Direct Sales Representative

Role Overview

This customer-facing sales position focuses on bringing new banking clients on board and helping them complete product applications accurately. Working in the field and at bank-organised activations, the holder turns referrals, internal leads, and personal prospecting into completed, compliant sales while representing the bank fairly. The role matters because it directly grows the retail customer base, reduces application errors, and feeds frontline market insight back to sales and branch leadership.

Key Responsibilities

• Build a pipeline of potential customers through referrals, bank-provided leads, cross-sell prompts, and participation in sales activations or outreach events.
• Present suitable banking products clearly and honestly, matching features to each customer's needs and ensuring fair treatment throughout the sales conversation.
• Walk customers through application forms, answer questions, and help them provide complete and accurate information for the product they choose.
• Check submitted forms and supporting documents for completeness, consistency, and eligibility before passing them on.
• Verify identity and other details by comparing original documents, such as national identification cards or passports, with the copies supplied.
• Send signed-off application packs to the relevant sales manager or retail support team within one working day of customer sign-off.
• Identify additional bank products that fit the customer's circumstances and introduce them where appropriate.
• Keep customer documents secure while in personal custody and escalate any complaints, feedback, or market intelligence to the sales or branch manager.

Requirements & Qualifications

• Recent graduate with a diploma or degree from a recognised institution.
• Minimum mean grade of C- (minus) in K.C.S.E.
• Strong analytical and interpersonal skills.
• Demonstrated passion and commitment to quality service.
• Excellent verbal and written communication skills.
• Ability to meet demanding targets within fixed deadlines.
• Sales or client relationship management experience is an added advantage.