Direct Sales Representative – Kitale

About the role

The Direct Sales Representative will be responsible for acquiring new retail customers for SBM Bank’s consumer‑banking portfolio, focusing on companies participating in the Kitale scheme. Based in Nairobi’s Westlands district, the role combines prospecting, onboarding, cross‑selling, and compliance activities to drive business growth while delivering high‑quality service.

Key responsibilities

• Identify and prospect retail opportunities, visit potential customers, and onboard new accounts within the signed‑up scheme companies.
• Sell and cross‑sell assigned consumer‑banking products, generating leads, following up, and converting them into sales.
• Participate in product campaigns, create awareness, and meet weekly, monthly, and quarterly sales targets.
• Ensure all customer documentation complies with account‑opening procedures and coordinate with the Account Management Unit.
• Maintain relationships with key contacts through regular calls, visits, and service‑day activations.
• Update scheme portfolio records to mitigate losses and support business‑development teams in identifying further opportunities.
• Handle customer inquiries, complaints, and escalations within defined turnaround times, following the bank’s escalation matrix.

Required profile

• Strong understanding and interpretation of financial information.
• Working knowledge of bank products and services, as well as industry trends and regulations.
• Sales experience in banking or financial services.
• Minimum Certificate with at least 3 years of banking sales experience, OR a Diploma/Bachelor’s degree with at least 1 year of banking sales experience.

Required skills