Direct Sales Representative

Role Overview

This customer-facing banking sales role focuses on bringing in new retail customers, helping them choose suitable products, and moving applications from first contact through to accurate submission. The position sits at the front line of the bank’s growth, where disciplined follow-up, careful document handling, and fair customer treatment directly affect both sales results and process quality. By feeding field insights back to leadership and maintaining clean sales records, the role helps the bank refine its offerings and respond to what customers actually need.

Key Responsibilities

• Build a pipeline of prospective customers through referrals, cross-sell opportunities, bank-arranged sales activations, and leads supplied by the bank.
• Explain product features accurately and apply fair, transparent treatment throughout every customer conversation.
• Assist customers in completing application forms for the product they want, making sure they understand what information is required.
• Review submitted applications and supporting documents for completeness, consistency, and accuracy before they move forward.
• Verify customer identity by comparing original documents, such as National ID or passport, against the photocopies provided.
• Route signed, completed applications to the relevant Sales Manager or Retail Support Team within 24 hours of customer sign-off.
• Spot opportunities to introduce other bank products that match customer needs, and protect customer documents while they are in your possession.
• Escalate complaints or feedback to the Sales/Branch Manager and share field market insights with leadership through regular sales reports.

Requirements & Qualifications

• Recent graduate with a diploma or university degree from a recognized institution.
• KCSE mean grade of C- (minus) or higher.
• Strong analytical thinking and interpersonal skills.
• Demonstrated passion for and commitment to quality service.
• Clear and effective verbal and written communication.
• Ability to meet stringent targets within defined deadlines.
• Sales or client relationship management experience is an added advantage.