KCB Bank Direct Sales Representative - Coast Region Jobs in Kenya






Responsibilities

  • Sourcing prospective customer leads from various sources, such as referrals, cross-selling opportunities, sales activations organized by the bank, or sales leads provided by the bank.

  • Explaining the features of the products to prospective customers in line with product features and
    Treating Customers Fairly Guidelines provided by the bank.

  • Guiding customers on how to fill in applications for the respective product the customer would like to purchase.

  • Review of the application and documentation provided by the customer to confirm accuracy.

  • Authentication of customer details by checking the original copies against photocopies of documents provided e.g. National ID and passports.

  • Forwarding completed applications to the relevant Sales Manager or Retail Support Team, within 24 hours of sign-off by the customer.

  • Prospecting customers for any other Bank products, suitable for their needs.

  • Ensuring safe custody of customer documents under their care.

  • Forwarding customer feedback or complaints to the respective Sales/Branch Manager.

  • Sharing market or competitor information from the field to the leadership to improve the bank’s products.

    Daily Responsibilities


  • Selling of Bank products.

  • Participating in Bank Sales Campaigns.

  • Cross-selling Bank products and
    educating customers who have taken up a product on the features (including product demonstrations).

  • Receipt of customer applications and forwarding the same to the stipulated retail support team within 24 hours of sign-off by the customer.

  • Ensuring Proper documents and KYC as per stipulated standards.

  • Provide regular Sales reports.

    Qualifications

    The successful applicants should:

  • Bachelor’s degree from a recognized university.

  • Professional Qualifications such as: CPA (K), CIFA, CPS(K) will be an added advantage

  • Have at least 2 years of working experience in Sales.

    How to Apply

    For more information and job application details, see; KCB Bank Direct Sales Representative - Coast Region Jobs in Kenya

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