Bank Sales Executives-30k-Mombasa 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