PROJECT SALES CONSULTANT – SALES ACQUISITION & RETENTION

The Bank Sales Consultant is responsible for promoting banking services, acquiring new clients, and maintaining strong customer relationships to drive positive impact in the communities while growing revenue growth and customer satisfaction. Will primarily driving the acquisition of women clients under the Stanbic for Her Programme and ensure achievement of Project goals.,

The role is accountable for achieving defined performance metrics, including monthly sales volumes, client onboarding targets, product adoption rates, and the effective rollout of financialinclusion initiatives that enable sustainable livelihood improvement.

Promote and solution banking services including loans, savings accounts, credit cards, and investment services.

• Conduct client consultations to assess financial needs and recommend tailored solutions.

• Achieve and exceed monthly and quarterly sales targets.

• Deliver exceptional customer service and after-sales support.

• Ensure compliance with banking regulations and internal policies.

Project Delivery and Performance

o Sales Acquisition and Business Growth (Core Responsibility)

o Mobilization and Community Engagement

o Stakeholder Management

o Operational Support

Key Performance Indicators (KPIs)

Sales & Acquisition
• Number of New-to-Bank Women Acquired
• Number of Individual Accounts Opened
• Number of Group Accounts Opened
• Number of FlexiPay Wallets Activated
• Number of FlexiPay Merchants Acquired
• Number of SACCOs Digitized
• Loan Uptake and Portfolio Growth
• Insurance Uptake
• Customer Retention Rate
• Customer Activation and Usage Rate

Project Delivery
• Achievement of Project Milestones

•Timely Submission of Reports
• Stakeholder Satisfaction
• Quality of Project Deliverables
• Compliance with Donor and Bank Requirements

2–4 years’ experience in banking, financial services, sales, business development, customer acquisition, relationship management, or financial inclusion programmes.
• Demonstrated experience in sales acquisition, customer onboarding, portfolio growth, and retention  initiatives.
• Experience mobilizing and engaging community groups, women’s groups, SACCOs, cooperatives, or SMEs is an added advantage.
• Experience coordinating projects, programmes, or business development initiatives with multiple stakeholders.
• Proven ability to achieve sales, customer acquisition, and performance targets.
• Exposure to leading, supervising, or coordinating teams and field-based activities.
• Experience in digital financial services, agency banking, mobile money, or digital banking solutions is desirable.

Personal competencies 

• Strong sales, negotiation, and relationship management skills.
• Excellent communication, presentation, and stakeholder engagement skills.
• Results-oriented with a proven ability to meet and exceed acquisition and growth targets.
• High level of integrity, professionalism, and accountability.
• Assertive, resilient, and decisive with the ability to work under pressure.
• Self-motivated, action-oriented, persistent, and resourceful.
• Strong analytical and numerical skills with the ability to interpret performance data and make informed decisions.
• Excellent interpersonal skills with the ability to influence and build relationships across diverse stakeholder groups.
• Flexible and willing to travel extensively

Knowledge Competencies

• Bachelor’s Degree in Business Administration, Commerce, Marketing, Finance, Economics, Project Management, Development Studies, or a related field.
• Knowledge of sales management, customer acquisition, portfolio management, and relationship management principles.
• Strong understanding of financial inclusion, women’s economic empowerment, and community-based development programmes.
• Knowledge of banking products and services including savings, lending, digital banking, payments, insurance, and merchant solutions.
• Understanding of project management methodologies and programme implementation frameworks.
• Computer literacy in MS Office Suite (Excel, Word, PowerPoint) and project management tools.
• Broad understanding of banking operations, business development, and financial services industry trends.
• Knowledge of monitoring and evaluation, data analysis, and performance  reporting.
• Sound understanding of finance, budgeting, and financial management principles.