Sales Rep-Financial Services-Meru Job
Sales Jobs. Brites Management Jobs
Duties and Responsibilities
Business Development & Sales
- Identify and prospect potential individual and SME customers within assigned regions.
- Market and sell retail banking products including savings accounts, current accounts, fixed deposits, personal loans, asset finance, and other liability/asset products.
- Achieve and exceed monthly and quarterly sales targets.
- Execute field activations, roadshows, and direct marketing campaigns.
- Develop and maintain a healthy sales pipeline.
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Compliance & Risk Management
- Ensure full adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements.
- Collect and verify all required documentation for account opening and loan processing.
- Maintain proper records of all customer interactions and transactions.
- Uphold confidentiality and data protection standards.
Customer Relationship Management
- Build and maintain strong, long-term customer relationships.
- Provide accurate product information and financial guidance to customers.
- Address customer inquiries and resolve issues promptly.
- Conduct follow-ups to ensure customer satisfaction and retention.
Market Intelligence & Reporting
Monitor competitor activities and market trends.
Provide regular sales reports and pipeline updates to the supervisor.
Share customer feedback and market insights to improve product offerings.
Key Requirement Skills And Qualification
- Diploma or Bachelor’s Degree in Business, Finance, Marketing, Economics, or related field.
- Minimum 2–3 years of field sales experience in a financial institution or insurance company.
- Proven track record in meeting or exceeding sales targets.
- Strong sales and negotiation skills
- Excellent communication and interpersonal skills
- Customer-centric approach
- High level of integrity and professionalism
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HOW TO APPLY
If you meet the above qualifications, skills and experience share CV on
recruitment@britesmanagement.com
Interviews will be carried out on a rolling basis until the position is filled.
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