Direct Sales Representative (Multiple Positions) - Nairobi at SBM Bank in Nairobi, Kenya

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    Direct Sales Representative (Multiple Positions) - Nairobi

    SBM BankNairobi, Kenya

    Posted

    5 days ago

    Apply by

    30 Sept

    Contractor
    On Site
    Mid
    Banking, Insurance & Financial Services
    Sales

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    Job Description

    The Sales Representative will be responsible for introducing and selling consumer banking products to potential customers. The main responsibilities include business growth and development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships. Successful applicants will be posted in various locations including Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, and Kitale.

    Key Responsibilities

    • Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
    • Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
    • Provide direct sales support quality lead generation and effective follow-up to generate and convert quality leads into sales.
    • Participate in specific consumer banking product campaigns to generate awareness to the customers.
    • Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
    • Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
    • Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
    • Maintain a stable relationship with the companies' key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
    • Maintain an updated record on the scheme portfolio at all times to mitigate losses.
    • Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
    • Plan for and attend service open days & activations within selected scheme companies to handle queries.
    • Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
    • Achieve the required minimum client visits and customer engagement forums per year.
    • Customer complaints and resolutions to be handled within the expected TAT.
    • In case of escalations, follow through the approved bank escalation matrix.

    Required Qualifications

    • Excellent understanding and interpretation of financial information.
    • Working knowledge of the Bank's products & services.
    • Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
    • Sales experience, preferably in the banking or financial industry.
    • Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor's degree with at least 1 year of sales experience in banking.
    • Relationship Management & Interpersonal skills.
    • Entrepreneurial and business acumen.
    • Strong networking skills.
    • Self-motivated and result oriented.
    • Planning and organizing skills.

    Job Details

    Job Function

    Sales

    Minimum Experience

    1 years

    Education Level

    Junior Secondary Certificate (Grade 9 / Equivalent)

    Area of Study

    Business

    Field of Study

    Sales

    Languages

    English

    Other Locations

    Mombasa, Mombasa; Kilifi, Kilifi; Kwale, Kwale; Nakuru, Nakuru; Kericho, Kericho; Narok, Narok; Kisii, Kisii; Kitale, Trans-Nzoia

    Additional Information

    How to Apply: Interested and qualified candidates should apply online via the SBM Bank careers portal at www.sbmbank.co.ke.

    Master the Art of Consultative Selling in Banking

    This role is about more than hitting numbers—it's about building trust with customers and scheme partners. Hiring managers will look for evidence that you can prospect, pitch, and close while keeping compliance front and center.

    1. Showcase your sales track record: On your CV, quantify your achievements—how many clients you onboarded, what targets you exceeded, and by how much. For example, "Exceeded monthly sales targets by 20% for six consecutive months."

    2. Understand the bank's products inside out: Before the interview, research SBM Bank's consumer banking products—savings accounts, loans, cards. Be ready to explain how you'd position them to different customer segments.

    3. Prepare for scenario questions: Expect questions like "How would you handle a customer who is hesitant to open an account?" Practice your pitch and objection handling.

    4. Highlight your networking skills: This role requires building relationships with scheme companies. Share examples of how you've cultivated professional networks and maintained key contacts.

    5. Emphasize compliance awareness: Banking is heavily regulated. Show that you understand the importance of documentation and following procedures—mention your attention to detail in processing paperwork.

    6. Be ready to talk about your location flexibility: The posting lists multiple locations. If you're open to relocating, say so—it could be a differentiator.

    7. Demonstrate your self-motivation: Sales roles demand drive. Give examples of how you've worked independently to generate leads and close deals without constant supervision.

    8. Prepare thoughtful questions: Ask about the sales targets, the support structure, and the training provided. This shows you're serious about the role and eager to succeed.

    CareerSasa Safety Alert: Never pay employers or agencies for interviews, training, or job placement. Does a job request payment? Report it immediately using the "Flag" button. While CareerSasa vets job postings thoroughly, always verify opportunities independently.
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    Tags

    sales
    banking
    customer relationship
    lead generation
    cross-selling