Direct Sales Representative

Role Overview

This position is focused on driving new business for the bank by proactively reaching out to individuals and organisations, presenting the bank’s products and services, and converting interest into actual account openings and product uptake. Day to day, you will be out in the field meeting prospective clients, following up on leads, and also supporting existing customers with basic queries before escalating more complex issues. Your efforts directly contribute to the bank’s growth targets and market presence, so a consistent, results-driven approach is essential.

Key Responsibilities

• Proactively identify and approach potential customers to promote and sell the bank’s full range of products and services, while also cross-selling to the existing customer base.
• Persuade prospects to open accounts with the bank, and systematically follow up on dormant or underfunded accounts to encourage activation and long-term usage.
• Keep customer sales records accurate and current, and ensure all referrals are tracked and followed up promptly to turn them into actual business.
• Carry out field market research to capture customer feedback and emerging trends, then present these insights to sales supervisors to inform strategy.
• Play an active role in product launches and promotional campaigns, helping to increase awareness and engagement at various customer touchpoints.
• Produce regular daily, weekly, and monthly sales reports that summarise pipeline activity and progress, giving management a clear view of performance and market shifts.
• Deliver clear and compelling presentations to prospective customers, explaining the advantages of banking with the organisation and addressing any objections to secure new account openings.
• Take on additional duties assigned by management to support overall business objectives as needed.

Requirements & Qualifications

• A Diploma in Sales and Marketing is required; a Bachelor’s degree in Business Administration, Marketing, or Public Relations is preferred.
• Professional sales certifications and/or relevant experience in sales will be considered an added advantage.
• At least one year of hands-on experience in a similar sales role, with a demonstrated ability to meet and exceed set targets.
• Strong sales, business development, and customer service orientation, with a proven track record of building relationships and closing deals.
• An outgoing, self-motivated personality with excellent communication and social skills, able to plan ahead and work independently without close supervision.
• Sound understanding of the bank’s product suite, as well as CBK Prudential Guidelines, particularly around KYC and account opening procedures.
• Good knowledge of market trends and customer needs, with the ability to adapt sales pitches accordingly.
• Professionalism, diplomacy, and patience in all customer interactions, with a genuine passion for delivering outstanding service.
• Strong networking and relationship-building skills, both externally with customers and internally with colleagues.
• Excellent presentation, negotiation, and closing skills, plus strong report writing, problem-solving, time management, and active listening abilities.
• Proficiency in Microsoft Word, Excel, Access, PowerPoint, internet, and email.
• High levels of honesty and integrity, with a commitment to ethical sales practices.