SBM Bank is hiring a Direct Sales Representative skilled in retail banking sales, customer acquisition, relationship management, and financial product pitching.
Job Purpose
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post
successful applicants in the following locations: Nairobi, Mombasa,
Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
Key Responsibilities
Business Growth &
Development – 60%
- Identify retail
opportunities and prospects through systematic prospecting, visiting and
onboarding of new potential retail customers in the signed-up scheme
companies.
- Deliver exceptional sales
performance by identifying and meeting customer needs through selling
& cross selling of assigned Consumer Banking products and services.
- Provide direct sales
support (quality lead generation and effective follow-up) to generate and
convert quality leads into sales.
- Participate in specific
consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets
for specific consumer banking sales campaigns on a weekly, monthly and
quarterly basis.
- Ensure governance and
compliance in processing of customer documentation aligned to account
opening process for customers and submit to the line manager for review
before submitting to Account Management Unit for processing.
- Follow up with customers
to ensure seamless account opening process and 100% efficiency in delivery
of newly opened account information.
Relationship management – 30%
- Maintain a stable
relationship with the companies’ key contacts by providing excellent
quality service and maintaining high visibility through regular courtesy
calls and visits.
- Maintain an updated
record on the scheme portfolio at all times to mitigate losses.
- Liaise with business
development teams to identify opportunities within their portfolios and to
deepen relationships with the existing bank customers.
- Plan for and attend
service open days & activations within selected scheme companies to
handle queries.
Customer Service – 10%
- Minimize customer
attrition by offering the required solutions to the customer and
proactively responding to queries and complaints.
- Achieve the required
minimum client visits and customer engagement forums per year.
- Customer complaints and
resolutions to be handled within the expected TAT. In case of escalations,
follow through the approved bank escalation matrix.
Qualifications
Knowledge, Skills and
Experience required for this Role:
- Excellent understanding
and interpretation of financial information.
- Working knowledge of the
Bank’s products & services.
- Good understanding of the
banking industry trends, regulation, banks processes & standard
operating procedures.
- Sales experience,
preferably in the banking or financial industry.
Education:
- Minimum of a Certificate,
with at least 3 years of sales experience in banking OR a
Diploma/Bachelor’s degree with at least 1 year of sales experience in
banking.
Competencies required for this
Role:
- Relationship Management
& Interpersonal skills.
- Entrepreneurial and
business acumen.
- Strong networking skills.
- Self-motivated and result
oriented.
- Planning and organizing
skills.
How to Apply
