The Sales Representative will be responsible for introducing and selling consumer banking products to potential customers. The primary objective is to drive business growth and development by identifying opportunities to increase sales and assisting in the execution of sales and marketing plans while providing exemplary customer service to build long-term, profitable relationships.
Key Responsibilities
Business Growth & Development (60%)
Identify retail opportunities and prospects through systematic prospecting, visiting, and onboarding of new potential retail customers within signed-up scheme companies.
Deliver exceptional sales performance by identifying and meeting customer needs through selling and cross-selling of assigned Consumer Banking products and services.
Provide direct sales support, including quality lead generation and effective follow-up, to convert leads into sales.
Participate in specific consumer banking product campaigns to generate customer awareness.
Meet and exceed weekly, monthly, and quarterly targets for specific consumer banking sales campaigns.
Ensure governance and compliance in processing customer documentation aligned with the account opening process; submit documentation to the line manager for review before final submission to the Account Management Unit.
Follow up with customers to ensure a seamless account opening process and 100% efficiency in the delivery of newly opened account information.
Relationship Management (30%)
Maintain stable relationships with key contacts at companies by providing high-quality service and maintaining visibility through regular courtesy calls and visits.
Maintain an updated record of the scheme portfolio at all times to mitigate losses.
Collaborate with business development teams to identify opportunities within their portfolios and to deepen relationships with existing bank customers.
Plan for and attend service open days and activations within selected scheme companies to handle queries.
Customer Service (10%)
Minimize customer attrition by offering required solutions and proactively responding to queries and complaints.
Achieve the required minimum number of client visits and customer engagement forums annually.
Resolve customer complaints within the expected Turnaround Time (TAT) and follow the approved bank escalation matrix when necessary.
Requirements and Qualifications
Education: Minimum of a Diploma in a business-related field.
Knowledge: Good understanding of banking industry trends, regulations, processes, and standard operating procedures.
Experience: Sales experience, preferably within the banking or financial industry.
Skills: Excellent understanding and interpretation of financial information.
Competencies: Strong relationship management, interpersonal skills, entrepreneurial acumen, networking abilities, and a results-oriented mindset.
How to Apply
Interested and qualified candidates should apply online by visiting the official SBM Bank portal at www.sbmbank.co.ke. You can also use the direct application link provided: Apply Now.
