Job Description
Umba is currently in search of Sales Agents to join our team. In this role, the Sales agent’s role is to attract and secure deposits from individuals, businesses, and organizations. The main objective is to increase the bank’s deposit base, ensuring the availability of funds for lending and other banking activities.
Responsibilities:
Actively seek and pursue opportunities to attract new depositors, thereby increasing the bank’s deposit portfolio.
Execute marketing strategies and campaigns to promote deposit products and services to prospective customers.
Cultivate and sustain relationships with existing clients, promoting repeat business and referrals.
Evaluate clients’ financial needs, risk preferences, and investment objectives to recommend appropriate deposit products.
Clearly articulate the features, advantages, and terms of various deposit products to clients, ensuring their comprehensive understanding.
Facilitate deposit account applications, complete requisite documentation, and ensure compliance with regulatory mandates.
Requirements:
Typically, a Diploma or Certificate in finance, accounting, or a related field is required.
Exceptional communication and interpersonal skills for establishing and nurturing client relationships.
Demonstrated sales prowess, including the ability to identify potential clients, generate leads, and convert leads into deposits.
Work Status
Valid work authorization for Kenya
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