Direct Sales Representatives at SBM Bank – 9 Positions
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- Company: SBM Bank
- Location: Kenya
- State: Kenya
- Job type: Full-Time
- Job category: Sales/Marketing Jobs in Kenya
Job Description
SBM Bank Kenya is a leading and trusted financial institution with an international footprint, headquartered in Mauritius and positioned to offer an unprecedented banking experience in Kenya to niche Retail, SME and corporate clients. Following approval by the Central Bank of Kenya, the bank started its operations in Kenya in May 2017 and currently h…
Direct Sales Representative – Mombasa
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Kilifi
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Nairobi
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Kwale
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Nakuru
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Kericho
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Narok
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Kisii
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Direct Sales Representative – Kitale
JOB PURPOSE
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kitale.
KEY RESPONSIBILITIES
Business Growth & Development – 60%
- Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
- Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific consumer banking product campaigns to generate awareness to the customers.
- Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
- Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
- Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management – 30%
- Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
- Maintain an updated record on the scheme portfolio at all times to mitigate losses.
- Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
- Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service – 10%
- Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
- Achieve the required minimum client visits and customer engagement forums per year.
- Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
- Excellent understanding and interpretation of financial information.
- Working knowledge of the Bank’s products & services.
- Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
- Sales experience, preferably in the banking or financial industry.
Education:
- Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
- Relationship Management & Interpersonal skills.
- Entrepreneurial and business acumen.
- Strong networking skills.
- Self-motivated and result oriented.
- Planning and organizing skills.
Method of Application
Submit your CV and Application on Company Website : Click HereClosing Date : August 4, 2026

