The Ugandan Jobline

• 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.

• 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

• 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.

• Follow
  up with selected customers to determine if their complaints were handled
  satisfactorily

• 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

• 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

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