Job Opportunity at Barclays Bank PLC, Relationship Manager


BAW Relationship Manager - 90107810
Primary Location:TZ-Dar es Salaam-Dar es Salaam
Job Type:Permanent/Regular

Description

Overall Role Purpose:

To be a point of face to face customer contact within the Banking Hall and responsible for end to end customer sales and service activities with specialist requirements.
Key Accountabilities KPIs

SALES MANAGEMENT
• Sales penetration in newly signed up: Barclays Direct, Payroll Companies, Existing Corporate Relationships, Scheme Companies.
• Sales penetration in existing scheme companies
• Cross selling Payroll to all existing scheme companies under your portfolio
• Refresh sales push in “stale” and re-opened companies.
• Execution of national wide sales campaigns and promotions
• Daily monitoring and management of LGs
• Training and coaching sales teams
• Vetting and processing of team sales
• Physical confirmation of all loan applications
• Confirmation of buyback set off letters.
• Managing repayment collection from schemes under your portfolio
• Execution of national wide sales campaigns and promotions

BUSINESS MANAGEMENT
• Recruitment of new to Bank business through new company signups as agreed with the line manager
• Opening Current a variety of specialist products depending on role holder’s specialism.
• Complete follow-up paperwork and undertake administration activities to ensure effective, efficient and compliant operation of the business.
• Liaison with the Personal Lending/Credit Scoring Team
• Maintain statistics and monitor progress of target reporting
• Work closely with the Corporate Banking Relationship Managers / Customer Advisors / other specialists on negotiating deals with potential customers.
• Develop, ensure implementation and review methods of improving operational efficiency / products within specialism.
• Monitor Teams performance on daily/weekly and monthly basis to ensure team objectives are met and exceeded.

SERVICE MANAGEMENT
• Building relationships with existing customers in order to pro-actively anticipate and address future customer needs and identify sales opportunities.
• Undertake customer servicing initiatives/requirements for face to face customers to pre-determined service standards
• Provide guidance and support on operational matters to specialist customers within own portfolio.
• Be the first point of contact /escalation/resolution for customer issues
• Monitor and influence achievement of agreed service standards with Operations & IT, Retail Credit Risk and Corporate
• Closely liaise Corporate Relationship Manager’s to ensure proper preparation of tender documents to new clients, agree terms and conditions of scheme loans etc.
• Monitor systems and operational standards to ensure high quality service levels.
• Conduct customer care visit with Corporate Relationship manager’s to better understand customer’s needs after generation of sales leads by Corporate Relationship Managers
• Analyse customer issues, queries, complaints to determine root cause and deliver tactical and strategic improvements to service
• Gather customer opinions on service and service quality levels
• Customer feedback.
• Achievement of personal sales objectives.
• Contribution to Branch goals over and above personal objectives
• Volume and impact of Specialist referrals.
• Feedback from Network & Specialist colleagues.
• Contribution to Barclays’ business profile in the local community.
• Management & mitigation of operational risks, and compliance with all relevant policy.
• Core of Barclays behaviours.
• Achievement of personal goals agreed with Line Manager.

Person Specification

Experience
What does the role holder need to have done before?
• Operated in a customer facing role where service is paramount
• Experience in a sales environment
• Has experienced a target driven role

Knowledge
What does the role holder need to know/know about and/or be qualified in?
• Awareness of Barclays Africa Retail strategy
• Understanding of the Retail , Service Delivery and Corporate proposition and services
• Understanding of support systems e.g. BRAINS, WinFos, Sybrin, etc
• Knowledge of the Bank’s bookkeeping procedures and systems.
• General knowledge of services and functions of Head Office and branches network.
• Detailed understanding of the bank’s Performance Management model
• Understanding of the local competitor market
• Thorough knowledge an understanding of the Know Your Customer (KYC) guidelines and practise

Skills & Competencies
What does the role holder need to be able to do/be good at doing?
• Commercial Awareness
• Building Relationships quickly
• Effective interpersonal skills (effective questioning and active listening)
• Service Excellence
• Personal Drive
• Ability to plan and organise
• Adaptable to change
Scale and Scope of the Role:
Direct Reports None
Dual Reports None

Dimensions The role holder will be required to meet minimum performance standards across service and sales meeting a minimum number of sales per week based on an appropriate product mix. The role is based in a named Branch but the role holder will be expected to work in and support other local branches as and when required.
The role operates using pre-programmed systems and well defined procedures, but there may be times when the role holder has to address unforeseen situations, escalating to more senior level as appropriate. In addition:

• Jobholder will deal with officials within Retail, Service Delivery and Corporate
• High level of integrity is required in dealing with guarantors’ representatives
• Jobholder will be required to make visits to guarantors if the need arises
Development Information:
Key Learning & Development Features
Sales process and selling training, service modules and minimum regulatory training . Also includes technical training to ensure competence in account opening, and various bank systems. Also:
• Sales Manager Course
• Sales & Marketing Course
• Credit Scored Personal Lending Products
• Account Opening Procedures
• Know Your Customer
• Risk Management
• Corporate Banking / Relationship Management
Potential Next Career Development Steps
Retail Manager, Business Customer Advisor (in level)

The role holder will be required to meet minimum performance standards across service and sales meeting a minimum number of sales per week based on an appropriate product mix. The role is based in a named Branch but the role holder will be expected to work in and support other local branches as and when required.
The role operates using pre-programmed systems and well defined procedures, but there may be times when the role holder has to address unforeseen situations, escalating to more senior level as appropriate. In addition:
• Jobholder will deal with officials within Retail, Service Delivery and Corporate
• High level of integrity is required in dealing with guarantors’ representatives
• Jobholder will be required to make visits to guarantors if the need arises

Application Instructions
Online application, CLICK Here To APPLY

Share on Google Plus

About Unknown

    Blogger Comment
    Facebook Comment

0 comments:

Post a Comment

Toa Maoni yako Hapa/Comment Here