From the employer's careers page · Verified employer
Direct Sales Representative
SBM Bank Kenya
Job at a glance
- Employer
- SBM Bank Kenya
- Position
- Direct Sales Representative
- Location
- Kenya
- Possible duty stations
- Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Nanyuki
- Experience
- 1–3+ years in banking sales, depending on qualification
- Education
- Minimum Certificate (3 years' experience) or Diploma/Degree (1 year)
- Salary
- Not stated in the advert
- Application deadline
- Open until filled (listed until 20 November 2026)
- Posted on VacancyKE
- 3 November 2026
VacancyKE summary
SBM Bank Kenya is advertising several Direct Sales Representative positions across multiple towns. You will introduce and sell consumer banking products to potential customers, focusing on business growth, relationship management and customer service.
What stands out about this opportunity
- Focus on consumer banking product sales
- 60% of role dedicated to business growth
Positions in this notice
- Direct Sales Representative – Nairobi
- Direct Sales Representative – Mombasa
- Direct Sales Representative – Kilifi
- Direct Sales Representative – Kwale
- Direct Sales Representative – Nakuru
- Direct Sales Representative – Kericho
- Direct Sales Representative – Narok
- Direct Sales Representative – Kisii
- Direct Sales Representative – Nanyuki
Key responsibilities
- Prospect, visit and onboard new retail customers in signed-up scheme companies.
- Sell and cross-sell assigned consumer banking products and services.
- Generate quality leads, follow up and convert them into sales.
- Participate in product campaigns and meet weekly, monthly and quarterly targets.
- Process customer documentation compliantly and submit for review before processing.
- Maintain relationships with key company contacts through regular visits and calls.
- Attend service open days and activations within selected scheme companies.
- Resolve customer queries and complaints within expected turnaround times.
Who should apply?
Sales professionals with banking or financial industry experience who are motivated to drive retail customer acquisition and maintain client relationships.
Key requirements
- Sales experience in banking or finance
- Minimum Certificate with 3 years' experience
- Or Diploma/Degree with 1 year's experience
- Understanding of financial information
- Knowledge of banking products and regulations
- Relationship management and networking skills
How to apply
Official source: From the employer's careers page · sbmbank.co.ke. VacancyKE never charges job seekers.
Original employer advertisement
Published by SBM Bank Kenya on sbmbank.co.ke. Shown for reference; the employer’s version is the official one.
The employer’s advert
The Sales Representative will be responsible for introducing & selling the consumer banking products to potential customers. The main responsibilities include business growth & development, identifying opportunities to increase sales, and assisting in the development and execution of sales and marketing plans through offering exemplary customer excellence to build long-term profitable customer relationships.
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kilifi, Nanyuki.
KEY RESPONSIBILITIES
Business Growth & Development - 60%
• Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
• Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific consumer banking product campaigns to generate awareness to the customers.
• Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
• Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
• Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management - 30%
• Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
• Maintain an updated record on the scheme portfolio at all times to mitigate losses.
• Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
• Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service - 10%
• Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
• Achieve the required minimum client visits and customer engagement forums per year.
• Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
• Excellent understanding and interpretation of financial information.
• Working knowledge of the Bank’s products & services.
• Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
• Sales experience, preferably in the banking or financial industry.
Education:
• Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
• Relationship Management & Interpersonal skills.
• Entrepreneurial and business acumen.
• Strong networking skills.
• Self-motivated and result oriented.
• Planning and organizing skills.
Fill in the details below and upload your CV in pdf format to apply for this position.
Careers at SBM Bank Kenya | Join Our Team
We are looking to post successful applicants in the following locations: Nairobi, Mombasa, Kilifi, Kwale, Nakuru, Kericho, Narok, Kisii, Kilifi, Nanyuki.
KEY RESPONSIBILITIES
Business Growth & Development - 60%
• Identify retail opportunities and prospects through systematic prospecting, visiting and onboarding of new potential retail customers in the signed-up scheme companies.
• Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of assigned Consumer Banking products and services.
• Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific consumer banking product campaigns to generate awareness to the customers.
• Meet and exceed targets for specific consumer banking sales campaigns on a weekly, monthly and quarterly basis.
• Ensure governance and compliance in processing of customer documentation aligned to account opening process for customers and submit to the line manager for review before submitting to Account Management Unit for processing.
• Follow up with customers to ensure seamless account opening process and 100% efficiency in delivery of newly opened account information.
Relationship management - 30%
• Maintain a stable relationship with the companies’ key contacts by providing excellent quality service and maintaining high visibility through regular courtesy calls and visits.
• Maintain an updated record on the scheme portfolio at all times to mitigate losses.
• Liaise with business development teams to identify opportunities within their portfolios and to deepen relationships with the existing bank customers.
• Plan for and attend service open days & activations within selected scheme companies to handle queries.
Customer Service - 10%
• Minimize customer attrition by offering the required solutions to the customer and proactively responding to queries and complaints.
• Achieve the required minimum client visits and customer engagement forums per year.
• Customer complaints and resolutions to be handled within the expected TAT. In case of escalations, follow through the approved bank escalation matrix.
KEY QUALIFICATIONS AND COMPETENCES
Knowledge, Skills and Experience required for this Role:
• Excellent understanding and interpretation of financial information.
• Working knowledge of the Bank’s products & services.
• Good understanding of the banking industry trends, regulation, banks processes & standard operating procedures.
• Sales experience, preferably in the banking or financial industry.
Education:
• Minimum of a Certificate, with at least 3 years of sales experience in banking OR a Diploma/Bachelor’s degree with at least 1 year of sales experience in banking.
Competencies required for this Role:
• Relationship Management & Interpersonal skills.
• Entrepreneurial and business acumen.
• Strong networking skills.
• Self-motivated and result oriented.
• Planning and organizing skills.
Fill in the details below and upload your CV in pdf format to apply for this position.
Careers at SBM Bank Kenya | Join Our Team