Bank Sales Executives-30k-Nairobi
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Industry Consulting Founded 1997 Type Private Website http://www.sheerlogic.co.ke/ Address View Park Towers 5th Floor, Uhuru Highway | P.O Box 53026 - 00200 City Square, Nairobi - Kenya
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Job Purpose
- To drive business growth by acquiring new customers, opening funded accounts, onboarding merchants to Pay bill /Till solutions, mobilizing deposits, recruiting agency banking agents, and achieving monthly sales targets in line with the organization’s business strategy.
Key Roles and Responsibilities
Customer Acquisition
- Prospect and recruit new individual and business customers.
- Open new customer accounts in compliance with KYC and AML requirements.
- Ensure accounts are funded and remain active.
- Build and maintain a healthy sales pipeline.
Merchant Acquisition (Pay bill/Till)
- Identify businesses requiring collection solutions.
- Acquire and onboard Pay bill and Till merchants.
- Ensure merchants are fully activated.
- Provide training and after-sales support.
- Monitor merchant transaction activity.
Deposit Mobilization
- Source deposits from individuals, SMEs, institutions, and corporate clients.
- Grow and maintain customer deposit portfolios.
- Encourage customers to maintain healthy account balances.
Agency Banking Recruitment
- Identify suitable Agency Banking prospects.
- Ensure agents meet all eligibility requirements.
- Submit complete documentation for approval.
- Support activation and operational readiness.
Relationship Management
- Maintain regular engagement with customers.
- Resolve customer concerns promptly.
- Cross-sell banking products and services.
- Increase customer retention.
Compliance
- Ensure all customer documentation is complete.
- Adhere to KYC, AML/CFT, and internal banking policies.
- Maintain confidentiality of customer information.
Reporting
- Prepare daily activity reports.
- Submit weekly sales pipeline reports.
- Prepare monthly performance reports.
- Maintain accurate customer records in the CRM.
Qualifications and Minimum Requirements
- Bachelor’s Degree in Business Administration, Marketing, Commerce, Banking, Finance, Economics, or a related field from a recognized institution.
- A Diploma in Sales, Marketing, Banking, or Business-related discipline may be considered with relevant experience.
- 2 years’ experience in sales