Background

CDL was founded in early 2003 by its current Managing Director Lucy Mmari.Within her 14 year tenure in a well established logistics company, She honed her skill in human resources management and thereafter started CDL.

Job Description

Our client is looking for dynamic, energetic, and results-oriented Direct Sales Agents to join their team. Ideal candidates will be responsible for marketing and selling the bank’s financial products and services, including account opening, while ensuring exceptional customer service and consistently meeting sales targets.

Key Responsibilities

• Actively market and sell the bank’s products and services to new and existing customers.
• Drive account opening initiatives by onboarding new customers and ensuring proper documentation and compliance.
• Identify potential clients through field visits, referrals, networking, and lead generation.
• Provide accurate information to customers regarding financial products such as accounts, loans, and insurance packages.
• Build and maintain strong customer relationships to ensure repeat business and referrals.
• Meet and exceed individual and team sales targets.
• Gather market intelligence and provide feedback to management on competitor activities, customer needs, and market trends.
• Ensure compliance with bank policies, procedures, and regulatory guidelines.
• Prepare and submit daily/weekly sales reports to the supervisor.

Requirements

• Diploma or Bachelor’s degree in Sales, Marketing, Business Administration, or a related field.
• Demonstrated ability to meet and exceed sales targets.
• Strong networking, negotiation, and communication skills.
• Self-motivated, energetic, and able to thrive in a fast-paced sales environment.
• Excellent customer service and interpersonal skills.
• Ability to work independently with minimal supervision.

• Actively market and sell the bank’s products and services to new and existing customers.
• Drive account opening initiatives by onboarding new customers and ensuring proper documentation and compliance.
• Identify potential clients through field visits, referrals, networking, and lead generation.
• Provide accurate information to customers regarding financial products such as accounts, loans, and insurance packages.
• Build and maintain strong customer relationships to ensure repeat business and referrals.
• Meet and exceed individual and team sales targets.
• Gather market intelligence and provide feedback to management on competitor activities, customer needs, and market trends.
• Ensure compliance with bank policies, procedures, and regulatory guidelines.
• Prepare and submit daily/weekly sales reports to the supervisor.

• Strong networking skills
• Negotiation skills
• Communication skills
• Self-motivated
• Energetic
• Ability to thrive in a fast-paced sales environment
• Excellent customer service skills
• Interpersonal skills
• Ability to work independently with minimal supervision

• Diploma or Bachelor’s degree in Sales, Marketing, Business Administration, or a related field.
• Demonstrated ability to meet and exceed sales targets.