Direct Sales Representative at Umba

The direct sales representative actively interacts with prospective clients to market and sell a range of financial products. This will be achieved by planning, developing, implementing and analyzing sales plans to meet Bank sales objectives.

• Meeting Sales Targets: Working towards and achieving set sales goals, revenue targets, and other performance metrics within specified timeframes. (Daily, Weekly and Monthly)
• Customer Engagement: Interacting directly with potential clients to understand their financial needs and objectives.
• Lead Generation: Actively seeking and identifying new leads to expand the customer base.
• Reporting: Preparing regular sales activity and performance reports as required.
• Sales Negotiation: Negotiating terms and conditions, interest rates, and other relevant terms to successfully close financial deals.
• Compliance: Obtain all customer information, documents required to open an account and ensure KYC/AML compliance as per the Bank policy, ensuring adherence to regulatory requirements and compliance standards in all sales activities.
• Relationship Building: Establishing and maintaining strong relationships with clients to foster trust, encourage repeat business, and enhance customer loyalty.
• Customer Service: Providing excellent post-sales support and addressing customer inquiries or concerns related to banking products and services.

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