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. 
• Reviewing 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 to 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.   

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:

• Be a graduate from a recognized university.
• Have at least 2 years working experience in Sales.