Direct Sales Agent

• Engage directly with customers through face-to-face interactions, community events, and sales presentations.

• Identify customer needs and recommend appropriate banking products and services, including savings accounts, loans, credit cards, and investment products.

• Conduct door-to-door sales activities and organize sales drives in targeted

areas.

Sales Strategy and Execution:

• Develop and implement effective sales strategies to achieve individual and team sales targets.

• Utilize sales techniques and tools to present the benefits of banking products and services persuasively.

• Follow up with leads and convert prospects into loyal customers.

Customer Service and Relationship Building:

• Provide exceptional customer service by addressing customer inquiries and resolving issues promptly.

• Build and maintain strong relationships with customers to encourage repeat business and referrals.

• Educate customers on the benefits and features of banking products and services.

Market Research and Analysis:

• Conduct market research to identify new sales opportunities and customer trends.

• Analyze competitor offerings and market conditions to position the bank's products effectively.

• Provide feedback and insights to the sales and marketing teams to refine sales strategies.

Compliance and Risk Management:

• Ensure compliance with all banking regulations and policies during sales activities.

• Implement and adhere to risk management practices to protect customer and bank interests.

• Stay updated on changes in banking laws and regulations affecting sales activities.

Collaboration and Reporting:

• Work closely with branch managers, sales teams, and other departments to coordinate sales efforts.

• Prepare and submit regular sales reports and updates to supervisors.

• Participate in training programs to stay current on banking products, services, and sales techniques.

Skills

• Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers.

• Strong negotiation and persuasion skills, with the ability to overcome objections and close sales effectively.

• Self-motivated and results-oriented, with a drive to succeed and a willingness to take initiative.

• Ability to work independently with minimal supervision and as part of a team in a fast-paced and dynamic environment.

• Proficiency in using sales and CRM software/tools to manage leads, track sales activities, and generate reports.

• Flexibility to work evenings, weekends, and holidays as needed to accommodate customer availability and sales events.

Qualifications

• Bachelor’s degree

• At least 3 years experience in relevant field.

• Must have valid driver’s license, QID, and NOC.