.
- Adhere to all policies and guidelines for lead management and closures.
- Execute planned activities and campaigns as instructed by the Digital Sales Manager.
- Display customer-centricity by managing customer interactions within defined timelines.
- Collaborate with internal and external teams to ensure timely service to customers seeking mortgage products.
Primary Deliverables:
- Exceed business targets in terms of profitability, product mix, and quality of sourcing.
- Serve as the primary point of contact for customers' financial needs.
- Ensure zero errors in policy adherence and system usage.
- Meet specified guidelines for file sourcing quality.
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