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Cytonn Investments , I&M Bank , KCB Group, Mogo Kenya Limited , National Bank of KenyaProfession (Banking, microfinance, insurance, Entry and Basic-level)
Industry (Entry and Basic-level)
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Seniority (Banking, microfinance, insurance)
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Kuda Bank
Banking + 2 more
Description
Requirements
- Bachelor’s degree or HND in Marketing, Business Administration, Finance, or a related field.
- Proven experience as a Direct Sales Agent or similar sales/customer service role; experience in the banking or financial services sector is highly preferred.
- Strong interpersonal and communication skills, with the ability to negotiate and influence potential clients.
- Excellent organizational and time management skills; capable of managing multiple priorities efficiently.
- High motivation, enthusiasm, and dedication to achieving targets.
- Familiarity with digital banking services and mobile technology.
Responsibilities
- Prospect and generate leads through cold calling, networking, and referrals.
- Actively market Kuda’s array of financial products, including personal & business banking, loans, and POS terminals, to prospective customers within the designated territory.
- Achieve and exceed monthly sales targets by acquiring new customers and expanding customer base through persuasive techniques and a deep understanding of the bank’s offerings.
- Negotiate pricing and terms of sale to close deals and achieve sales targets according to the company's pricing.
- Conduct product demonstrations and presentations to potential clients.
- Ensure thorough compliance with all bank policies and regulatory requirements, including KYC (Know Your Customer) and AML (Anti-Money Laundering).
- Educate potential clients on the benefits of transitioning to electronic banking solutions and ensure their seamless onboarding to our platform.
- Maintain accurate records of all sales activities and customer interactions in CRM software.
- Participate in roadshows, community fairs, and other local events to promote the bank’s services and garner leads.
- Provide feedback to the marketing and product teams on customer experiences and product improvements.
- Understand the needs and requirements of prospective clients and proffer solutions to meet their specific business needs.
- Provide ongoing support to clients, including training and troubleshooting assistance.
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