Salesforce Director leading impactful Salesforce solutions at PwC. Responsibilities include strategic direction, project oversight, and team mentoring in business application consulting.
About the role
- Direct Sales Agent responsible for driving sales and customer engagement at Kuda financial services. Engaging clients with a wide range of banking products and ensuring satisfaction and compliance.
Responsibilities
- Prospect and generate leads through cold calling, networking, and referrals.
- Actively market Kuda’s array of financial products, including personal & business banking, loans, and POS terminals, to prospective customers within the designated territory.
- Achieve and exceed monthly sales targets by acquiring new customers and expanding customer base through persuasive techniques and a deep understanding of the bank’s offerings.
- Negotiate pricing and terms of sale to close deals and achieve sales targets according to the company's pricing.
- Conduct product demonstrations and presentations to potential clients.
- Ensure thorough compliance with all bank policies and regulatory requirements, including KYC (Know Your Customer) and AML (Anti-Money Laundering).
- Educate potential clients on the benefits of transitioning to electronic banking solutions and ensure their seamless onboarding to our platform.
- Maintain accurate records of all sales activities and customer interactions in CRM software.
- Participate in roadshows, community fairs, and other local events to promote the bank’s services and garner leads.
- Provide feedback to the marketing and product teams on customer experiences and product improvements.
- Understand the needs and requirements of prospective clients and proffer solutions to meet their specific business needs.
- Provide ongoing support to clients, including training and troubleshooting assistance.
Requirements
- Bachelor’s degree or HND in Marketing, Business Administration, Finance, or a related field.
- Proven experience as a Direct Sales Agent or similar sales/customer service role; experience in the banking or financial services sector is highly preferred.
- Strong interpersonal and communication skills, with the ability to negotiate and influence potential clients.
- Excellent organizational and time management skills; capable of managing multiple priorities efficiently.
- High motivation, enthusiasm, and dedication to achieving targets.
- Familiarity with digital banking services and mobile technology.
Benefits
- A great and upbeat work environment populated by a multinational team
- Pension
- Career development & growth
- Competitive annual leave plus bank holidays
- Competitive paid time off (Parental, Moving day, Birthday, Study leave etc)
- Group life insurance
- Medical insurance
- Well-fare package (Wedding, Compassionate and etc)
- Perkbox
- Goalr - employee wellness app
- Award winning L&D training
- We are advocates of work-life balance, working in a hybrid in office schedule
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Director focusing on business development and client relationships at PwC. Leading strategic initiatives and mentoring teams to drive revenue growth and client engagement.
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