Job Details

  • Deadline: Not specified
  • Location: Head Office Job Purpose: To...
  • Employment Type: Contract Work Pattern: Full Time Market: Various Discipline: Education Job Ref: 15790 Recruiter Contact: Suzanne Angus...
  • Category: Banking and Finance Jobs
  • Posted Date: July 27, 2026
  • Application: Online application

Job Description

Job Description

The Direct Sales Agent (DSA) responsible for driving customer acquisition, onboarding, and revenue growth through direct engagement with prospective clients. The role involves promoting bank products and services, developing customer relationships, and achieving assigned sales targets.

Qualifications

Type of Qualification

First Degree

Field of Study

Business Administration, Accounting, Finance or a related field.

Key Responsibilities

Actively source, engage, and acquire new customers through field visits, referrals, and networking.

Promote and sell the bank’s products and services (e.g., accounts, loans, deposits, insurance, cards, etc)

Conduct product presentations, explain features and benefits, and address customer queries.

Ensure completion of account opening forms and documentation in compliance with KYC and regulatory requirements.

Achieve daily, weekly, and monthly sales targets as assigned.

Provide regular feedback on customer needs, market trends, and competitor activities.

Maintain strong relationships with customers for retention and cross-selling opportunities.

Represent the bank professionally in all customer interactions.

Develop business opportunities by following up leads generated.

Conduct cold calling in a planned manner, focusing on potential high value prospects.

Proactively identify and follow-up on new business in order to increase market share.

Market and provide information on the Personal Banking product to customers.

Follow-up on sales to ensure that customer needs have been met.

Provide additional information to ensure support on the products and identify problems.

Successfully hand over customer relationships to the Personal Banker, Branch Manager and business development managers under employee value banking (EVB).

Ensure that all service level agreements are complied and keep abreast of changes in this regard.

Attend to all enquiries that may arise from the client, Credit or at Branch level.

Conduct a needs analysis to identify customer needs effectively when opening new accounts or giving product advice, in line with guidelines and product requirements

Additional Information

Behavioural Competencies

Adopting Practical Approaches

Embracing Change

Examining Information

Following Procedures

Generating Ideas

Interacting with People

Producing Output

Seizing Opportunities

Team Working

Thinking Positively

Understanding People

Upholding Standards

Technical Competencies

Active Listening

Contact Centre Customer Relationship Management

Difficult Calls Management

Query Resolution

Telephone Caller Handling

Verbal Communication

How to Apply

Job type

Full-time

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