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Direct Sales Agent @ Trusted Edge Partner
  • Financial Institution
  • Application Deadline : 30th October, 2019


Our client, a leading financial service company is currently in need of Direct Sales Agent (DSA). The ideal candidate should be able to:

Sell and Cross-Sell products and services 

Open new accounts across all product lines 

Execute all retail strategic marketing plan including roadshows, school storms, presentations, client calls, Client visits/roadshows, etc

Provide financial advisory to clients.

Monitor accounts of clients and gives adequate feedback 

Ensure active customer relationship management and facilitate necessary conditions for full customer satisfaction and retention 

Ensure error-free management and maintenance of customers account and avoid undue debt balance 

Adopt and Implement appropriate strategies to minimize customer complaints. 

Ensure immediate and corrective action on complaint and report/escalate promptly where necessary? Process clients orders and ensuring transactions are properly executed 


Bachelor's degree or HND in business, finance, economics, accounting marketing or related field. 

At least three years experience in a sales role in a financial service firm. 

Good understanding of the financial market and investment products.

Good presentation and communication skills. 

Good analytical and problem-solving skills. 

Customer-centric and good interpersonal skills.

Short Info

  • Posted: 9 months ago
  • Industry: Financial Institution
  • Employment Type: Full-Time

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