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Direct Sales Representatives

Full time @Cairo Bank Uganda posted 2 days ago in Finance Email Job

Job Detail

  • Job ID 17118
  • Career Level  Officer
  • Experience  3 Years
  • Gender  Both
  • Industry  Finance
  • Qualifications  Degree Bachelor
  • Job Type  Full time

Job Description

Position: Direct Sales Representatives

Job Purpose: To achieve business objectives and sales targets by proactively selling Bank products, including driving growth in customer deposits, assets, and the carded customer base. This role focuses on acquiring new-to-bank customers, increasing transactional activity, and promoting digital product adoption to ensure sustained business growth.

Reports to: Branch Manager

Key Responsibilities Sales & Business Development

  • Consistently meet or exceed monthly and quarterly sales quotas for customer deposits, personal loans (assets), and new account openings.
  • Identify and qualify prospective retail customers through systematic prospecting, cold calling, door-to-door visits, and field activations.
  • Proactively onboard new potential retail customers to expand the bank’s market reach.
  • Drive the expansion of the bank’s personal asset and liability portfolio by promoting diverse financial products.

Product Promotion & Digital Adoption

  • Actively promote and onboard customers onto alternate channels such as mobile banking, agency banking, and other E-channels to drive transactional growth.
  • Identify opportunities to cross-sell or upsell bank products, including cards and insurance, based on a thorough analysis of customer financial needs.
  • Engage in specific product campaigns and marketing activations to increase brand awareness and product uptake.

Relationship Management & Service

  • Maintain stable relationships with existing clients to minimize attrition through regular courtesy calls and high-visibility support.
  • Conduct financial needs assessments for clients to provide suitable advice and appropriate product options.
  • Act as a primary contact for customer inquiries and complaints, ensuring prompt resolution or escalation according to bank policy.

Compliance & Reporting

  • Ensure all customer onboarding documentation is accurate and complies with Know Your Customer (KYC) and Anti-Money Laundering (AML) standards.
  • Gather and share field information regarding competitor activity and customer trends to support future product development.
  • Prepare and submit daily, weekly, and monthly performance reports, including activity pipelines and sales achievements.

Experience.

  • A Bachelor’s degree.
  • Previous experience in direct sales or a customer-facing role is preferred.

Skills And Competencies.

  • Continuous update of How-to Manuals with all new applications to ensure proper systems continuity
  • Excellent communication, negotiation, and interpersonal skills.
  • Self-motivated and target-driven.
  • Good negotiation and selling skills.
  • Excellent presentation skills.
  • Good understanding of bank processes and procedures.
  • Strong networking and relationship management skills.
  • Ability to identify business opportunities from market intelligence and make value-adding recommendations.
  • A team player with ability to lead and work under minimum supervision.
  • Business acumen.
  • Mature disposition in the handling of external stakeholder

Interested candidates should send their application letters together with their curriculum vitae to the Head, of Human Resources at recruitment@cbu.co.ug not later than 5pm, Wednesday March 18th, 2026.

 

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