Sales Assistant – Financial Services

Sales Assistant – Financial Services
Company:

Anonymous Employer


Sales Assistant – Financial Services

Details of the offer

Job Summary

Responsible for administration, customer service and business development

Minimum Qualification:Diploma
Experience Level:Entry level
Experience Length:1 year
Job Description

Duties and Responsibilities

1. Administration
i. Assist clients in filling proposal forms
ii. Delivery of documents to clients and partner organizations
iii. Draft administrative letters and correspondences
iv. Organize meetings/appointments internally and with external clients
v. Other clerical work
vi. Set up electronic and hard copy filing systems
vii. Take minutes during meetings

2. Customer Service
i. Develop creative strategies to retain clients
ii. Develop product quotations for new and existing customers
iii. Develop strong customer relationships in order to generate high volume sales of prospective clients
iv. Manage customer calls and appointments effectively for new sales opportunities
v. Respond to the client queries in a timely fashion
vi. Supervise the client relationship management database and utilize it to manage customer contacts and mailing lists

3. Business Development
i. Cold call clients both individual and organizational clients to generate business
ii. Collect lead lists
iii. Develop in-depth knowledge about business development practices, marketing activities, prospective clients and industry trends
iv. Provide recommendations for business growth and problem resolution
v. Consider social media marketing as it can apply to the job

Required Competences
i. Integrity
ii. Planning and Organisation skills
iii. Ability to make operational decisions
iv. Initiative and professionalism
v. Communication skills
vi. Ability to work in a fast environment
vii. Self-learning
viii. Entrepreneurial attitude

Values to uphold
1. Passion
2. Integrity
3. People
4. Innovation

Desired Training by:
• Yusudi
• Generation Kenya
Duties and Responsibilities

1. Administration
i. Assist clients in filling proposal forms
ii. Delivery of documents to clients and partner organizations
iii. Draft administrative letters and correspondences
iv. Organize meetings/appointments internally and with external clients
v. Other clerical work
vi. Set up electronic and hard copy filing systems
vii. Take minutes during meetings

2. Customer Service
i. Develop creative strategies to retain clients
ii. Develop product quotations for new and existing customers
iii. Develop strong customer relationships in order to generate high volume sales of prospective clients
iv. Manage customer calls and appointments effectively for new sales opportunities
v. Respond to the client queries in a timely fashion
vi. Supervise the client relationship management database and utilize it to manage customer contacts and mailing lists

3. Business Development
i. Cold call clients both individual and organizational clients to generate business
ii. Collect lead lists
iii. Develop in-depth knowledge about business development practices, marketing activities, prospective clients and industry trends
iv. Provide recommendations for business growth and problem resolution
v. Consider social media marketing as it can apply to the job

Required Competences
i. Integrity
ii. Planning and Organisation skills
iii. Ability to make operational decisions
iv. Initiative and professionalism
v. Communication skills
vi. Ability to work in a fast environment
vii. Self-learning
viii. Entrepreneurial attitude

Values to uphold
1. Passion
2. Integrity
3. People
4. Innovation

Desired Training by:
• Yusudi
• Generation Kenya


Source: Brightermonday_Co


Area:

Requirements

Sales specialist

Report line: Sales Supervisor Department: Sales and Marketing Center Business development and growth as well building and managing the company’s brand assets...


From Moonsun Pictures International Limited - Nairobi Area

Published a month ago

Assistant accountant

Duties and Responsibilities. Validate sales revenue; manage invoicing within established deadlines including posting collections, drawing up records, auditing...


From Imarisha Mabati Ltd - Nairobi Area

Published a month ago

Project / category manager - furniture & drums

Responsible for sales optimization of company products. Also involved in vendor management, pricing, marketing and inventory fields as well. Duties and...


From Genesis Consult Ltd - Nairobi Area

Published a month ago

Project / category manager - furniture & drums

Job Summary Our client in the FMCG sector across multiple verticals, is currently hiring for the position of Project / Category Manager (Furniture & Drums) to...


From Genesis Consult Ltd - Nairobi Area

Published a month ago