Direct Sales Representative will; introduce and sell consumer banking products to potential customers. The role focuses on business growth, identifying opportunities to increase sales, executing sales and marketing plans, and delivering exemplary customer service to build longterm profitable relationships.Key ResponsibilitiesBusiness Growth & Development – 60%
Direct Sales Representative will;
Key Responsibilities
Identify retail opportunities and prospects through systematic prospecting, visiting, and onboarding new customers.
Deliver exceptional sales performance by selling and crossselling consumer banking products and services.
Provide direct sales support through lead generation and effective followup.
Participate in product campaigns to generate awareness.
Meet and exceed weekly, monthly, and quarterly sales campaign targets.
Ensure compliance in processing customer documentation for account opening.
Follow up with customers to ensure seamless account opening and delivery of account information.Relationship Management – 30%
Maintain strong relationships with scheme company contacts through regular visits and courtesy calls.
Keep updated records of scheme portfolios to mitigate losses.
Liaise with business development teams to identify opportunities and deepen customer relationships.
Plan and attend service open days and activations to handle queries.Customer Service – 10%
Minimize customer attrition by offering solutions and responding to queries proactively.
Achieve minimum client visits and engagement forums annually.
Resolve customer complaints within turnaround time (TAT) and escalate appropriately when needed.Key Qualifications and Competencies (adsbygoogle=window.adsbygoogle||[]).push({});Knowledge, Skills & Experience
Key Qualifications and Competencies
Knowledge, Skills & Experience
Strong understanding and interpretation of financial information.
Working knowledge of bank products and services.
Good understanding of banking industry trends, regulations, and processes.
Sales experience, preferably in banking or financial services.Education
Education
Minimum Certificate with 3 years’ sales experience in banking.
OR Diploma/Bachelor’s Degree with at least 1 year of sales experience in banking.Competencies
Competencies
Strong relationship management and interpersonal skills.
Entrepreneurial and business acumen.
Excellent networking skills.
Selfmotivated and resultsoriented.