Direct Sales Representative

Role Overview

This is a front-line retail sales role for someone who enjoys meeting customers, explaining banking products, and turning interest into complete, accurate applications. You will work with leads generated through referrals, cross-selling, bank-organised sales activations, and lists provided by the bank, then guide each customer from the first conversation through to hand-off. The position matters because it supports sales growth while protecting the bank through fair customer treatment, careful document checks, and timely reporting from the field.

Key Responsibilities

• Build a pipeline of prospective customers from referrals, cross-selling opportunities, bank-organised sales activations, and leads supplied by the bank.
• Explain product features to customers in clear language, ensuring every interaction reflects fair treatment and responsible selling.
• Walk customers through application forms and help them complete the paperwork for the product they have chosen.
• Check applications and supporting documents for accuracy, completeness, and consistency before they move forward.
• Verify customer identity by comparing original documents, such as National ID or passport, against the copies provided.
• Send signed-off application packs to the relevant Sales Manager or Retail Support Team within 24 hours of the customer’s sign-off.
• Identify opportunities to introduce existing and prospective customers to other bank products that suit their needs.
• Keep customer documents secure while in your care, pass feedback or complaints to the Sales or Branch Manager, and share field market intelligence and regular sales reports with leadership.

Requirements & Qualifications

• Recent graduate holding a diploma or degree from a recognised institution.
• Minimum K.C.S.E. mean grade of C- (Minus).
• Strong analytical skills and the ability to build rapport with a wide range of customers.
• A genuine commitment to quality service and fair customer outcomes.
• Excellent verbal and written communication skills.
• Ability to meet strict sales targets and work to defined deadlines.
• Previous sales or client relationship management experience is an added advantage.