Direct Sales Agent

Job Summary

• A direct sales agent in a bank is responsible for promoting financial products, acquiring and managing customers, assisting with applications, and ensuring compliance with banking regulations.

Key Responsibilities

• Lead Generation and Prospecting: Identify potential customers through cold calls, networking, referrals, and local market knowledge. Actively seek new business opportunities to expand the bank’s customer base and increase revenue.
• Product Promotion and Sales: Present and explain the features, benefits, and terms of banking products such as loans, savings accounts, and credit facilities. Tailor sales approaches to meet individual customer needs and encourage product uptake.
• Customer Assistance and Relationship Management: Provide personalized support by guiding customers through product selection, eligibility criteria, and application processes. Maintain ongoing relationships to ensure customer satisfaction and retention.
• Application and Documentation Support: Assist clients in completing applications, collecting required documents, and verifying information to ensure accuracy and compliance. Help streamline the bank’s internal processing and reduce errors.
• Sales Tracking and Reporting: Manage the sales pipeline, track leads, and report progress to supervisors. Prepare sales reports to support decision-making and monitor performance against targets.
• Regulatory Compliance: Adhere to banking laws, anti-money laundering (AML) regulations, and internal policies. Ensure all activities are conducted ethically and in line with the bank’s code of conduct.
• Collaboration: Work closely with sales teams, marketing, and product specialists to coordinate efforts, share insights, and leverage resources to achieve sales objectives.
• Customer Interface: Serve as the first point of contact for customers, fostering trust and enhancing the customer experience by providing expert advice and personalized service throughout the sales process.

Requirements

• Candidates should possess a B.Sc Degree / HND with 1 - 5 years experience. 
• Not be more than 35-year old. 

Salary
N150,000 per month. 

Application Closing Date
31st August, 2026. 

How to Apply
Interested and qualified candidates should send their CV to:  using the Job Title as the subject of the email.

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