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Direct Sales Agent

Job Objective(s)

  • As a Direct Sales Agent you will help customers get the most from their money, make the right choices and make their money work for them. You would also be the number one resource for customers to get advice on their account. Speaking with customers would also be a large part of your day-to-day work either over the phone or face to face. You would set up a meeting with them, discuss their financial needs and details and keep records, negotiate, and keep your customers well informed and advised at all times. 

Duties & Responsibilities

As a Direct Sales Agent, you will be responsible for opening new accounts and follow-up on outstanding documentation. All other related responsibilities include:

  • Update and follow up on returned cheques every morning.
  • Follow up on customer’s requests.
  • Update new deposits and new accounts on the system daily.
  • Responsible for the provision and safe keeping of customers’ information and files.
  • Mobilization of Cheap funds e.g. Savings and current account.
  • Any other duties as assigned by Supervisor.

Key Competencies/ Knowledge

  • Deposit Base volume (%)
  • Cost of funds
  • Complete and accurate documentation for savings and current accounts
  • Error free processing
  • Customer complaint level.

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