Direct Sales Agent at CapitalSage Technology Limited

Responsibilities

• Identify and understand the needs of the Customer
• Ensure Customer profile falls within focus segment i.e.Public sector
• Sell the Banks Products proactively to new/prospective customers
• Obtain relevant documents on all Bank products sold, e.g. identity document, business registration documents etc
• Ensure timely submission of weekly sales activity reports
• Participate in weekly/monthly sales performance review meetings
• Maintain accurate records of all sales activities, budget achievements and cross-sell referrals
• Cross-sell opportunities identified should be referred to the Head, Business Development
• Ensure accuracy of all bank forms and documents executed by the Customer
• Ensure timely processing of all initiated Customer transactions, with specific emphasis on account opening and loan disbursement
• Ensure assigned sales targets and budgets are met
• Participate in tactical sales/marketing activities.

Requirements

• Candidates should possess an SSCE / OND qualification with 0 - 2 years relevant work experience.