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Direct Sales Representative – Coast Region Job KCB Bank
Direct Sales Representative – Coast Region Job
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.
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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.
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How to Apply
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