Background

I&M Bank is a wholly owned subsidiary of I&M Holdings Limited, a publicly quoted company at the Nairobi Securities Exchange (NSE). The bank possesses a rich heritage in banking.

Purpose

The role will be responsible for selling the bank’s products, meeting customer needs, identifying leads and follow up, building relationships and interacting directly with customers throughout all phases of the sales process.

Key Responsibilities/Accountabilities

The Incumbent will report to the Team-leader Sales and will be responsible for:

• Marketing and selling of banks products and services to potential customers
• Contacting leads and setting up appointments to present bank products.
• Assisting the clients in completing forms and submitting them for processing to the various branches.
• Attending activations, door to doors and marketing activities that are organised to promote and sell I&M products.
• Compiling regular sales reports specifying the number of sales made on daily, weekly, monthly sales quotas.
• Efficient follow up on leads and consistent communication with customers to curb client complain and maintain customer satisfaction.
• Cross selling to existing clientele

Person specifications

• Diploma/Degree in a business-related field
• Relevant work experience as a Sales Representative
• Highly motivated and target driven with a proven track record in sales
• Excellent selling, negotiation and strong communication skills
• Prioritizing, time management and organizational skills
• Ability to create and deliver presentations tailored to the audience needs
• Relationship management skills and openness to feedback.
• Ability to deliver excellent customer experience to ensure sustainable organic growth of ETB / NTB customers.

• Marketing and selling of banks products and services to potential customers
• Contacting leads and setting up appointments to present bank products.
• Assisting the clients in completing forms and submitting them for processing to the various branches.
• Attending activations, door to doors and marketing activities that are organised to promote and sell I&M products.
• Compiling regular sales reports specifying the number of sales made on daily, weekly, monthly sales quotas.
• Efficient follow up on leads and consistent communication with customers to curb client complain and maintain customer satisfaction.
• Cross selling to existing clientele

• Excellent selling, negotiation and strong communication skills
• Prioritizing, time management and organizational skills
• Ability to create and deliver presentations tailored to the audience needs
• Relationship management skills and openness to feedback.
• Ability to deliver excellent customer experience to ensure sustainable organic growth of ETB / NTB customers.

• Diploma/Degree in a business-related field
• Relevant work experience as a Sales Representative
• Highly motivated and target driven with a proven track record in sales