Direct Sales Agent (DSA)

About this role

Sonora Capital and Investment Limited seeks a Direct Sales Agent to acquire and manage customers for its financial products and advisory services. The role involves field sales, referrals, and prospecting to generate leads and convert them into active customers. The agent will promote products such as loans, savings, accounts and digital banking, assist with onboarding and loan applications, and maintain relationships with clients. You will work with various teams to ensure compliant onboarding and meet targets for customer acquisition, loan disbursement, deposits, and revenue. The employer provides financial services and asset management with international partnerships focused on investment banking needs of selected clients.

What you would do

• Identify and acquire new customers through field sales, referrals, direct prospecting, and approved channels.
• Promote the bank's products and services including loans, savings, accounts and digital banking solutions.
• Generate qualified leads and convert prospects into active customers.
• Build and maintain relationships with existing and prospective customers.
• Explain product features, eligibility, repayment terms and other information to customers.
• Support customers through account opening, onboarding, documentation and loan applications.
• Conduct market visits and identify new business opportunities within assigned locations.
• Achieve targets for customer acquisition, loan disbursement, deposit mobilization and revenue.
• Follow up on leads and maintain an active pipeline of prospective customers.
• Coordinate with Credit, Risk and Customer Service teams to ensure smooth onboarding and accurate recordkeeping.

What they are asking for

• Basic knowledge of public sector lending.
• Ability to develop strong customer relationships through excellent communication.
• Track record of meeting sales targets and contributing to company growth.
• Excellent communication skills.
• Customer-oriented mindset.

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