Lead Generators - South

Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of all Barclays Africa Retail products & 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 product & channel sales targets to contribute towards the direct sales
objectives and targets.

Refer to the appropriate area of delivery for specialist product help or advice (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 Direct Sales Team
Leader 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 Direct Sales Team Leader on a daily
basis.

Call customers when their accounts have been opened, generate welcome pack letters and send to
customers and provide the customer with contact information for the branch at which their account is
held.
Lead Generators - South