Direct Sales Representative - Coast Region

Company Details
Industry: Banking
Description: Kenya Commercial Bank Limited is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya - incorporated with effect from January 1, 2016 - and all KCB's regional units in Uganda,… Kenya Commercial Bank Limited is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya - incorporated with effect from January 1, 2016 - and all KCB's regional units in Uganda, Tanzania, Rwanda, Burundi, Ethiopia and South Sudan. It also owns KCB Insurance Agency, KCB Capital, KCB Foundation and all associate companies. The holding company was set up to among other things to enhance the Group's capacity to access unrestricted capital and also enable investment in new ventures outside banking regulations, achieve operational and strategic autonomy for the Group's operating entities and enhance corporate governance across the Group and oversight in management of subsidiaries. View more View less
Job Details
Job Type: Full Time
Workplace Type: On-site
Qualification: Diploma
Job Experience: Mandatory
Job Location: Nairobi County, Kenya
Closing Date: Undisclosed
Salary: KES Unspecified / month
Other Pay: Benefits
Job Category: Sales & Marketing
Job Description

Job Title: Sales Associate – Retail Banking

About the Role

We are seeking a motivated and customer-focused Sales Associate to join our retail banking team. In this role, you will identify and develop new business opportunities, provide product guidance to prospective customers, and ensure seamless application processing while upholding the highest standards of service and compliance.

Key Responsibilities

  • Source prospective customer leads from various channels, including referrals, cross-selling opportunities, bank-led sales activations, and provided sales leads.
  • Explain product features to prospective customers in line with product specifications, ensuring fair treatment of customers at all times.
  • Guide customers through the application process for the product they wish to purchase.
  • Review customer applications and documentation to confirm accuracy and completeness.
  • Authenticate customer details by checking original copies against photocopies of documents (e.g., National ID, passports).
  • Forward completed applications to the relevant Sales Manager or Retail Support Team within 24 hours of customer sign-off.
  • Prospect customers for additional bank products that suit their needs.
  • Ensure safe custody of all customer documents under your care.
  • Forward customer feedback or complaints to the respective Sales or Branch Manager.
  • Share market information from the field with leadership to improve the bank’s products, and provide regular sales reports.

Qualifications & Requirements

The successful applicant should meet the following criteria:

  • Be a recent graduate from a recognized university.
  • Have a minimum mean grade of C+ in K.C.S.E, with a C+ in both Mathematics and English.
  • Have excellent analytical and interpersonal skills.
  • Demonstrate a passion for and commitment to quality service.
  • Possess excellent verbal and written communication skills.
  • Have the ability to meet stringent targets within defined deadlines.
  • Experience in sales or client relationship management will be an added advantage.
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