Direct Sales Representative – Multiple Branches (Kenya)

Key responsibilities

• Sourcing prospective customers leads from various sources such as referrals, cross‑selling opportunities, sales activations organized by the bank or sales leads provided by the bank.
• Explaining the features of the products to prospective customers in line with product features and treating customers fairly.
• Guiding customers on how to fill in applications for the respective product the customer would like to purchase.
• Reviewing the application and documentation provided by the customer to confirm accuracy.
• Authenticating customer details by checking original copies against photocopies of documents such as National ID and passports.
• Forwarding completed applications to the relevant Sales Manager or Retail Support Team within 24 hours of sign‑off by the customer.
• Prospecting customers for any other bank products suitable to their needs.
• Ensuring safe custody of customer documents under their care.
• Forwarding customer feedback or complaints to the respective Sales/Branch Manager.
• Sharing market information from the field with leadership to improve the bank’s products and providing regular sales reports.

Required profile

• Be a recent graduate with a diploma or university degree from a recognized institution.
• Must have a minimum mean grade of C‑(Minus) in K.C.S.E.
• Excellent analytical and interpersonal skills.
• A passion and commitment to quality service.
• Excellent verbal and written communication skills.
• Ability to meet stringent targets within defined deadlines.
• Experience in sales or client relationship management will be an added advantage.