Sales & Relationship Representative at Stima Sacco

Key Responsibilities

• Identify and pursue new business opportunities through prospecting, networking, referrals, cold calling, direct selling and other approved acquisition channels.
• Recruit and onboard new members by assessing their needs, recommending appropriate products and facilitating account opening and activation.
• Build, manage and maintain strong relationships with new and existing members to enhance retention, loyalty and business growth.
• Identify members’ financial needs and recommend appropriate products, services and financial solutions to deepen relationships and increase product uptake.
• Plan and participate in member education, sales activations, outreach programmes and product campaigns to increase awareness and generate business leads.
• Cross-sell and promote the Society’s products and services to both new and existing members to maximize business opportunities.
• Provide timely and professional support to members by responding to enquiries, resolving service issues and coordinating the resolution of complaints relating to assigned portfolios.
• Maintain accurate member and prospect information, monitor assigned portfolios, obtain member feedback and prepare periodic sales and performance reports.
• Ensure all member acquisition, onboarding and relationship management activities comply with KYC, due diligence requirements, applicable policies, procedures and regulatory requirements.

Qualifications

• Diploma in a business-related field from a recognized institution.
• Bachelors Degree will be an added advantage
• At least three (3) years of relevant experience in sales, marketing, customer relationship management, banking or financial services.
• Demonstrated ability to prospect for new business, acquire and retain customers, achieve sales targets and build sustainable customer relationships.
• Strong communication, interpersonal, negotiation and customer service skills, with the ability to effectively engage diverse member segments.
• Good numerical, analytical and report-writing skills, with the ability to monitor sales performance, maintain accurate records and prepare periodic reports.