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3 Apr 2023

Sales Relationship Officers at KCB

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Job Description


Reports to (Title of Line Manager): BRANCH MANAGER
Function/Division: RETAIL

Job Purpose
To promote, market and sell Bank products and services with the objective of ensuring increased usage of services and growth in number of customers, savings and digital uptake.

Key Responsibilities:
• Directly market and sell Bank products and services to potential and existing customers in the bank’s core market segment in line with the set targets.
• Take financial services closer to the people through sensitization and offering door to door account opening exercises in line with bank policy and KYC guidelines.
• Periodically generate and update data bases for potential customers and liaise with branch manager for appropriate follow up action to bring such customers on board.
• Conduct daily market intelligence on competitors and submit bi-weekly reports to the Branch manager.
• Carry out sales promotions, attend trade shows and exhibitions and any other events and ensure effective promotions of our bank’s services and products.

Dimensions:
• Sales (New bank products and services).
• Digital Drive
• Compliance and Risk Management
• Excellent Customer Service

Key Result Areas:
• Manage relationships between bank and customers.
• Managing customer accounts.
• Generating sales for the branch.
• Grow customer base.
• Grow branch liabilities within the set targets.

Communications And Working Relationships:
• Customers
• Retail Sales Manager and Unit RMs (RM Schemes, RM Diaspora, and RM Mortgages)
• Branch manager to seek specialist guidance for reporting and management decisions and compliance with the strategic goals of the department and the bank at large.
• Peers in the branch.
• Peers in other departments.

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Method of Application

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