Customer Support & Sales Specialists

Description

• The Customer Support & Sales Specialist is responsible for delivering exceptional customer service while driving the sales of financial products and services.
• The role involves identifying customer needs, providing appropriate financial solutions, resolving customer inquiries, building long-term relationships, and achieving sales and service performance targets.
• The ideal candidate combines strong customer service skills with a results-driven sales mindset to enhance customer satisfaction and business growth.

Key Responsibilities
Customer Support:

• Educate customers on available products, digital banking platforms, and self-service channels.
• Ensure compliance with customer service standards and organizational policies.

Sales & Business Development:

• Identify sales opportunities during customer interactions and convert prospects into customers.
• Promote and sell financial products including:
  • Savings and Current Accounts
  • Consumer Loans
  • Credit Facilities
  • Investment Products
  • Insurance Products
  • Digital Banking Solutions
• Generate leads through referrals, cold calling, networking, and market prospecting.
• Build and maintain strong relationships with new and existing customers.
• Meet and exceed assigned sales, revenue, and portfolio growth targets.
• Conduct product presentations and financial solution consultations for customers.

Relationship Management:

• Develop long-term relationships with customers through regular engagement.
• Understand customer financial needs and recommend suitable products.
• Follow up with customers to ensure satisfaction and encourage repeat business.
• Maintain a healthy customer portfolio and improve customer retention.

Compliance & Documentation:

• Ensure all customer onboarding documentation complies with regulatory and company requirements.
• Conduct Know Your Customer (KYC) and Anti-Money Laundering (AML) checks.
• Maintain confidentiality and security of customer information.
• Adhere to all internal policies, operational procedures, and financial regulations.

Reporting:

• Prepare daily, weekly, and monthly sales and customer service reports.
• Track customer interactions and sales activities using CRM systems.
• Monitor individual performance against assigned KPIs.
• Provide market intelligence and customer feedback to management.

Key Performance Indicators (KPIs)

• Monthly sales target achievement.
• Number of new customers acquired.
• Customer satisfaction (CSAT) score.
• Customer retention rate.
• Cross-selling and upselling performance.
• Loan and product portfolio growth.
• Response and resolution turnaround time.
• Compliance and documentation accuracy.

Qualifications

• Bachelor's Degree in Business Administration, Marketing, Finance, Economics, Banking, or a related field.
• 1 year of experience in customer service, sales, banking, fintech, or financial services.
• Professional certifications in sales or customer service are an added advantage.

Required Skills & Competencies:

• Excellent communication and interpersonal skills.
• Strong sales, negotiation, and persuasion abilities.
• Customer-focused with a passion for delivering exceptional service.
• Knowledge of financial products and banking operations.
• Problem-solving and conflict resolution skills.
• Ability to work under pressure and meet sales targets.
• Good analytical and numerical skills.
• Strong organizational and time management abilities.
• Proficiency in Microsoft Office Suite and CRM applications.
• High level of integrity, professionalism, and attention to detail.

Preferred Attributes:

• Self-motivated and target-driven.
• Positive attitude with excellent relationship management skills.
• Ability to work independently and collaboratively within a team.
• Strong adaptability in a fast-paced environment.
• Willingness to travel for customer acquisition and business development activities when required.

Working Conditions:

• Office and field-based role with frequent customer visits.
• May require weekend or extended hours to meet business objectives.
• Performance-based environment with clearly defined sales and service targets.

Application Closing Date
6th August, 2026.

How to Apply
Interested and qualified candidates should:

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