Property Advisor
Housing Finance Bank (Uganda)
Management & Business Development
- Minimum Qualification :
Job Description/Requirements
Minimum Qualifications, Knowledge and Experience
Academic & Professional
- Minimum Diploma in Business Administration, Marketing or related field
- A competent user of the Internet, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint and Microsoft Excel.
Experience
- At least 2 years’ experience in financial or real estate industry
- Experience in using customer relationship management tools
- Proven track record of sales
- Own network of potential leads
- Experience in handling high net-worth clients
- Create systematic and consistent lead generation from project marketing efforts, cold calling, referrals, lead generation services and other forms of media. All engagements to be on the CRM.
- Ensure that all client engagements from prospecting to closure are on the CRM.
- Conduct surveys to identify price of competing properties on the real estate market and relay the same to their supervisor
- Provide periodic (daily, weekly and monthly) sales reports (client pipeline) to company management on sales operations and generated returns using CRM systems
- Build and maintain relationships with clients by providing support, information and guidance through the entire customer journey.
- Participate in the promotion of property sales on organized events such as expos, site activations, mall activations among others.
- Follow up and ensure the preparation and approval of documents such as booking forms, offer letters, sale agreements and transfer documents
- Upload customer payment evidence on the CRM for validation
- Ensure customer payment plans are followed up and all collections done on time. Achieve 85% compliance to customer payment plans. Issue cancellation notices through the CRM as per policy.
- Ensure all mortgage clients are identified early, their mortgage applications created and tracked centrally.
- Ensure compliance with real estate laws and policies when conducting property sales. Act with high levels of professionalism in all client engagements
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