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The Direct Sales Agent (DSA) plays a pivotal role in expanding the customer base, facilitating seamless onboarding, and accelerating revenue growth by engaging directly with potential clients. This position encompasses the promotion of the bank’s products and services, fostering strong customer relationships, and consistently meeting or exceeding predetermined sales objectives. Qualifications Type of Qualification: First Degree Field of Study: Business Administration, Accounting, Finance or related field. Key Responsibilities
Proactively identify, connect with, and onboard new clients via on-site visits, referrals, and professional networking opportunities. Drive the growth of the bank’s portfolio by actively marketing and securing client adoption of its comprehensive range of financial solutions, including deposit accounts, lending products, savings options, insurance coverage, and payment cards. Lead engaging product demonstrations, articulate key features and benefits, and provide clear, informative responses to customer inquiries. To guarantee the thorough and accurate completion of account opening forms and supporting documentation, while ensuring full adherence to Know Your Customer (KYC) protocols and all applicable regulatory mandates. Demonstrate consistent performance by meeting or exceeding daily, weekly, and monthly sales targets established by the organization.
Consistently assess and communicate customer requirements, market dynamics, and competitor developments through structured feedback. Build and nurture enduring customer relationships to enhance retention rates and identify opportunities for cross-selling initiatives. Consistently uphold the bank’s professional standards in every customer engagement, ensuring a polished and courteous representation of the institution.
Cultivate business prospects through diligent follow-up of generated leads.
Execute structured cold calling initiatives, prioritizing high-value prospects with strategic planning. Proactively seek out and pursue new business opportunities to expand market share and strengthen competitive positioning.
Deliver comprehensive information and actively promote the Personal Banking product to customers, ensuring they are fully informed of its features and benefits. Ensure thorough follow-through on all sales transactions to confirm that customer requirements have been fully satisfied.
Offer supplementary details to enhance product support and diagnose issues. Successfully transition customer accounts and relationships to the Personal Banker, Branch Manager, and Business Development Managers as part of the Employee Value Banking (EVE) process. Ensure strict adherence to all service level agreements and remain updated on any modifications to these agreements. Handle all client, Credit, and Branch-level inquiries promptly and professionally. Conduct a comprehensive needs analysis to accurately assess customer requirements during the initiation of new accounts or the provision of product recommendations, ensuring full compliance with established guidelines and specific product specifications. Additional Information Behavioural Competencies:
Upholding Standards Technical Competencies:
Bookkeeping
Data Management (Administration)
Reconciling Financial Records
Records and Archive Management
Written Communication We encourage you to spread the word by utilizing the icons provided below to share this opportunity. Please forward your curriculum vitae and application documentation via our company website by selecting the provided link. Closing Date : 10th June , 2026. Don’t miss out on the most recent employment opportunities in Tanzania—subscribe today to stay informed.
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The Direct Sales Agent (DSA) plays a pivotal role in expanding the customer base, facilitating seamless onboarding, and accelerating revenue growth by engaging directly with potential clients. This position encompasses the promotion of the bank’s products and services, fostering strong customer relationships, and consistently meeting or exceeding predetermined sales objectives. Qualifications Type of Qualification: First Degree Field of Study: Business Administration, Accounting, Finance or related field. Key Responsibilities
Proactively identify, connect with, and onboard new clients via on-site visits, referrals, and professional networking opportunities. Drive the growth of the bank’s portfolio by actively marketing and securing client adoption of its comprehensive range of financial solutions, including deposit accounts, lending products, savings options, insurance coverage, and payment cards. Lead engaging product demonstrations, articulate key features and benefits, and provide clear, informative responses to customer inquiries. To guarantee the thorough and accurate completion of account opening forms and supporting documentation, while ensuring full adherence to Know Your Customer (KYC) protocols and all applicable regulatory mandates. Demonstrate consistent performance by meeting or exceeding daily, weekly, and monthly sales targets established by the organization.
Consistently assess and communicate customer requirements, market dynamics, and competitor developments through structured feedback. Build and nurture enduring customer relationships to enhance retention rates and identify opportunities for cross-selling initiatives. Consistently uphold the bank’s professional standards in every customer engagement, ensuring a polished and courteous representation of the institution.
Cultivate business prospects through diligent follow-up of generated leads.
Execute structured cold calling initiatives, prioritizing high-value prospects with strategic planning. Proactively seek out and pursue new business opportunities to expand market share and strengthen competitive positioning.
Deliver comprehensive information and actively promote the Personal Banking product to customers, ensuring they are fully informed of its features and benefits. Ensure thorough follow-through on all sales transactions to confirm that customer requirements have been fully satisfied.
Offer supplementary details to enhance product support and diagnose issues. Successfully transition customer accounts and relationships to the Personal Banker, Branch Manager, and Business Development Managers as part of the Employee Value Banking (EVE) process. Ensure strict adherence to all service level agreements and remain updated on any modifications to these agreements. Handle all client, Credit, and Branch-level inquiries promptly and professionally. Conduct a comprehensive needs analysis to accurately assess customer requirements during the initiation of new accounts or the provision of product recommendations, ensuring full compliance with established guidelines and specific product specifications. Additional Information Behavioural Competencies:
Upholding Standards Technical Competencies:
Bookkeeping
Data Management (Administration)
Reconciling Financial Records
Records and Archive Management
Written Communication We encourage you to spread the word by utilizing the icons provided below to share this opportunity. Please forward your curriculum vitae and application documentation via our company website by selecting the provided link. Closing Date : 10th June , 2026. Don’t miss out on the most recent employment opportunities in Tanzania—subscribe today to stay informed.
Taf4All only lists job offers published by third parties — we are not the source of these jobs and do not handle recruitment. Stay vigilant: never pay money to get a job or an interview, and be wary of any suspicious request.
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