UmbaPay Direct Sales Representatives Job Umba
Sales & Marketing Jobs, Umba Jobs.
Key Responsibilities
Sales & Target Achievement
- Achieve or exceed monthly loan disbursement and revenue objectives.
- Execute effective sales activities in the field to drive loan uptake and client acquisition.
- Track personal performance against set KPIs and work with the team lead to address any performance gaps.
Client Acquisition & Relationship Management
- Prospect and onboard new clients through direct sales, referrals, and market activations.
- Guide clients through Know Your Customer (KYC) and Know Your Business (KYB) requirements.
- Clearly communicate Umbapay’s financing solutions and value proposition to potential clients.
- Build long-term client relationships to support retention, repeat business, and referrals.
Loan Application Support & Credit Facilitation
- Assist clients with loan applications and ensure accurate documentation is submitted.
- Provide guidance to clients on loan terms, repayment obligations, and product use.
Portfolio Management & Loan Recovery
- Monitor repayment schedules for assigned clients and follow up to ensure timely payments.
- Engage with clients experiencing repayment challenges and escalate cases as needed.
- Collaborate with the collections team on overdue accounts to reduce portfolio at risk (PAR).
Compliance & Reporting
- Ensure all client interactions and loan applications comply with internal policies and regulatory standards.
- Maintain accurate client records, loan files, and sales activity reports.
- Submit timely and accurate reports on sales performance and client engagement.
Market Engagement
- Stay updated on market trends, customer needs, and competitor activity.
- Identify new opportunities and provide feedback to the team lead to improve sales strategies.
Qualifications & Experience
- Diploma in Business, Finance, Marketing, or related field.
- At least 1–3 years in sales, banking, microfinance, or financial services.
- Experience in field sales or B2B client acquisition is highly desirable.
- Demonstrated ability to meet and exceed sales/loan targets.
- knowledge of credit products, risk assessment, and loan processes.
- Excellent communication, negotiation, and customer service skills.
- Ability to work independently in the field and deliver results under minimal supervision
How to Apply
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