ELVIS BOAPEAH

Job Summary:

Responsible for leading and managing a team of direct sales representatives to achieve sales targets, drive revenue growth, and enhance customer acquisition and retention.

Key Responsibilities:

1. Sales Strategy Development:

• Develop and implement effective direct sales strategies to meet or exceed sales targets.
• Analyze market trends and customer needs to identify new sales opportunities and optimize sales approaches.

2. Team Management:

• Recruit, train, and supervise a team of direct sales representatives.
• Set individual and team performance goals, monitor progress, and provide coaching and support to ensure targets are met.
• Conduct regular performance reviews and provide feedback for improvement.

3. Sales Performance Monitoring:

• Track sales metrics and performance against targets using CRM tools and other reporting systems.
• Prepare and present sales reports to senior management, highlighting key achievements and areas for improvement.

4. Customer Relationship Management:

• Develop and maintain strong relationships with key clients and potential customers.
• Ensure high levels of customer satisfaction through effective communication and problem resolution.

5. Sales Training and Development:

• Identify training needs and organize training sessions to enhance the skills and knowledge of the sales team.
• Stay updated with industry trends, product knowledge, and sales techniques.

6. Sales Process Improvement:

• Continuously assess and improve sales processes and procedures to enhance efficiency and effectiveness.
• Implement best practices and innovative sales techniques to drive results.

7. Compliance and risk Management:

• Ensure adherence to company policies, procedures, and regulatory requirements.
• Monitor and manage risks associated with direct sales activities and address any compliance issues.

8. Collaboration:

• Work closely with other departments, such as marketing and product development, to align sales strategies with overall business objectives.
• Participate in cross-functional meetings to provide insights and contribute to strategic planning.
  

Job Summary:

Responsible for developing and maintaining strong relationships with corporate clients to deliver customized banking solutions that meet the needs of their employees.

Key Responsibilities:

1. Client Relationship Management:

• Build and maintain strong relationships with key decision-makers and stakeholders within corporate client organizations.
• Serve as the primary point of contact for workplace banking services, addressing client inquiries and concerns promptly and effectively.

2. Sales and Business Development

• Identify and pursue opportunities to expand Barclays’ workplace banking services within existing client accounts and attract new clients.
• Develop and execute strategies to promote Barclays’ products and services to corporate clients, including salary accounts, employee benefit programs, and financial wellness solutions.

3. Client Needs Analysis:

• Conduct thorough assessments of clients' needs to recommend and deliver tailored banking solutions that meet the needs of their employees.
• Collaborate with clients to understand their business objectives and provide solutions that align with their goals.

4. Product Knowledge and Promotion:

• Stay updated on Barclays’ workplace banking products and services, as well as industry trends and best practices.
• Educate clients and their employees about the benefits and features of Barclays’ banking solutions.

5. Account Management:

• Oversee the implementation and management of workplace banking programs, ensuring a smooth and effective rollout for clients.
• Monitor the performance of workplace banking services and address any issues or challenges that arise.

6. Customer Service Excellence:

• Ensure high levels of customer satisfaction through proactive service and by delivering a high-quality client experience.
• Resolve any service-related issues and ensure timely and effective solutions.

7. Reporting and Analysis:

• Prepare and present reports on client engagement, service performance, and sales achievements to senior management.
• Analyze client feedback and service performance to identify areas for improvement and implement necessary changes.

8. Collaboration and Risk Management:

• Work closely with internal teams, including product specialists, marketing, and operations, to ensure the effective delivery of workplace banking solutions.
• Participate in cross-functional projects and initiatives to enhance workplace banking offerings.

9. Compliance and Risk Management:

• Ensure that all workplace banking activities comply with regulatory requirements and Barclays’ internal policies and procedures.
• Manage risks associated with client relationships and workplace banking services.
  

Job Summary:

Responsible for delivering exceptional service to individual clients by providing expert advice on a range of banking products and services.

Key Responsibilities:

1. Client Relationship Management:

• Build and maintain strong relationships with individual clients through regular communication and personalized service.
• Understand clients’ financial needs and goals to offer relevant banking products and services.

2. Sales And Advisory Services:

• Promote and sell Barclays’ range of personal banking products, including savings and checking accounts, loans, credit cards, and investment solutions.
• Provide expert advice and financial guidance to clients, helping them make informed decisions about their banking and investment needs.

3. Account Management:

• Open new accounts, process account maintenance requests, and manage existing client accounts efficiently.
• Ensure accurate and timely completion of all account-related transactions and documentation.

4. Customer Service Excellence:

• Deliver a high standard of customer service by addressing client inquiries, resolving issues, and providing solutions to enhance their banking experience.
• Handle client complaints and escalate complex issues to appropriate departments as needed.

5. Product Knowledge and Promotion:

• Stay informed about Barclays’ products and services, as well as industry trends and regulatory changes.
• Educate clients about the features and benefits of various banking products and services.

6. Sales Targets and Performance:

• Achieve individual and branch sales targets by identifying opportunities to cross-sell and up-sell banking products and services.
• Monitor performance metrics and report on sales achievements to branch management.

7. Compliance and Risk Management:

• Ensure compliance with all regulatory requirements, internal policies, and procedures.
• Manage and mitigate risks associated with client accounts and transactions.

8. Administrative Duties:

• Complete administrative tasks related to account management, such as updating client information and maintaining accurate records.
• Prepare and process necessary documentation for new and existing accounts.

9. Collaboration:

• Work closely with other bank staff and departments to coordinate client services and support branch operations.
• Participate in team meetings and contribute to branch goals and initiatives.