Direct Sales Agent at Microcred Group

Job Description

• As a Direct Sales Agent, you will be responsible for opening and managing new accounts.

Responsibilities

• Identify and understand the need of the Customer.
• Ensure Customer profile falls within focus segment i.e. Blue, Silver or SME.
• 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 to Direct Sales Manager.
• 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 Direct Sales Manager.
• 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 cheque book issuance.
• Update call memo on a daily basis.
• Ensure assigned sales target and budgets are met.
• Participate in tactical sales/marketing activities.

Qualifications and Requirements

• Previous 1 - 4 years experience as a DSA in a financial institution preferred
• HND / B.Sc. in any relevant discipline.