Premier Relationship Manager Employment Opportunity – ABSA Group (Formerly Barclays Bank UK)
Job Title: Premier Relationship Manager
Organisation: ABSA
Group (Formerly Barclays Bank UK)
Duty Station: Kampala,
Uganda
Reports to: Premier
Branch Manager
About US:
Absa Group Limited,
formerly Barclays Africa Group Limited, and originally Amalgamated Banks of
South Africa, is an African based financial services group, offering personal
and business banking, credit cards, corporate and investment banking, wealth
and investment management as well as bancassurance. It is the majority
shareholder of 11 banks spanning Botswana, Ghana, Kenya, Mauritius, Mozambique,
Seychelles, South Africa, Tanzania (two entities), Uganda and Zambia, with a
further two representative offices in Namibia and Nigeria. It also has an
international office in London, which opened in September 2018.
Job Summary: The Premier Relationship Manager will build and grow relationships with
Barclays Premier customers, and growing the customer base through targeted
sales efforts and the delivery of impeccable service.
Key Duties and Responsibilities:
Technical Experience and Capability
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. - 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
Market Knowledge and Innovation
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.
Strategy and Business Planning
Customer Service: 15%
- 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.
Risk, Governance and Regulatory
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 and Experience:
- The ideal candidate for the ABSA
Group (Formerly Barclays Bank UK) 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
How to Apply:
All candidates who
wish to join the ABSA Group in the aforementioned capacity should apply online
at the link below.
For more of the
latest jobs, please visit https://www.theugandanjobline.com or
find us on our Facebook page https://www.facebook.com/UgandanJobline