Title: Sales Executive

Industry: Financial Services 

Location: Nairobi, Kenya

Category: Retail, Sales & Marketing

Employment Type: Full-time

Salary: Kshs. 10,000 - Kshs. 15,000

Job Overview

We are seeking a motivated and dynamic Sales Executive to join our team in Nairobi. The successful candidate will play a key role in driving sales and contributing to the overall success of our Financial Services.

Key Responsibilities

• Identify and develop new business opportunities to achieve sales targets.
• Manage and maintain strong relationships with existing clients.
• Conduct market research to identify new markets and customer needs.
• Prepare and deliver appropriate presentations on products and services.
• Negotiate and close deals to maximize revenue.
• Collaborate with team members to achieve better results.
• Gather feedback from clients or prospects and share with internal teams.

Sales and Business Growth

• Develop and implement sales plans to meet company goals.
• Identify and reach out to potential clients through, networking and research.
• Negotiate and close deals with new and existing clients.
• Review sales data to track progress and improve results.

Relationship Management

• Build and maintain strong relationships with clients.
• Understand client needs and provide suitable investment solutions.
• Ensure client satisfaction through regular follow-ups and support.

Customer Experience

• Deliver excellent service throughout the sales and onboarding process.
• Respond promptly to client inquiries and feedback.
• Maintain a professional and helpful attitude in all client interactions.

Marketing

• Support marketing campaigns and promotional activities.
• Collaborate with the marketing team to attract and retain investors.
• Provide insights from client interactions to improve marketing strategies.

Risk and Compliance

• Ensure adherence to capital markets rules regulations and fund investment policies.
• Report any potential risks or irregularities in client dealings.
• Ensure all client information and transactions are handled with confidentiality and accuracy.

Requirements

• Diploma in Finance, Business, Economics, or a related field.
• Proven experience as a Sales Executive or relevant role.
• Strong knowledge of the sales process and dynamics.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Proficiency in MS Office and CRM software is an advantage.
• Strong organizational and time-management skills.
• 1-2 years’ experience in financial services sales is an advantage.
• CIFA qualification (added advantage) or willingness to pursue.
• Sales track record and ability to meet targets.
• Strong communication, networking, and presentation skills

Perks and Benefits

• Competitive salary package with performance-based bonuses.
• Opportunity for career growth and development.
• Work in a dynamic and supportive team environment.
• Access to ongoing training and professional development.