Key Responsibilities
Key Responsibilities
Source prospective customer leads from referrals, crossselling opportunities, sales activations, or bankprovided leads
Explain product features to prospective customers in line with product guidelines and fair treatment standards
Guide customers on completing applications for desired products
Review applications and documentation for accuracy
Authenticate customer details by checking originals against photocopies (e.g., National ID, passports)
Forward completed applications to Sales Manager or Retail Support Team within 24 hours of customer signoff
Prospect customers for other bank products suitable to their needs
Ensure safe custody of customer documents under care
Forward customer feedback or complaints to Sales/Branch Manager
Share market information from the field with leadership to improve products and provide regular sales reportsQualifications & Profile
Qualifications & Profile
Recent graduate with a Diploma or University degree from a recognized institution
Minimum KCSE mean grade of C (Minus)
Excellent analytical and interpersonal skills
Passion and commitment to quality service
Strong verbal and written communication skills
Ability to meet stringent targets within defined deadlines