Customer Acquisition Specialist

• We are seeking a proactive and results-driven Customer Acquisition Specialist to drive customer acquisition, promote financial products and services, and build long-term relationships with clients.
• The ideal candidate will identify sales opportunities, educate customers on financial solutions, meet sales targets, and ensure excellent customer service while maintaining compliance with regulatory and company policies.

Key Responsibilities

• Identify and acquire new customers for the organization's financial products and services.
• Promote products such as savings accounts, loans, investment products, insurance, digital banking solutions, and other financial services.
• Build and maintain strong relationships with new and existing customers.
• Conduct customer needs assessments and recommend appropriate financial solutions.
• Generate leads through field marketing, referrals, networking, and other business development activities.
• Meet and exceed assigned monthly, quarterly, and annual sales targets.
• Prepare and deliver presentations on financial products to individuals, SMEs, and corporate clients.
• Follow up on prospects and convert leads into active customers.
• Ensure accurate completion and submission of customer documentation.
• Maintain a healthy sales pipeline and update customer information in the CRM system.
• Address customer inquiries, complaints, and service requests professionally.
• Stay informed about market trends, competitor activities, and new financial products.
• Ensure compliance with internal policies, regulatory requirements, and industry best practices.
• Prepare regular sales and activity reports for management.

Key Performance Indicators (KPIs)

• Monthly sales revenue achieved.
• Number of new customers acquired.
• Lead conversion rate.
• Loan or financial product disbursement volume.
• Customer retention rate.
• Cross-selling and upselling performance.
• Customer satisfaction scores.
• Quality and accuracy of documentation.
• Compliance with company policies and regulatory standards.
• Timeliness of reporting and sales activities.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Finance, Economics, or a related discipline.
• 1 year of experience in sales, business development, customer relationship management, or financial services.
• Experience in banking, fintech, microfinance, insurance, or consumer lending is an added advantage.
• Professional certifications in sales or finance are an added advantage.

Required Skills:

• Strong sales and negotiation skills.
• Excellent communication and interpersonal skills.
• Customer-focused with strong relationship management abilities.
• Ability to identify customer needs and recommend suitable financial solutions.
• Strong presentation and persuasion skills.
• Good analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite and CRM applications.
• Good time management and organizational skills.
• High level of integrity and