Job Title: Premier Relationship Manager -BA4 - 00140470
Organisation: Barclays Bank
Job Location: Kampala, Uganda
Deadline: 27th December, 2013
Reports to: Head of Premier banking
About Barclays Africa:
Barclays Africa encompasses Barclays Global Retail Banking, Corporate Banking, and Barclaycard operations in 10 countries organised in four geographic areas: North Africa (Egypt), East and West Africa (Ghana, Tanzania, Uganda and Kenya), Southern Africa (Botswana, Zambia and Zimbabwe), and Indian Ocean (Mauritius and Seychelles).
Barclays Africa serves its 2.8m customers through a network of 573 branches and service centres providing a variety of traditional financial products including retail mortgages, current and deposit accounts, commercial lending, unsecured lending, credit cards, treasury and investments.
Job Summary:
The Premier Relationship Manager will be responsible for the development and grow relationships with Barclays Premier customers, and growing the customer base through targeted sales efforts and the delivery of impeccable service.
Key Duties & Responsibilities:
1. Relationship Building 25%
Manage and grow existing banking relationship with top 40 customers in the Premier proposition to increase BBU share of wallet.
Establish new banking relationships with high net worth customers who may include senior management of different corporate companies, local political figures and well-known business people.
When interacting with customers, identify potential opportunities to present the bank’s Premier Life offering and ensure that leads are passed on to the Premier Life team.
Continuously monitor the utilization of credit facilities and investment avenues. Identify and resolve under-utilization by contacting customers to determine the reasons and escalating issues if any.
Conduct regular customer visits in order to build long-term relationships.
2. Sales 45%
Achieve agreed sales targets for new accounts, assets and liabilities, through a proactive calling programme to a base of up to 250 clients.
Conduct a detailed needs analysis for all existing and potential customers to determine their products needs. The product suite includes all Premier life products in addition to offshore banking and investments.
Create customer proposals based on the needs analysis and follow through the sales process.
Conduct financial planning for customers in order to play a pro-active role in increasing their wealth.
Manage own calling programme, including identifying names to call on in a particular month and setting up the meetings.
On a monthly basis, compile a report on the calling programme for the month and personal sales progress against the targets as agreed. Present the report to the Head of Premier banking
3. Customer Service 15%
Monitor operational delivery of customer requirements, summarise systemic failures and raise to the Head of Premier banking for further follow-up at CMC level where necessary.
· Log and create written responses to customer complaints.
· Obtain summaries of complaints and complaint trend analysis from the Service Manager on a monthly basis.
Follow up with selected customers to determine if their complaints were handled satisfactorily
4. Rigour and Risk Requirements 15%
Conduct risk analysis on the portfolio of customers including financial statements and their current product set held with Barclays Bank.
Submit proposals to Retail Risk for new loan applications including motivating interest rates based on the risk profile at the time.
Check and signoff each new account application, loan document, Barclaycard application and bank account mandate change. Premier Relationship Managers are held personally accountable for accuracy and quality of these and supporting documents that they complete and submit.
Follow the Retail end to end account opening ensuring new accounts are authorised and KYC compliant.
Escalate any items that exceed the agreed service level time lines or where there are unresolved KYC requirements, to management in Operations.
Comply with general Barclays operational risk & rigour requirements e.g. Health & Safety standards and security of premises, KYC and anti-money laundering regulations
Qualifications, Skills & Experience:
The applicant should possess a finance related degree
At least 3 years experience as an account manager in a large financial institution
In-depth knowledge of the full Barclays Retail product set, including international banking.
Good Understanding of Barclays Retail strategy, operating structure and interface with other functions
Proven networking and social skills
Coaching and training skills
Business Management/Financial Management
Proven sales ability
Strong negotiation and influencing skills
Excellent communication skills – written, oral and presentation
Good time management skills
Strong planning & organization skills
Good PC skills
Good numeric & analytical skills
Proven team working skills
Fraud prevention skills
Excellent listening skills
Good understanding of Risk and Credit policies and procedures
Detailed working knowledge of KYC and AML requirements and processes
An understanding of people policies and procedures
Up to date knowledge of competitor and market activity in local area
How to Apply:
If you feel challenged by any of the above positions, and believe you can deliver on key deliverables as outlined above, upload your application letter, current curriculum vitae and photocopies of academic certificate to our recruitment website detail below:
https://barclays.taleo.net/careersection/2/moresearch.ftl?lang=en_GB
Barclays is an equal opportunity employer that recruits, develops and promotes people on merit, and rewards outstanding performance, regardless of background and gender.
For queries contact us on 0417122453 or email: barclays.uganda@barclays.com
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