Job Vacancy – Direct Sales Agent (DSA)

Position Overview

The Direct Sales Agent (DSA) is responsible for driving customer acquisition, onboarding, and revenue growth through direct engagement with prospective clients.

The role involves promoting the bank’s products and services, building strong customer relationships, and achieving assigned sales targets while ensuring compliance with banking regulations and service standards.

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Qualifications

Education

Minimum Requirement:

• Bachelor’s Degree (First Degree)

Preferred Fields of Study

• Business Administration
• Accounting
• Finance
• Banking
• Economics
• Related disciplines

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Key Responsibilities

Customer Acquisition & Sales

The Direct Sales Agent will:

• Actively source, engage, and acquire new customers through:
  • Field visits
  • Referrals
  • Networking activities
• Promote and sell banking products and services, including:
  • Savings and current accounts
  • Loans
  • Deposits
  • Insurance products
  • Debit and credit cards
  • Other retail banking solutions
• Conduct product presentations and explain product features and benefits.
• Respond to customer inquiries and provide product-related guidance.
• Achieve daily, weekly, and monthly sales targets.

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Business Development

The successful candidate will:

• Follow up on sales leads and business opportunities.
• Conduct cold-calling activities targeting high-value prospects.
• Identify and pursue new business opportunities to increase market share.
• Promote Personal Banking products and services.
• Provide feedback on:
  • Customer needs
  • Market trends
  • Competitor activities

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Customer Relationship Management

Responsibilities include:

• Building and maintaining strong customer relationships.
• Ensuring customer retention and identifying cross-selling opportunities.
• Following up with customers to ensure their needs have been met.
• Providing ongoing product support and information.
• Identifying customer concerns and escalating issues when necessary.
• Maintaining professional representation of the bank at all times.

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Account Opening & Compliance

The DSA will:

• Assist customers with account opening processes.
• Ensure accurate completion of account opening forms and documentation.
• Verify compliance with:
  • Know Your Customer (KYC) requirements
  • Regulatory guidelines
  • Internal bank procedures
• Conduct customer needs analysis before recommending products and services.

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Stakeholder Coordination

The role requires collaboration with:

• Personal Bankers
• Branch Managers
• Business Development Managers
• Credit Teams
• Branch Operations Teams

Additional responsibilities include:

• Successfully handing over customer relationships to the appropriate banking teams.
• Responding to customer, credit, and branch-related inquiries.
• Ensuring compliance with Service Level Agreements (SLAs).

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Behavioural Competencies

Applicants should demonstrate:

• Articulating Information
• Checking Things
• Documenting Facts
• Examining Information
• Following Procedures
• Interacting with People
• Meeting Timescales
• Producing Output
• Taking Action
• Team Working
• Thinking Positively
• Upholding Standards

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Technical Competencies

The ideal candidate should possess skills in:

• Bookkeeping
• Data Management and Administration
• Financial Record Reconciliation
• Records and Archive Management
• Written Communication
• Customer Service
• Sales and Marketing
• Banking Operations
• Relationship Management

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Required Skills

• Strong communication and interpersonal skills
• Sales and negotiation skills
• Customer relationship management
• Business development capability
• Problem-solving skills
• Attention to detail
• Ability to work under pressure and meet targets
• Time management and organizational skills
• Basic computer literacy and data management skills

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Ideal Candidate Profile

The successful candidate should be:

• Results-oriented and target-driven.
• Customer-focused and service-minded.
• Self-motivated and proactive.
• Professional and ethical.
• Comfortable working in the field and interacting with diverse customers.
• Able to build long-term business relationships and identify growth opportunities.

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Career Growth Opportunity

This role provides an excellent opportunity for graduates and early-career professionals interested in developing a career in:

• Retail Banking
• Personal Banking
• Business Development
• Customer Relationship Management
• Financial Services Sales
• Branch Banking Operations

How to Apply:

To submit your application, please follow the link provided below.

CLICK HERE TO APPLY