Bank Sales Executives-30k-Nairobi at Sheer Logic

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