Direct Sales Representative - Coast Region

The Direct Sales Representative role is focused on achieving business growth in both the SME (Small and Medium-sized Enterprises) and Retail segments across the Coast Region. The role holder will be responsible for onboarding quality accounts using lead generation and marketing drives, while simultaneously maintaining and building strong customer relationships and ensuring accurate account information.

Key Responsibilities:

• Acquisition & Business Development:
  • Acquire new Retail and SME accounts on a monthly basis.
  • Expand and strengthen relationships with existing Retail and SME clients.
  • Identify cross-selling opportunities to grow the customer portfolio size.
  • Drive deposit growth within the acquired Retail and SME customer base.
  • Increase Non-Funded Income (NFI) through value-added services.
• Customer Engagement and Compliance:
  • Provide consistent customer engagement and personalized support.
  • Regularly update and maintain customer records in line with bank policies.
  • Ensure a seamless customer experience to foster loyalty and referrals.
• Other Duties:
  • To safeguard and promote the bank’s image with the general public.
  • To assist in other issues aspects such as issue escalation and resolution to support our growth strategy.
• Compliance & Operational Excellence:
  • Adhere to all internal policies and external regulatory requirements.
  • Comply with operational and credit policies during client onboarding and servicing.
  • Ensure accurate recording of all customer engagements and interactions.
• Brand and Support:
  • Act as a brand ambassador by upholding and promoting the bank’s image.
  • Address and escalate customer issues promptly, ensuring timely resolution.
  • Support overall bank growth strategies by participating in campaigns and team initiatives.

Qualifications and Experience:

• Bachelor’s Degree in any discipline from a recognized institution.
• Minimum KCSE Grade: C+ (or equivalent).
• Strong interpersonal skills with the ability to build lasting relationships.
• Excellent communication and presentation skills.
• Sales and customer service experience is an added advantage.