Lead Generator

 - 00102335
Primary Location:KE-Nairobi-Nairobi
Job Type:Fixed Term Contract Payroll
Posting Range:6 Jun 2013 - Ongoing


Job Purpose 

To achieve agreed targets in line with the business objectives through pro-active selling of all the bank’s product and provision of excellent customer service

Main Accountabilities and approximate time splits
 
SALES TO RETAIL CUSTOMERS 60 %
  Deliver exceptional sales performance by identifying and meeting customer  needs through selling & cross selling of all Barclays Africa Consumer products and services.
 Provide direct “hands on” sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
 Participate in specific product and campaigns by ensuring that the products are explained to customers.
 Agree, meet and exceed targets for specific sales campaigns.
 Maintain own sales performance statistics for management information usage.
 Own and manage personal products & channel sales targets to contribute towards the direct sales objectives and targets.
 Refer to the appropriate area of delivery for specialist product help or advise (e.g. Schemes or Home Loans) when uncertain about the product delivery or application process.  Respond directly to the customer.
 Complete account opening documentation together with customers and submit to Line Manager for review before submitting to operations for processing.
 When selling loans to Retail customers, complete the financial analysis and statement review on customer accounts.  Where customers do not meet the minimum criteria, advise the customer verbally or in writing as the customer requires.  Report such denials to the Line Manager on a daily basis.
 Call customers when their accounts have been opened and provide the customer with contact information for the branch at which their account is held.

PROVISION OF CUSTOMER SERVICE 10 %
  Own customer queries and complaints around account opening, loans and card applications and resolve in a timely manner.  Escalate any unresolved queries, or queries not resolved in a short period of time to the Line Manager.
 Build relationships with internal service providers (Operations and the KYC Helpdesk) to ensure a quick turnaround time of escalated queries and complaints.
  Advise customers as soon as new loans are approved and encourage draw- downs on the new loans
 Open scheme loan accounts referred by the Scheme Loans Relationship

OPERATIONAL RIGOUR AND COMPLIANCE WITH KYC REQUIREMENTS  20 %
 Ensure accuracy of each new account application, loan document, Barclaycard application and all other customer documents. Lead Generators (LGs) are held personally accountable for accuracy and quality of these and supporting documents that they complete and submit.
 Achieve operational rigour excellence in all aspects of procedures and processes personally undertaken to ensure green audit.
 Follow the Retail end to end account opening ensuring new accounts are authorized and KYC compliant. Escalate any items that exceed the agreed service level time lines or where there are unresolved KYC requirements, to the Line Manager.
 Comply with general Barclays operational risk & rigour requirements e.g. Health & Safety standards and security of premises, KYC and anti-money laundering   regulations.

CONTRIBUTE TO DEVELOPMENT OF THE TEAM  5 %
 Share knowledge and experience with other Lead Generators in the team.
 Provide cover for other Lead Generators in case of excessive workload or absence.
 Deputize for the Line Manager whenever required.

CONTRIBUTE TO DEVELOPMENT OF THE TEAM  5 %
 Agree annual performance objectives with the Direct Sales Manager, including  specific sales targets.
 Pursue continued improvement in personal development by participating in development programmes and training.

Essential/Basic Qualifications
  Excellent planning & organization skills
  Very strong communication & questioning skills
  Good numeric & analytical skills
  Networking
  Good selling/influencing skills
  Presentation skills
  Listening skills

Essential

 Knowledge of the Bank’s products, services and policies including standard tariffs.
 A good understanding of overall Retail goals & objectives, including the outlet’s objectives growth of sales, cost control and income contribution.
 A thorough understanding of the sales process
 A working knowledge of the procedure manuals
 A good working knowledge and understanding of relevant  of legislation e.g KYC ,Anti-Money laundering, banking code, service standards, health & safety standards etc.
 A thorough knowledge of the bank’s internal departments, systems & procedures as well as risk & rigour requirements.

Preferred

 A sound working knowledge of competitor products and services

To apply click here