Direct Sales Agent – Mbeya Branch

About the role

The Direct Sales Agent will drive customer acquisition, onboarding and revenue growth for the bank’s Mbeya branch. Working directly with prospective clients, you will promote a range of banking products, build lasting relationships and meet defined sales targets.

Key responsibilities

• Source, engage and acquire new customers through field visits, referrals and networking.
• Promote and sell bank products such as accounts, loans, deposits, insurance and cards.
• Conduct product presentations, explain features and address client queries.
• Complete account opening forms and ensure KYC and regulatory compliance.
• Achieve daily, weekly and monthly sales targets.
• Provide market feedback, monitor competitor activity and identify new business opportunities.
• Perform cold‑calling and follow‑up on leads to increase market share.
• Maintain strong customer relationships for retention and cross‑selling.
• Hand over customers to personal bankers and branch managers as required.

Required profile

• First degree in Business Administration, Accounting, Finance or a related field.
• Strong behavioural competencies such as articulating information, following procedures, teamwork and meeting timescales.
• Ability to conduct needs analysis and provide accurate product advice.

Required skills

• Bookkeeping
• Data Management (Administration)
• Reconciling Financial Records
• Records and Archive Management
• Written Communication