• I&M Bank – Direct Sales Executive (DSE) – Card Business Nairobi
  • I&M Bank in Nairobi, , Kenya
  • jobs
  • 6 days ago

jobs description

Job Summary:

The Direct Sales Executive (DSE) - Card Business will be responsible for acquiring new-to-bank card clients, cross-selling to existing card clients, and ensuring compliance with all necessary documentation and regulations. Reporting directly to the card sales manager, the DSE will play a pivotal role in driving the growth of card products (credit cards, debit cards, and prepaid cards) within the bank.

Key Responsibilities:
• Corporate & Business banking credit card sales
• Prospect for credit card sales from corporate and business banking customers
• Product training; for customers and internal staff
• Supporting corporate and business banking RMs in driving credit card sales
• End to end support and resolution of customer issues
• Ensure compliance with bank and regulatory requirements for card sales.
• New-To-Bank Card Client Acquisition:
• Actively prospect and approach potential customers to promote card products offered by the bank.
• Conduct cold calls... door-to-door visits, and participate in marketing events to generate leads and acquire new card clients.
• Educate potential customers on the features, benefits, terms, and conditions of card products to facilitate informed decision-making.
• Cross-Selling to Existing Card Clients:
• Identify opportunities to cross-sell additional card products and banking services to existing cardholders.
• Build and maintain strong relationships with existing card clients to understand their needs and offer appropriate solutions.
• Customer Documentation and Compliance:
• Collect and submit all required customer documentation for onboarding new card clients, ensuring completeness and accuracy.
• Provide necessary declarations and disclosures to customers in accordance with I&M Bank’s policies, procedures, and regulatory guidelines set forth by the Central Bank of Kenya.
• Sales Targets and Reporting:
• Meet or exceed sales targets set by the card sales manager through effective sales techniques and relationship building.
• Maintain accurate records of sales activities, customer interactions, and pipeline management for reporting purposes.
• Customer Service and Relationship Management:
• Provide excellent customer service by addressing customer inquiries, resolving complaints, and ensuring a positive customer experience throughout the sales process.
• Build and maintain strong relationships with customers to foster loyalty and encourage repeat business.

Qualifications and Skills:
• Bachelor’s degree in business administration, Marketing, Finance, or related field.
• Proven experience in sales, preferably in the banking or financial services industry.
• Strong understanding of card products (credit cards, debit cards, prepaid cards) and banking services.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of regulatory requirements related to customer onboarding and documentation.
• Results-oriented with a track record of achieving sales targets.
• Proficiency in Microsoft Office Suite and CRM software.

DEADLINE: 14/06/2024




Nairobi Kenya


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