Direct Sales Representative - Coast Region job at KCB Bank
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Direct Sales Representative - Coast Region
2025-06-02T18:35:50+00:00
KCB Bank
https://cdn.greatkenyanjobs.com/jsjobsdata/data/employer/comp_2015/logo/KCB%20Bank.png
FULL_TIME
 
Nairobi
Nairobi
00100
Kenya
Banking
Sales & Retail
KES
 
MONTH
2025-06-13T17:00:00+00:00
 
Kenya
8

KEY RESPONSIBILITIES

  • Sourcing prospective customer leads from various sources, such as referrals, cross-selling opportunities, sales activations organized by the bank, or sales leads provided by the bank.  
  • Explaining the features of the products to prospective customers in line with product features and Treating Customers Fairly Guidelines provided by the bank.  
  • Guiding customers on how to fill in applications for the respective product the customer would like to purchase.  
  • Review of the application and documentation provided by the customer to confirm accuracy.  
  • Authentication of customer details by checking the original copies against photocopies of documents provided e.g. National ID and passports.  
  • Forwarding completed applications to the relevant Sales Manager or Retail Support Team, within 24 hours of sign-off by the customer.  
  • Prospecting customers for any other Bank products, suitable for their needs.  
  • Ensuring safe custody of customer documents under their care.  
  • Forwarding customer feedback or complaints to the respective Sales/Branch Manager.  
  • Sharing market or competitor information from the field to the leadership to improve the bank’s products.    

DAILY RESPONSIBILITIES: 

  • Selling of Bank products. 
  • Participating in Bank Sales Campaigns. 
  • Cross-selling Bank products and educating customers who have taken up a product on the features (including product demonstrations). 
  • Receipt of customer applications and forwarding the same to the stipulated retail support team within 24 hours of sign-off by the customer. 
  • Ensuring Proper documents and KYC as per stipulated standards. 
  • Provide regular Sales reports. 

QUALIFICATIONS AND EXPERIENCE

The successful applicants should:

  • Bachelor’s degree from a recognized university.
  • Professional Qualifications such as: CPA (K), CIFA, CPS(K) will be an added advantage 
  • Have at least 2 years of working experience in Sales.
Sourcing prospective customer leads from various sources, such as referrals, cross-selling opportunities, sales activations organized by the bank, or sales leads provided by the bank.   Explaining the features of the products to prospective customers in line with product features and Treating Customers Fairly Guidelines provided by the bank.   Guiding customers on how to fill in applications for the respective product the customer would like to purchase.   Review of the application and documentation provided by the customer to confirm accuracy.   Authentication of customer details by checking the original copies against photocopies of documents provided e.g. National ID and passports.   Forwarding completed applications to the relevant Sales Manager or Retail Support Team, within 24 hours of sign-off by the customer.   Prospecting customers for any other Bank products, suitable for their needs.   Ensuring safe custody of customer documents under their care.   Forwarding customer feedback or complaints to the respective Sales/Branch Manager.   Sharing market or competitor information from the field to the leadership to improve the bank’s products.   
 
Bachelor’s degree from a recognized university. Professional Qualifications such as: CPA (K), CIFA, CPS(K) will be an added advantage  Have at least 2 years of working experience in Sales.
bachelor degree
24
JOB-683def06464ef

Vacancy title:
Direct Sales Representative - Coast Region

[Type: FULL_TIME, Industry: Banking, Category: Sales & Retail]

Jobs at:
KCB Bank

Deadline of this Job:
Friday, June 13 2025

Duty Station:
Nairobi | Nairobi | Kenya

Summary
Date Posted: Monday, June 2 2025, Base Salary: Not Disclosed

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Learn more about KCB Bank
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JOB DETAILS:

KEY RESPONSIBILITIES

  • Sourcing prospective customer leads from various sources, such as referrals, cross-selling opportunities, sales activations organized by the bank, or sales leads provided by the bank.  
  • Explaining the features of the products to prospective customers in line with product features and Treating Customers Fairly Guidelines provided by the bank.  
  • Guiding customers on how to fill in applications for the respective product the customer would like to purchase.  
  • Review of the application and documentation provided by the customer to confirm accuracy.  
  • Authentication of customer details by checking the original copies against photocopies of documents provided e.g. National ID and passports.  
  • Forwarding completed applications to the relevant Sales Manager or Retail Support Team, within 24 hours of sign-off by the customer.  
  • Prospecting customers for any other Bank products, suitable for their needs.  
  • Ensuring safe custody of customer documents under their care.  
  • Forwarding customer feedback or complaints to the respective Sales/Branch Manager.  
  • Sharing market or competitor information from the field to the leadership to improve the bank’s products.    

DAILY RESPONSIBILITIES: 

  • Selling of Bank products. 
  • Participating in Bank Sales Campaigns. 
  • Cross-selling Bank products and educating customers who have taken up a product on the features (including product demonstrations). 
  • Receipt of customer applications and forwarding the same to the stipulated retail support team within 24 hours of sign-off by the customer. 
  • Ensuring Proper documents and KYC as per stipulated standards. 
  • Provide regular Sales reports. 

QUALIFICATIONS AND EXPERIENCE

The successful applicants should:

  • Bachelor’s degree from a recognized university.
  • Professional Qualifications such as: CPA (K), CIFA, CPS(K) will be an added advantage 
  • Have at least 2 years of working experience in Sales.

 

Work Hours: 8

Experience in Months: 24

Level of Education: bachelor degree

Job application procedure

Interested and qualified? click here to apply

 

All Jobs | QUICK ALERT SUBSCRIPTION

Job Info
Job Category: Sales jobs in Kenya
Job Type: Full-time
Deadline of this Job: Friday, June 13 2025
Duty Station: Nairobi | Nairobi | Kenya
Posted: 02-06-2025
No of Jobs: 1
Start Publishing: 02-06-2025
Stop Publishing (Put date of 2030): 02-06-2067
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