The Ugandan Jobline

• 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.
• Carry out financial planning for customers in
  order to play a pro-active role in increasing their wealth.
• Create customer proposals based on the needs
  analysis and follow through the sales process.
• 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

• 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.

• Keenly 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.

• 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 ideal candidate for the Barclays Premier
  Relationship Manager job opportunity should preferably hold a Finance-related
  degree
• A minimum of three years’ experience as an
  account manager in a large financial institution
• In-depth knowledge of the full Barclays
  Retail product set, including international banking.
• Understanding of Barclays Retail strategy,
  operating structure and interface with other functions
• 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
• 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

Related Jobs