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Thursday, July 22, 2021

Lead Generator Agency Banking at NBC


NBC is the oldest serving bank in Tanzania with over five decades of experience. We offer a range of retail, business, corporate and investment banking, wealth management products and services.



Job Summary




Overall Job Purpose
• The main purpose is to drive Agency banking proposition on acquisition and relationship management, to support product growth in the bank.
• This entails to achieve agreed sales targets in line with the business objectives through pro-active selling by on boarding NBC Wakala at the same time providing excellent customer service.
• Assist in growing, visiting and managing Agent Network.

Job Description​

Key Accountabilities

A :Agent On boarding / Lead Generation

  •       On board and process applications of Agents in line with NBC Bank policies and regulatory requirements submit to Line Manager for review before submitting for processing
  •       Delivering exceptional sales performance through daily sales activities to drive agent performance.
  •       All agent documentations are updated and stored properly
  •       Conducting Agent assessments according to the Operations Manual
  •       Deliver exceptional sales performance in Agency banking by identifying new and potential agents
  •       Participate in Agency banking sales campaigns to meet specific target
  •       Performing branding duties to ensure agents are properly branded and visible
  •      To ensure all agents operate at their agreed level, as per key agent indicators; For Example – Enough float, Registrations and transactions.
  •       Manage agent’s relationship with branches  and working direct with branch managers and branch sales team to ensure successful agent recruitment, support training objective are met to drive growth
  •        Supporting agent in sales and account opening to ensure customer accounts are opened as per account opening procedures.
  •        Performing any assigned task related to agency banking operations and sales
  •        Identify and recruit agents, targeting key business in their location as well as targeting top performing agents.
  •       To ensure POS and merchandising material are effectively distributed
  •       Provide weekly/ Monthly agent visit report as per agreed format
  •       Perform visit of all existing agents within your circuit at least once a month


B :Agent Operations management

  •         Growing agent base within the assigned area
  •         Visiting agent portfolio as assigned and managing the agent network.
  •         Conversation of Non Transacting agents to transacting
  •         Supporting customer base on boarded through agents to fund the accounts
  •         Attending daily sales review meetings and perform the daily activities accordingly.
  •        Providing a weekly sales activity plan to Branch Manager and Agent banking head office team.
  •        Study and assess competitors activities on the ground through daily agent visits and capture useful information for feedback and improvement

C : Direct Sales

  •        Facilitating first-contact meetings with potential NBC Wakala
  •        Contact/visit the existing agents and new prospects to sell product and strengthen the relationship
  •        Daily planning of sales activities to ensure optimal utilization of allocated area/location to sell.

D:              Branding and retention of agents    

  •        Visiting agents monthly within given vicinity
  •        Ensure that every on boarded agent is activated and branded accordingly

          having signage, tariff guide, user guide and log book)

  •       Let the agent know about new product or promotion
  •       Respond to agents queries/ complaint accordingly
  •    Providing initial training to the agent.

H :Compliance and Risk Management:

  •        Ensure that planned training interventions take place, particularly for compulsory training. Attend all assigned training before deadline.
  •        Directly responsible for discipline – initiate misconduct or incapacity charges, follow NBC discipline processes together with HR.
  •        Attend all booked meetings.
  •        Share knowledge and experience with other LG in the Team
  •      Agree annual performance objective with team leader including specific target
  •        Pursue continues improvement in personal development by participating in development programs
  •        Display code of conduct and self-discipline



Bachelor`s Degrees and Advanced Diplomas – Business, Commerce and Management Studies, Digital familiarity (Meets some of the requirements and would need further development), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Product and/or Service Knowledge (Meets all of the requirements), Sales Management (Meets all of the requirements)