Direct Sales Agent
Responsibilities:
Identify and acquire new customers through field sales, referrals, direct prospecting, and other approved channels. Promote the Bank’s products and services, including loans, savings, accounts, digital banking solutions, and other financial products. Generate qualified leads and convert prospects into active customers. Build and maintain strong relationships with existing and prospective customers. Explain product features, eligibility requirements, repayment terms, and other relevant information to customers. Support customers through account opening, onboarding, documentation, and loan application processes. Conduct market visits and identify new business opportunities within assigned locations. Achieve assigned customer acquisition, loan disbursement, deposit mobilization, and revenue targets. Follow up on leads and maintain an active pipeline of prospective customers. Work closely with the Credit, Risk, and Customer Service teams to ensure smooth customer onboarding. Maintain accurate records of customer interactions, applications, sales activities, and follow-ups. Ensure compliance with the KYC requirements, procedures, and applicable regulations. Prepare and submit regular sales and activity reports to the line manager
Requirements:
Candidate must have a basic knowledge of public sector lending Develop strong customer relationships through excellent communication skills. Achieve set sales targets and contribute to the overall growth of the company Excellent Communication Skills. Customer-oriented mindset.