KEY RESPONSIBILITIES

• Sourcing prospective customer 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 Guidelines provided by the bank.
• Guiding customers on how to fill in applications for the respective product the customer would like to purchase.
• Review of the application and documentation provided by the customer to confirm accuracy.
• Authentication of customer details by checking the original copies against photocopies of documents provided e.g. 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 for their needs.
• Ensuring safe custody of customer documents under their care.
• Forwarding customer feedback or complaints to the respective Sales/Branch Manager.
• Sharing market or competitor information from the field to the leadership to improve the bank’s products. 

DAILY RESPONSIBILITIES:

• Selling of Bank products.
• Participating in Bank Sales Campaigns.
• Cross-selling Bank products and educating customers who have taken up a product on the features (including product demonstrations).
• Receipt of customer applications and forwarding the same to the stipulated retail support team within 24 hours of sign-off by the customer.
• Ensuring Proper documents and KYC as per stipulated standards.
• Provide regular Sales reports.

QUALIFICATIONS AND EXPERIENCE

The successful applicants should:

• Bachelor’s degree from a recognized university.
• Professional Qualifications such as: CPA (K), CIFA, CPS(K) will be an added advantage
• Have at least 2 years of working experience in Sales.