Job Description
Job Title: Sales Executive (Banking)
Department: Sales & Business Development
Reports To: Sales Manager / Business Development Manager
Location: Nairobi Mombasa Nakuru
Job Purpose
To drive business growth by acquiring new customers, opening funded accounts, onboarding merchants to Pay bill /Till solutions, mobilizing deposits, recruiting agency banking agents, and achieving monthly sales targets in line with the organization’s business strategy.
Key Roles and Responsibilities
1. Customer Acquisition
- Prospect and recruit new individual and business customers.
- Open new customer accounts in compliance with KYC and AML requirements.
- Ensure accounts are funded and remain active.
- Build and maintain a healthy sales pipeline.
2. Merchant Acquisition (Pay bill/Till)
- Identify businesses requiring collection solutions.
- Acquire and onboard Pay bill and Till merchants.
- Ensure merchants are fully activated.
- Provide training and after-sales support.
- Monitor merchant transaction activity.
3. Deposit Mobilization
- Source deposits from individuals, SMEs, institutions, and corporate clients.
- Grow and maintain customer deposit portfolios.
- Encourage customers to maintain healthy account balances.
4. Agency Banking Recruitment
- Identify suitable Agency Banking prospects.
- Ensure agents meet all eligibility requirements.
- Submit complete documentation for approval.
- Support activation and operational readiness.
5. Relationship Management
- Maintain regular engagement with customers.
- Resolve customer concerns promptly.
- Cross-sell banking products and services.
- Increase customer retention.
6. Compliance
- Ensure all customer documentation is complete.
- Adhere to KYC, AML/CFT, and internal banking policies.
- Maintain confidentiality of customer information.
7. Reporting
- Prepare daily activity reports.
- Submit weekly sales pipeline reports.
- Prepare monthly performance reports.
- Maintain accurate customer records in the CRM.
Qualifications and Minimum Requirements
- Bachelor’s Degree in Business Administration, Marketing, Commerce, Banking, Finance, Economics, or a related field from a recognized institution.
- A Diploma in Sales, Marketing, Banking, or Business-related discipline may be considered with relevant experience.
- 2 years’ experience in sales
How to apply
Send your cv to jobs@sheerlogicltd.com by 12th July 2026.