Direct Sales Representative

Role Overview

As a Direct Sales Representative, you will be the bank’s primary point of contact for prospective customers, helping them select and apply for retail banking products. Your daily work involves generating leads, explaining product features clearly, and ensuring every application is complete, accurate, and verified. This role is critical because it directly grows the bank’s customer base and deposit or loan portfolio while maintaining trust and regulatory compliance.

Key Responsibilities

• Identify and cultivate potential customers through referrals, cross-selling, bank-sponsored sales events, and leads supplied by the bank.
• Describe product features to prospects in a transparent manner, ensuring fair treatment and clear understanding.
• Walk customers through application forms for their chosen products and assist with any questions.
• Examine submitted applications and supporting documents to confirm accuracy and completeness.
• Confirm customer identity by comparing original documents (such as National ID or passport) against photocopies.
• Submit signed applications to the relevant Sales Manager or Retail Support Team within 24 hours of customer sign-off.
• Look for opportunities to introduce other suitable bank products that meet customer needs.
• Keep customer documents secure and relay any feedback or complaints to the Sales or Branch Manager.
• Report field intelligence and sales activity regularly to leadership to help improve bank products.

Requirements & Qualifications

• Recent graduate with a diploma or university degree from a recognized institution.
• Minimum Mean Grade of C- (Minus) in K.C.S.E.
• Excellent analytical and interpersonal skills.
• A strong passion for and commitment to quality service.
• Excellent verbal and written communication skills.
• Ability to meet stringent targets within set deadlines.
• Experience in sales or client relationship management is an added advantage.